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Find and View Your Data
Use tabs, search, or lists to look at your records.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: All Editions |
- Find Your Records
To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record’s tab. - Work with List Views in Lightning Experience
View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you. - Customize Your Data View
Create customized list views to display records that meet your own criteria. You determine which records display by setting filters. All records that meet your filter criteria appear in your list view. - Work with Related Lists
Records include details and links to other related records. View and perform actions on these related records with related lists. - Considerations for List Views and Related Lists
When you work with list views and related lists, keep these supported functionality, usage, limitations, and other considerations in mind. - Open Items You've Recently Viewed
In the Recent Items section of the Salesforce sidebar, you’ll find a list of up to 10 items (records, documents, custom objects, and the like) you’ve most recently added, edited, or viewed. - Use Kanban to Work with Graphical Views of Your Records
Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks. - Change Your Working Division
If your org uses divisions, you can change your working division from the Divisions field in the sidebar. - Change the Dashboard on Your Home Tab in Salesforce Classic
If your Home tab contains a dashboard snapshot, you can change the dashboard.
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