Create a List View in Lightning Experience | Salesforce
Create a List View in Lightning Experience
Create a view to see an infinitely scrollable list of records that meet your filter criteria.
Available in: Lightning Experience
Available in: 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, or delete public list views:
“Manage Public List Views”
These steps work in Lightning Experience. 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.
Actions you can take for list views are available in the List View Controls menu, accessed by clicking .
From List View Controls, select New.
Enter a name for your list.
Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.
Click Save. The Filters panel appears.
Click Show me, then select All objects or My objects.
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.
Filters support values only between the minimum and maximum for a signed 23-bit integer, or between 1 and 2,147,483,648. A value outside of this range disables that filter.
Click Add Filter.
From the New Filter drop-down menu, select the field to filter.
From the Filter by... drop-down menu, select an operator. For example, choose equals, starts with, or does not contain.
For Value, make a selection or enter a value.
To set another filter, click Add Filter.
To remove a filter, click near the filter name.
To add logic that further refines which records appear in your list view, click Filter Logic. Use the number assigned to each filter to reference filters in your logic statement.
Include every filter number in your logic statement. You can’t have filters that aren’t referenced in the logic statement.
Finds records that match both values.
1 AND 2
Finds records that match either value.
1 OR 2
Finds records that exclude values.
For example, Filter 1 is Industry equals Biotechnology. You set 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:
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’d expect to see some records.
Click Save. The view appears in the list view drop-down list so you can access it later.
Optionally, choose and order the columns in your list view.
From the List View Controls menu, Select Fields to Display.
To add columns, select one or more fields from Available Fields and use the arrow to move them to Visible Fields.
To remove columns, select one or more fields from Visible Fields and use the arrow to move them to Available Fields.
Order columns by selecting one or more fields from Visible Fields and using the arrows to move them up or down.
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.