how to create a filtered list in salesforce

1. The View Name box is what the user sees when they select a View. ...
2. In the “Filter By Owner” section you must specify how you wants records filtered by user ownership through a radio button selection (i.e.
3. The wizard lets us pick from a list of available fields from the left and then display the selected fields (up to 10) on the right side.

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Full Answer

How do I create a lookup filter in Salesforce?

In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type. Leave everything else as is and click Save. You’ve taken care of Noah’s request by creating a lookup filter.

What is a filtered data extension in Salesforce?

A filtered data extension is, basically, a filter that we add to an existing data extension to give us the records that we want. This tutorial will show you how to create a filtered data extension Salesforce Marketing Cloud (if you are not familiar with data extensions and how to create them, check out this video tutorial ).

How do I create filter criteria for a special picklist?

Note If you are creating filter criteria for a report or list view, the lookup icon automatically displays when you choose to filter on one of the special picklists. Click the lookup icon to choose the value True or False . Alternatively, you can manually enter True or False in the filter criteria.

What are special picklists in Salesforce?

These special picklists have values of either True or False. The available fields vary according to which Salesforce Edition you have. For example, to show all opportunities you have won, enter Won equals True as your search criteria. To show all closed/lost opportunities, enter Closed equals True and Won equals False.

How to add filter in list view salesforce?

Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.

How do I add a filter to list view?

To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.

How do I unlock filters in Salesforce list view?

ReproOpen a list view in Classic and click "Edit"Add the filter "Date/Time Opened less than TODAY"Click "Save"Open the list view in Lightning.Click the "Filters" icon.All filters will be locked.

How do I create a data filter in Salesforce Marketing Cloud?

Create a Marketing Cloud Data Filter from a Data ExtensionChoose Subscribers | Data Filters.Click Create.To filter records from a data extension, choose Data Extension. ... Click OK.Choose a source data extension to filter.Click OK.Drag Fields, Measure, or saved filters to the Create Filter canvas.More items...

How do I create a list view in Salesforce?

Create a Custom List View in Salesforce ClassicClick 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.

How do I create a list view in Salesforce lightning?

Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...

How do I restrict list view visibility in Salesforce?

As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.

How do I lock a filter in Salesforce report?

Lock Filter in ReportsOpen your desired report in Lightning Experience.Click Edit.From the options on the left, click Filters.Click to Edit the Filter Logic.Click on the locked checkbox.Click Apply.

How do I give access to Listview in Salesforce?

Salesforce ClassicNavigate to Setup | Manage Users | Public Group.Click New.Name the Public Group via the "Label" field.Select Users under the "Search" drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.

How do I create a filtered data extension?

Create a Filtered Data Extension in Marketing CloudHover over Subscribers.Click Data Extensions.Click Create.Select Filtered Data Extension.Click OK.Select a standard data extension to filter as the source data extension.Click OK.Drag Fields, Filters, or Measure from the left column to the Create Filter canvas.More items...

How do I copy a filtered data extension in marketing cloud?

Copy a Marketing Cloud Data FilterClick Subscribers | Data Filter.Select the data filter to copy.Choose Copy and the folder location.Enter a Name, Description, and External Key.Click Copy.

What is a data filter in marketing cloud?

The data filter creation interface provides graphical tools for creating the conditions and groupings. The SQL created using the graphical tools appears on the screen in the Filter Text section for your reference.

Patient Lists

Patient lists are special because you can select patients using criteria from multiple related objects. Let’s consider an example.

Cross Object Relationships

Cross object relationships facilitate filtering patient and member lists by fields on separate but related objects. All cross object relationships include the Account object. AccountToCondition is one example of a cross object relationship.

Create a Cross Object Relationship

If you’re not already in Health Cloud – Lightning Admin, open it from the App Launcher () now.

Create a Custom Patient List

With the cross object relationship in place, now we set up a custom patient list using new filters.

Verify Step

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

1. Setting the Scene

We have about 8 contacts here, we know the first name last name and we also know if they’re active or not. Wouldn’t it be nice if you could filter this? That’s exactly what we’re going to do!

3. Define Filter Criteria

Once we’ve done that we get to this screen. This is where I can define filter criteria. On the left hand side, I have the fields that I have available in this data extension. I’m going to drag and drop active to the right hand side, and we’re simply going to say ‘active is true’.

5. Save and Build

Now that I’m happy with this filter, I’m going to click ‘Save and build’. This will allow us to create a new data extension, which I will call “subscribers 2 active”.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

Introduction

Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

Create a Lookup Relationship

Create a new Backup Agent field that looks up to the User object, editable by Support Users only.

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.