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Filter List Views by Current User with Custom Lookup Relationship Fields

Publiceringsdatum: Jan 28, 2026
Beskrivning

In Salesforce, when you have a custom lookup relationship field pointing to the User object, you may want to filter a list view so it only shows records assigned to or related to the person currently logged in. This article explains how to use the special value $USER in list view filter criteria to achieve this dynamically, without hardcoding a specific user's name.

Lösning

To filter a list view by the currently logged-in user using a custom lookup relationship field, you can use the value "$USER" in the filter criteria.

The $USER value is a dynamic global variable that Salesforce resolves to the ID of the currently logged-in user, making it compatible with lookup-based filter fields on list views.


The steps are as follows:

  1. Click the Filter icon (funnel icon) in the top right of the list view to display the filter settings.
  2. Click Add Filter and select the target custom lookup relationship field (User object) for Field.
  3. Select an Operator, enter "$USER" in the Value field, and click Done to apply the filter.
  4. Click Save.

Note: For details on special values like "$USER", please refer to the relevant documentation.

Knowledge-artikelnummer

005239566

 
Laddar
Salesforce Help | Article