Slaesforce FAQ

how to make a list in salesforce

by Lelah Goodwin Published 2 years ago Updated 2 years ago
image

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.

Create a Custom List View in Salesforce Classic
  1. Click Create New View at the top of any list page or in the Views section of any tab home page. ...
  2. Enter the view name. ...
  3. Enter a unique view name. ...
  4. Specify your filter criteria. ...
  5. Select the fields you want to display on the list view. ...
  6. Click Save.

Full Answer

How do I create a list in Salesforce for campaigns?

How do I create a list in Salesforce for Campaigns? [Gmail] 1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Use the View drop-down menu to select a list. 4. Click “Go” to see the contact list and fields for the selected view.

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 a list of related objects in Salesforce?

You have to create another custom object. On the new object create new field of type lookup relation or master-detail to the first object. While creating this field you will be asked to add the related list to the first object layout choose yes. Now when you go to first object's record you will find the related list.

How to create custom list views in Salesforce classic?

To create custom list views in the Classic interface, you need user permissions such as Read on the record type included in the list and Create and Customize List Views. To create, edit, and delete custom public list views, you need Manage Public List Views permission.

image

How do I create a list in Salesforce lightning?

Follow along with our instructions or watch the video below.Starting on the home screen in Lightning, navigate to Opportunity tab. ... To create a new List View click the gear icon then hit New.Name your List View using the field you'll be filtering your data by. ... If you are an admin, decide who can view this List View.More items...•

How do I create a list record in Salesforce?

The Record List component shows a list of records on the Record List page. Users can view records, switch between record list views, and create records directly from the list view. If a user has no access to a particular list view, they see the Recently Used list view instead.

How do I create a customer list in Salesforce?

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 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 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 make a list view in lightning component?

To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn't require additional Apex controllers or Lightning Data Service to display record data. This example displays a list view of Accounts with five rows.

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.

How do I create a list in Salesforce Marketing Cloud?

Create a ListHover over Subscribers.Click Lists.Click Create.Complete the Define Name & Location section: Name -This name identifies the list when sending. ... Click Next.Optional, complete the Set Double Opt-in section, as follows: ... Click Next.Optional, complete the Select Welcome Email section, as follows:More items...

How do I create a custom list view?

What is custom listview? Step 1 − Create a new project in Android Studio, go to File ⇒ New Project and fill all required details to create a new project. Step 2 − Add the following code to res/layout/activity_main. xml.

How do I create a mass email list in Salesforce?

On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads. If you have the Manage Users permission, from Setup, enter Mass Email Users in the Quick Find box, and then select Mass Email Users. Select a list view of recipients, and then click Go!.

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 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.

How to create a new view in Salesforce?

1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Click “Create New View.”. From there, you can set up a new view using filters and select which fields you’d like to be displayed in the list.

How to view contacts in Salesforce?

1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Use the View drop-down menu to select a list. 4. Click “Go” to see the contact list and fields for the selected view.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9