Add Default Filters to List Views in Salesforce

o create a list view with default filters, follow these steps:

Step 1: Create a List View

1. Open the App Launcher and select the relevant app (for example, Sales)
2. Go to the desired object tab (for example, Opportunities)
3. Click the List View Controls (⚙️ icon)
4. Select New
5. Enter:
   • List Name
   • Who can see this list view
6. Click Save

The new list view will display all records by default along with the filter panel.

Step 2: Add Filters

1. Click Add Filter
2. Select a field (for example, Stage)
3. Choose an operator (for example, not equal to)
4. Select values (for example, Closed Won and Closed Lost)
5. Click Done and then Save

This filter ensures that only active Opportunities are displayed.

Step 3: Set as Default View (Optional)

• Pin the list view using the pin icon to make it your default view when opening the object tab