Improve List View Performance

To make sure that performance doesn’t degrade over time, develop a strategy and governance process on how to manage your Salesforce org’s list views. Ensure that these processes are easily repeatable.

• Segment your users into groups with specific analytics requirements and use cases.
• Use a centralized group to manage your org’s analytical needs.
• Use a feedback process that allows the centralized group to create and manage new list views.
• Train your users on your overall management strategy.
• To manage your data growth, develop an archival process.
• Use a representative test group to simulate list view usage in production.

A list view’s filters can have a significant impact on how it performs. Make your filters as specific as possible. The number of records in your org and the number of records a user has access to can also affect performance.

If your list view returns over 2,000 records, use a report instead. List view results are truncated at 2,000 records, so a filter set that returns over 2,000 records spends extra time querying records it can’t display. To improve your list view’s performance and reduce the number of records returned in your queries, consider these tips.

• Use the EQUALS operator instead of the CONTAINS operator.
• Use the AND statement instead of the OR statement.
• Use start date, end date, and relative date filters.
• Limit the scope of the filters to an individual or their team.
• Limit record access to only the necessary users and profiles.
• Reduce the number of fields displayed.