Click on the gear icon in the upper right corner of the list view to view the List View Controls. Then click “New”. In the pop-up, enter the title of the list view you are creating and then press TAB.
Full Answer
How do I create a custom list 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 lead list in Salesforce?
Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down list.
How do I change the name of a list view in Salesforce?
Change the display order of names in List Views from 'Last Name, First Name'Access Users, Leads, Person Accounts, or User Fields and Relationships: ... Select Formula, then click Next.In the "Field Label" and "Field Name" fields, enter a name and a label for your new field.More items...
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 add contacts to a list view in Salesforce?
Here we go.From 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 add multiple contacts in Salesforce?
Please follow these steps.Log into Salesforce.In lightening Go to setup page, In quick find box search for Activity Settings.Feature settings->Sales->Activity Settings.Check the box "Allow Users to Relate Multiple Contacts to Tasks and Events".
How do I change the list view name?
You can make some changes directly in your list view. To do this, click the column name....Change a viewIn the command bar of your list, select View options . ... Select the name of the view that you want to change.More items...
How do I edit list views?
To edit or delete any view you created, click Edit next to the View drop-down list. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard force.com views.
How do I edit a list view column in Salesforce?
In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.
How do I assign list views to profiles?
In the Profiles page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . To search for and select the setting you want, type a setting name, or click the lookup icon.
What is custom list view in Salesforce?
A Salesforce custom list view can empower users to grab and segment data at a moment's notice – without the need for admin support. You can display up to 15 fields of your choice on a list view, and these fields can be changed and rearranged depending on your needs.
How do I add a column to a list view in Salesforce?
To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.
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.
Create a Template and Data Source
1. Create a Google sheets template with the data columns you’ll likely have in your lists. If your various list sources are similar, you may be able to have one template. However, if the columns in your lists vary widely between list sources, it may make sense to have more than one list loading process.
Create Jobs to Process the New Data Source
1. Clean the list entries as desired. Typical cleaning activities include:
Check for Matches Against Salesforce Contacts
1. Using the output of the above job, and the Infer task, check the records against your Salesforce Contacts for matches using the match criteria you desire. Typically, you’ll be matching on email address, and possibly other attributes such as last name, country, and/or company.
Check for Matches Against Salesforce Leads
Using the output of the above job, you’ll repeat the steps in Checking for Matches Against Salesforce Contacts with some minor differences.
Add All List, Contact and Lead Members to the Campaign in Salesforce
This step is optional and used only if you also want to add list members to a Salesforce Campaign. This process assumes the 18-character Campaign ID is in a column in the original list.
Write a Log File to Capture the Results
At the end of the list load process, it is helpful to output the results of the list you processed. Since Openprise overwrites the data in a job with each job execution, having the log file makes troubleshooting easier.
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.
