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How to Create List View in Salesforce Lightning

  • October 19, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
  • 0

Create a view to see an infinitely scroll-able list of records that meet your filter criteria.

  • Under List View Controls, select New. Or, click Clone to make a copy of the current list view.

  • Give your list a name.
  • Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.

  • Click Save. The Filters panel appears.
  • Add and set filters to view only the records that meet your criteria. You have different options depending on the field you want to filter and the operator you choose.
  • Click Add Filter.

  • Select the field to filter, an operator, and a value.

  • Depending on the type of field you selected, you can either select a value or enter one of your own.
  • Click Done

This option will really helpful for administrators to deal with list view in Salesforce.

 

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