how to build a list in salesforce

How do I create a new list in Salesforce?

• Click Create New View at the top of any list page or in the Views section of any tab home page.
• Enter the view name.
• Enter a unique view name.
• Specify your filter criteria.
• Select the fields you want to display on the list view.
• Click Save.

Full Answer

How do I create a custom list in Salesforce?

How do I create a new list in Salesforce? Click Create New View at the top of any list page or in the Views section of any tab home page. Enter the view name. Enter a unique view name. Specify your filter criteria.

How to create a list in Salesforce apex?

A list can contain up to four levels of nested collections inside it, that is, a total of five levels overall. To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: To access elements in a list, use the List methods provided by Apex.

How do I declare a list in Salesforce?

To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: To access elements in a list, use the List methods provided by Apex. For example: For more information, including a complete list of all supported methods, see List Class.

How to create list views in Salesforce Lightning?

How to create List Views in Salesforce Lightning 1 Click the gear icon and then select Fields to Display. 2 A picklist should pop up showing you two columns, one on the left with all your field choices and one on the right... More ...

How do I create a list record in Salesforce?

Record ListSelect the Record List component on the Record List page.In the property editor, configure properties for the component: Property. Details. Number of Records. The number of entries retrieved to show in the list view. The default is 25.

How do I create a lead list in Salesforce lightning?

Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...

How do I create a distribution list in Salesforce?

0:192:05Add, Edit, or Delete a Mail Group in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're logged into Salesforce. You can then create a new male group. By going to your maleMoreOnce you're logged into Salesforce. You can then create a new male group. By going to your male group list.

What are lists in Salesforce?

A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. Lists can contain any collection and can be nested within one another and become multidimensional.

What is ListView in Salesforce?

ListView allows you to see a filtered list of records, such as contacts, accounts, or custom objects. This type extends the Metadata metadata type and inherits its fullName field. See “Create a Custom List View in Salesforce Classic” in Salesforce Help.

How do you create a lead list?

7 Steps Of How You Can Build Lists To Generate LeadsStep1: Set up an Ideal Customer Profile (ICP) ... Step 2: Distinguish your Buyer Persona. ... Step 3: Conduct your Research. ... Step 4: Filter your collected data and link it to your outreach tools. ... Step 5: Define your target leads. ... Step 6: Plan your approach moves.More items...•

What are list emails in Salesforce?

A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and members of a Salesforce campaign.

How do I pull a list in Salesforce?

Click Subscribers.Select the checkbox next to the list.Click Export.Click Next.Complete the File and Delivery dialog box. Note Use FTP for lists greater that 850 subscribers.Click Next.Choose the data to export by moving the desired attributes from the box on the left to the box on the right. ... Click Export.More items...

How do I add a list to a campaign in Salesforce?

Navigate to a contact or lead list view.Select up to 200 records to add to a campaign.Click Add to Campaign.Enter the name of a campaign.Select a member status for the new members.Choose whether members already associated with the campaign keep their current status. ... Add the members.

What is the use of list in Salesforce?

List is a collection of elements, and they are ordered according to their insertion; elements can be of any data-type. List allows duplicate values and are referred by their indices. Output of every SOQL(Salesforce Object Query Language) query is a list.

What are the methods of list in Salesforce?

List Methodsadd(listElement) Adds an element to the end of the list.add(index, listElement) Inserts an element into the list at the specified index position.addAll(fromList) ... addAll(fromSet) ... clear() ... clone() ... contains(listElement) ... deepClone(preserveId, preserveReadonlyTimestamps, preserveAutonumber)More items...

What is the difference between list and set in Salesforce?

A List is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. Whereas, Set is an unordered collection of elements that do not contain any duplicates.

What is a list in data?

A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types.

How many levels can a list contain?

A list can contain up to seven levels of nested collections inside it, that is, up to eight levels overall. To declare a list, use the List keyword followed by the primitive data, sObject, nested list, map, or set type within <> characters. For example: // Create an empty list of String.

What is list view in Salesforce?

List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. Instead of spending the time to build a report when you just need to sort by one field (such a state or lead source), you can create a List View.

How to use list view?

Here are some examples of when to use List Views: 1 You need a list of all contacts where State equals California 2 You want a list of all Opportunities with Opportunity Stage equals Won 3 You need a list of all contacts for whom Industry does not equal nonprofit

How to see list views in Lightning?

1. Starting on the home screen in Lightning, navigate to Opportunity tab. a. Once there, you’ll notice you can see some native List Views at the top of this section. By selecting the carrot you can find many List Views already created including recently viewed, closing this month, and my opportunities. 2.

How to reference an element of a one-dimensional list of primitives?

To reference an element of a one-dimensional list of primitives or sObjects, you can also follow the name of the list with the element's index position in square brackets as shown in the example.

Why is the first element of a list null?

In the following example, the list has three elements. When the list is sorted, the first element is null because it has no value assigned. The second element and third element have values of 5 and 10.

Calling List Objects

While a list can be created based on any object, there are four primary options. Or maybe four and a half depending on how you look at (see Person Accounts below). Organizations may vary in how they utilize and define objects like Leads and Accounts. For the purpose of this article, we’ll use the best-practice and industry standard definitions.

List View Features Overview

Every standard and custom object can use List Views. This powerful tool enables the Salesforce Admin and even the user (with proper permissions) to create a list of people. By clicking on the object tab, Salesforce will display the default list view for the object. The “Recently Viewed” and “All” list views are available by default.

Filters

Without any filters, the list view would just contain all of the Leads/Accounts/Contacts for the entire organization (that the user has permission to see). Filters are used to customize the list down. Some filters are ideal for creating calling lists:

List Views – Display As

Even within List Views, we can set up the lists to display multiple ways. Each of these views has pros and cons, but as you’ll see below one option is superior for Calling Lists.

Other List View Benefits

Another benefit of List Views is the real-time dynamic updating of the list. A refresh button on the List View will quickly update the records displayed without having to do a full refresh of the browser webpage.

Create a List View

Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.

Customize a List View

You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.

Create a List View Chart

List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.