In Salesforce, you can create a custom list view for any object to filter and display records that meet specific criteria. This is useful when the default views don't show the data you need, or when a previously created list view was accidentally deleted.
To create or restore a list view, begin by clicking the tab of the specific object.
Note: To have the option to create or clone a list view, the option for the 'Display as' icon must be set to either Table or Kanban and never to Split View.
When you are brought to your new list view, the Filters area will open up by default. Here you can update the filter to only show your records or all records. You can also add additional filters based on the Standard and Custom fields that you have within that object by clicking Add Filter. If the filter is already showing the information you want you can click the X to close the filter window.
Note: You can access the filters of a list view at any time by clicking the funnel icon in the upper right. You can add filters to any list view, with the exception of Recently Viewed.
Create or Clone a List View in Lightning Experience
Use List Views
Create & Customize List Views
000392853

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.