Click the App Launcher and select Sales. Click the Accounts tab. Click the List View icon for List View Controls.
How can I see all accounts in Salesforce?
My guess is that you may all ready have a List view labelled All Accounts, you will need to click Account Tab, Under the View Drop Down see if you have a List view labelled All Accounts and Click on Go.
How do I create a list of accounts in Salesforce?
Create a New List ViewClick the App Launcher. and select Sales.Click the Accounts tab.Click the List View icon. for List View Controls.Select New.Complete the New List View section. List Name: Energy and Biotech Accounts. Who sees this list view: All users see this list view.Click Save.
How do I find my accounts in Salesforce?
You can manage your account in Salesforce by clicking the Setup gear in the top right corner and selecting Your Account (Lightning Experience), or Log into Your Account. You can also find Your Account in the App Launcher.
How do I find a list of contacts in Salesforce?
To view your current lists:Log into your Salesforce account.Select the Contacts or Leads tab.Use the View drop-down menu to select a list.Click “Go” to see the contact list and fields for the selected view.
How do I create a list of accounts 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 open 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.
What is a user record in Salesforce?
Granting access to a user record makes the user's detail page visible to others. It also makes the user visible in lookups, list views, search, and so on. “View All Users” permission. This permission can be assigned to users who need Read access to all users, regardless of the sharing settings.
What is Account page?
The Account Page allows you to change the name and password associated with your account in our system.
What is your account in Salesforce?
What is the Your Account App? We've introduced a new app that enables you to browse and buy Salesforce products and licenses easier and faster than ever before. Get the information you need, when you need it, right in your Salesforce org.
How do I export a list of accounts in Salesforce?
Export Account History using Data LoaderOpen Data Loader.Click on Export or Export All. ... Enter your Salesforce username and password. ... Select Show all Salesforce objects and click on Account History (AccountHistory) object.Click on Browse... to select where the csv file will be saved.Click on Next > Yes.More items...
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 export a list from Salesforce to Excel?
Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.
Create a New List View
Create a list view to display accounts in the biotechnology and energy industries.
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.
