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Create a Custom List View in Lightning Experience
To see an infinitely scrollable list of records that meet your filter criteria, create a custom list view. You can start from scratch or you can clone an existing list view and then customize it with filters.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create list views: | Read on the type of record included in the list AND Create and Customize List Views |
| To create, edit, share, or delete public list views: | Manage Public List Views |
| To share personal list views: | Manage Shared List Views |
| To share list views with groups of users by role: | View Roles and Role Hierarchy |
) on the left side of the navigation bar at the top of your screen, you're in
Lightning Experience. If not, you're in Salesforce Classic.-
Click
and select New. Or, click Clone to
make a copy of the current list view.
- Give your list a name and unique API name.
-
Choose who can see this list view: just you, all users (including Partner and Customer
Portal users), or specific groups of users.
If you choose to share the list view with specific groups of users, select public groups or roles in the Search dropdown. To see and select from your org’s roles, you need the View Roles and Role Hierarchy permission.
- Click Save. The Filters panel appears.
- Click Show me, then select All objects or My Objects.
- Click Done.
-
Add and set filters to view only the records that meet your criteria. You have different
options depending on the field you want to filter and the operator you choose.
- Click Add Filter.
-
Select the field to filter, an operator, and a value.
Depending on the type of field you selected, you can either select a value or enter one of your own. Filters support values only between the minimum and maximum for a signed 32-bit integer, or between -2,147,483,648 and 2,147,483,648. A value outside of this range disables that filter.
- Click Done.
Note Entering illogical filter criteria, such as someDate <= null, can cause unexpected behavior in a list view. When you use a list view in a more strict context, such as with a Visualforce standard list controller, illogical filter criteria can cause errors. -
To add logic that further refines which records appear in your list view, click
Filter Logic. To reference filters in your logic statement, use the
number assigned to each filter.
Important Include every filter number in your logic statement. You can’t have filters that aren’t referenced in the logic statement.Operand Definition AND Finds records that match both values.
1 AND 2
OR Finds records that match either value.
1 OR 2
NOT Finds records that exclude values.
For example, Filter 1 is Industry equals Biotechnology. You set the filter logic as NOT 1. Your report returns records that don’t have Biotechnology as the Industry value.
Let’s say a rep wants to see all opportunities created in July 2015 or later, that are either in late stages of negotiation or have high probability to close, or both. Here are the filters.
- Last Modified Date greater or equal 7/1/2015
- Stage contains Proposal/Price Quote, Negotiation/Review
- Probability greater or equal 50
Then the rep adds the logic statement: 1 AND (2 OR 3)
NOT doesn’t work with parenthetical expressions. For example, the expression 1 AND NOT (2 AND 3) evaluates as 1 AND (NOT 2 AND 3). In the filter results, no records are returned when you expect to see some records.
- Click Save. The view appears in the list view dropdown list so you can access it later. Pin a list view if you want it to load as the default list for that object.
-
Optionally, choose and order the columns in your list view.
- From the List View Controls menu, Select Fields to Display.
- Use the arrows to add, remove, and reorder your visible fields.
- Click Save.
In list views, you see only the data that you have access to. You see records that you own or have read or write access to, and records shared with you. List views also include records owned by or shared with users in roles below you in the role hierarchy. You can see only the fields that are visible according to your page layout and field-level security settings.
To edit who sees an existing list view, click and select Sharing Settings.
When you enable digital experiences, list views shared with the Roles and Internal Subordinates sharing group are automatically shared with the Roles, Internal, and Portal Subordinates group instead. If you don’t want external users to access these list views, update your sharing settings.
