how to make lists in salesforce

^{How to create List Views in Salesforce 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. ...
2. To create a new List View click the gear ico n then hit New.
3. Name your List View using the field you’ll be filtering your data by. For example, when searching for all Won Opportunities, title your List View “Won Opportunities”.
4. If you are an admin, decide who can view this List View.
5. Choose the field you’re filtering by.
Choose your operator. Examples of your operator choices are less than or equals to.
Pick your values that relate to field you’ve chosen. If your chosen field is a picklist field you can choose from the list provided, if this is a text ...
Hit save. You’ll now notice that your list has been updated to the criteria you entered.

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 to create a custom list view in Salesforce Lightning?

Now, let us view the steps required to create a custom list view in Salesforce Lightning. In the top-navigation bar, select the desired objective type for which you want to create a list view. In our example, we select 'Accounts'.

How do I create a contact list view in Salesforce?

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. 1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Click “Create New View.”

How to create a call list in Salesforce without a license?

If you don’t have Sales Console User licenses, get onto your salesforce account manager. It’s simple and easy to set up the Sales Console and use to create call lists in salesforce. Just follow these step-by-step instructions. If you need help, no problem.

See more

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.

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.

How do I create a lead list in Salesforce lightning?

0:000:59How to Create a Custom List View in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipClick ListView controls select new name the list this week's leads. Select all users can see thisMoreClick ListView controls select new name the list this week's leads. Select all users can see this list of you click Save in the filter panel select show me. And then select all leads.

How do I create a list view contact in Salesforce?

Create a List ViewIn Salesforce, click the Contacts tab.Click the List View Controls button ( ), then click New.In the Name field, enter Recent Donors .NPSP automatically generates a List API name.Determine who can see the new list view. ... Click Save.

What is use of list in Salesforce?

A list is a collection of elements or records that you want to store. List in apex can store elements of any data type. It can store: Integer, String, Boolean and any custom data type as well. For example: Account, Contact, Employee__c (Custom Object) etc.

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...

How do I create a list view?

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 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 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 I create a mailing list in Salesforce?

You can't create a list email in the Salesforce app, but you can see the activity in the Activity History related list.Navigate to a contact or lead list view, or a campaign member view. ... Select the checkbox next to individual records you want to email, or select all records on the page. ... Click Send List Email.More items...

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.

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.

addAll (fromList)

Adds all of the elements in the specified list to the list that calls the method. Both lists must be of the same type.

addAll (fromSet)

Add all of the elements in specified set to the list that calls the method. The set and the list must be of the same type.

clear ()

Removes all elements from a list, consequently setting the list's length to zero.

deepClone (preserveId, preserveReadonlyTimestamps, preserveAutonumber)

Makes a duplicate copy of a list of sObject records, including the sObject records themselves.

equals (list2)

Compares this list with the specified list and returns true if both lists are equal; otherwise, returns false.

getSObjectType ()

Returns the token of the sObject type that makes up a list of sObjects.

indexOf (listElement)

Returns the index of the first occurrence of the specified element in this list. If this list does not contain the element, returns -1.