Create Custom List Views in Salesforce Classic | Salesforce
Create Custom List Views in Salesforce Classic
Create a list view to see a specific set of contacts, documents, or other object records. For example, you can 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 a row of tabs across the top of your screen, you're in Salesforce Classic. If you see a navigation bar on the left, you’re in Lightning Experience.
To create a new 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 administrator to request it.
Enter View Name
Enter the name to appear in the View drop-down list.
If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
Specify 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. There may be additional options:
Lead and case list views can be restricted by queue.
Price book list views can be restricted by price book.
Activity list views have several options.
If your organization has territory management, account and opportunity list views can be restricted 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 organization has case teams, case list views can be restricted by My Case Teams.
If your organization has account teams, account list views can be restricted by My Account Teams.
If your organization has opportunity teams, opportunity list views can be restricted 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 are editing a list view that is filtered by campaign, and do not have at least read access to the campaign, you will receive an error when attempting to save the list view.
Filter by Division
If your organization uses divisions to segment data and you have the “Affected by Divisions” permission, select the division that records in the list view must match. This option is disabled if you are 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 special 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 Fields to Display
The default fields are automatically selected. You can choose up to 15 different fields to display in your view. You can display only the fields that are available in your page layout. When you select a long text area field, up to 255 characters are displayed in the list 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.
If you are an administrator 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 must also have the appropriate “Read” permission on the type of records within the list view.
Alternatively, Enterprise, Unlimited, Performance, and Developer Edition users can specify a public group, role, or role including all users below that role to see the custom view. To share the list view, select Visible to certain groups of users, choose the type of group or role from the drop-down list, select the group or role from the list below it, and click Add.
List views are visible to your customers in the SalesforceCustomer Portal if the Visible to all users radio button is selected for views on objects assigned to Customer Portal users' profiles. To create list views that only your Salesforce users can see, select Visible to certain groups of users, and then share it 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, and then make those views visible to Customer Portal users by sharing them with the All Customer Portal Users group or a selected 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.
The information you see in list views is only the data to which you have access—either records you own or have read or read/write access to, records that have been shared with you, or records owned by or shared with users in roles below you in the role hierarchy. You can view only those fields that are visible in your page layout and field-level security settings.
In addition, archived activities are not included in activity list views. You can use the Activity History related list to view these activities.