How to Create List Views in Salesforce

Overview

The purpose of this article is to show users how to Create List Views in Sales force.

How To

  1. On the List View screen, Select Gear Symbol next to the “Search this list” box and Click New.
  2. Next, name your List view and select the permissions then select Save:

  1. Once you save, your list view is created – Initially, the List View will be blank until you set up the filtering.
  2. To edit the filter, select the Filter icon on top right of the List View (Funnel Icon).
  3. Make sure Filter by Owner is set to All Applications – Then click Add Filter.
  4. Once you select Add Filter, the following screen will pop out:

  1. Here, you must set the field you want to filter on by clicking the drop down under Field – This drop down will show all fields related to Application/Applicant.
  2. Next, select your Operator – The operator is used to set the relationship between the Field and the Value you want to filter out or include in your List View – For example in the screenshot above, we are Filtering All Application where the Applicant (Name of Applicant) contains Ali in their name.

Here are all of the operators:

  • Equals
  • Not Equal to
  • Less Than
  • Greater Than
  • Less or Equal to
  • Greater or Equal to
  • Contains
  • Does not Contain
  • Starts with

Lastly, select Done - If you want to add more filter, select Add Filter Logic and repeat the above steps for another Field and Value set.

More Assistance

For more assistance with Sales force, please contact the Help Desk at (708) 608-HELP (4357).

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