Create a List View in Salesforce Classic | Salesforce
Create a List View in Salesforce Classic
Create a list view to see a specific set of contacts, documents, or other object records. For example, create a list view of accounts in your state, leads with a specific lead source, or opportunities above a particular amount. You can also create views of contacts, leads, users, or cases to use for mass email recipient lists.
Available in: Salesforce Classic
Available in: All Editions
User Permissions Needed
To create custom list views:
“Read” on the type of record included in the list AND “Create and Customize List Views”
To create, edit, or delete public list views:
“Manage Public List Views”
These steps work in Salesforce Classic. If you see the App Launcher icon () 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.
To create a view, click Create New View at the top of any list page or in the Views section of any tab home page.
If you don’t see Create New View, you don’t have the “Create and Customize List Views” permission. Contact your Salesforce admin to request it.
For Enter View Name, enter the name to display in the views drop-down list.
If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
Specify your filter criteria.
Filter by Owner
These options vary depending on the kind of record. In general, select All... or My... to specify the set of records to search. Possible options include:
Viewing leads and cases by queue.
Grouping by price book.
Viewing activity list views in any of several ways.
If your org has territory management, restricting account and opportunity list views by My Territories or My Territory Teams. My Territories means records associated with territories to which you belong. My Territory Teams means records associated with either territories to which you belong or territories below you in the territory hierarchy.
If your org has case teams, restricting case list views by My Case Teams.
If your org has account teams, restricting account list views by My Account Teams.
If your org has opportunity teams, restricting opportunity list views by My Opportunity Teams.
Filter by Campaign
This option is available on these list views:
Mass email contacts
Mass email leads
Mass add campaign members wizard
Mass update campaign members wizard
If you’re editing a list view that’s filtered by campaign and don’t have at least read access to the campaign, you get an error when attempting to save the list view.
Filter by Division
If your org uses divisions to segment data and you have the “Affected by Divisions” permission, select the division for the records you want to view. This option is disabled if you’re not searching all records.
Select Current to show records in your current working division.
Filter by Additional Fields
Optionally, enter filter criteria to specify conditions that the selected items must match—for example, Lead Source equals Web. You can also use date values in your filter criteria.
When you select the Created Date field in a list view filter, the value you specify can only be a date and not a time. This restriction does not apply to other filters.
Select which fields to display.
The default fields are automatically selected. From the fields that are in your page layout, you can display up to 15 different fields in your view.
To add or remove fields, select a field name, and click the Add or Remove arrow.
Use the arrows to arrange the fields in the proper sequence.
Considerations for adding fields
When you select a long text area field, up to 255 characters are displayed in the list view.
You can use only custom long text area fields in custom list views; standard long text area fields aren’t available.
If you add or remove a field and save the change, the list view’s columns adjust to the default width to accommodate the change. This change ignores any previously set custom widths.
Optionally restrict the view’s visibility.
If you’re an admin or a user with the “Manage Public List Views” permission, specify whether everyone or just you can see the custom view. This option is not available in Personal Edition. To see a list view, users also require “Read” permission for the type of records within the list view.
Enterprise, Unlimited, Performance, and Developer Edition users can give access to a public group or role, including all users below that role. To share the list view:
Select Visible to certain groups of users.
Choose the type of group or role from the drop-down list, and then select the group or role from the list.
List views are visible to your Salesforce
Customer Portal users if the Visible to all users setting is enabled for views of objects in Customer Portal users’ profiles. To make list views visible only to your Salesforce users, select Visible to certain groups of users. Then share the view with the All Internal Users group or a selected set of internal groups and roles.
When implementing a Customer Portal, create custom views that contain only relevant information for Customer Portal users. Then make those views visible to Customer Portal users by sharing them with the All Customer Portal Users group, or a set of portal groups and roles.
Click Save. The view appears in the View drop-down list so you can access it later.
You can rename an existing list view and click Save As to save the criteria of the list view without altering the original view.
To navigate back to the last list page you viewed, click Back to list at the top of any detail page.
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.
Archived activities are not included in activity list views. You can use the Activity History related list to view these activities.