Quick summary
A Salesforce List View lets you segment and display records from objects like Leads, Contacts, or Accounts using custom filters, giving teams instant access to the data slices they need. This step-by-step walkthrough shows how to create, filter, and save a new List View directly inside Salesforce.
Steps
- Open an object tab such as Leads, Contacts, Accounts, or Opportunities.
- On the selected tab page, open the List View from the dropdown button beside the gear icon.
- Select 'New' to start creating a new List View.
- Fill in the list details, then click 'Save'.
- Select 'Add Filter' to begin narrowing down your records.
- Set the filter details, then click 'Done'.
- Once all filters are configured, click 'Save' to finalize your new List View.
