How to use List View in Salesforce CRM?

ME PL Solution How to use List View in Salesforce CRM

In Salesforce CRM, we use List View to display data so that we can filter the records displayed, view them using a chart, and edit the contents of fields from the list.

List View make working with data much easier. In today’s post, we will tell you what List View from the largest CRM Service Provider in the World are. We will also show you how to use them to make your daily work with data easier.

Below is a graphic with a description of the individual elements of the view.

The List View is a way of presenting records for a given tab

An Object is a table with data that contains records or rows in a table, and fields are column headings.

List View Salesforce CRM

Each Object in your organization has its own List View assigned to it only. By editing the standard List View  available to each user, we’re changing their appearance for all users. 

By selecting a pin next to the names, we will make the list pinned to the Object. This means that every time we access this tab, you’ll see a list that we’ve pinned.

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List View Edit

From the List View, we can edit our records. By selecting squares by their names, click on any box, and in turn in the pencil icon. A window will open.

List View Salesforce CRM

With which you can edit one field or by selecting a square, edit the fields on all previously selected records.

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List View Management Tools

The first field on the left is used to search for records by their name. 

List View Salesforce CRM

Under the gear icon are hidden the editing options for the List. 

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Use the button with the table drawn to change the display view. We have to choose the form of Table or Kanban.

List View Salesforce CRM

Charts – graphical representation of data

We can also view our records shown in  List Views in the form of charts.

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By using filters, we can group our records based on the values in the fields.

List View Salesforce CRM

Data Access

Let’s remember permissions, because only profiles with this permission can edit existing lists or create new ones.

Needed User Permissions
To create list viewsCreate and Customize List Views
To create, edit, or delete public list viewsManage Public List Views

List Views are an intuitive tool for managing records for an Object. Also, we can use it to fields mass edit.

As an official Salesforce partner, we design, implement, advise and train employees in the use of dedicated CRM systems based on the latest Salesforce technology.

Grow with Salesforce!

ME PL Solution Team

More on our blog:

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What is CRM
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Salesforce CRM supports your business and allows you to be more effective!

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