Activity Forums Salesforce® Discussions How to create a custom listview in Salesforce?

  • Saurabh

    Member
    March 28, 2017 at 1:18 pm

    Hi Suraj,

    For creating custom listview you need to proceed in such a way that is given below:

    Click Create New View at the top of any list page or in the Views section of any tab home page.

    Note
    If you don’t see Create New View, you don’t have the “Create and Customize List Views” permission. Contact your Salesforce admin to request it.

    • Enter the view name to display in the views drop-down list.
    • Enter a unique view name. The API and managed packages use this unique name.
    • Specify your filter criteria. If you want more filter fields, click Add Filter Logic... and then Add Row. You can have up to 10 fields in your filter criteria.
    • Select the fields you want to display on the list view.The default fields are automatically selected. From the fields that are in your page layout, you can display up to 15 different fields in your view.
    • When you select a long text area field, the list view displays up to 255 characters.
    • Click Save.

    The view appears in the View drop-down list so you can access it later.

    hope this will help you:

    Thanks

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos