List Views are a fast and easy way of viewing lists of your data. They only take a few minutes
to create and allow you to view specific records, edit a single record or a bunch at a time,
and a lot more so let’s dig in! We’re logged in as Pat Ever, a sales rep
at Universal Paper. Pat has a ton of leads but seeing them all
in one huge bunch like this makes us both feel a little overwhelmed.
We need some order here! Lets help Pat create a list of new leads, or ones that have a hot
rating. He’s going to plan his day around this list and contact every one of these leads!
We’ll start by clicking the List View Controls button and selecting New.
We’ll name it And select who can view the new list.
In this case, only Pat needs to see this view, and that’s selected by default.
Click Save, and that’s it for this window. We’re back at our new List View, and now
it’s time to add the filters. Let’s click Add Filter.
We’re going to select Lead Status equals New
And Rating equals Hot Now click Save
We’ll add filter logic so that a lead will show up here if it’s new OR if it’s hot.
And click Save We’ll close the filters pane.
We can open it again by going back to the List View Controls and choosing Edit List
Filters Now we’ll select the fields we want to display
as columns. We don’t need State/Province, or these last
three so let’s take those off, and add the Rating field and Save
Lets wrap the text on the email field so it doesn’t get cut off.
Beautiful! Just between you and me, Pat could take beautification one step further and add
a chart, if he wanted to! Time goes by, Pat has a stellar day. He checks
his notes and recalls STC labs is actually STIC labs so he updates it.
If you see a lock icon, this field type is not editable while in a list view.
Now he wants to update several of these leads to a Hot rating.
It’s super easy in a list view. We’ll check the leads in question
Find the pencil icon Make sure to check here to update all the
leads we’ve selected. Choose the Hot rating from the list
Click Apply Save our changes, and then click here to remove
the checkmark from these records It’s important to note that inline editing
and mass inline editing is available only if the list view you’re working with is
limited to a single record type. So make sure you add a filter for record type
to your list if you use more than 1 record type.
Pat has more updates to make, so let’s switch over to the Kanban view to get a visual sense
of his work in progress. Pat spoke to a bunch of leads who were in
the contacted stage, and they’re all potentially interested in a deal with Universal Paper
So let’s click and drag these over to the nurturing stage
All the new leads he spoke with today will move into either the contacted column or - if
they aren’t interested right now -- to Unqualified. Pat just made fast work of all of his bookkeeping.
List Views help you make sense of your data, and focus on the records most important to
you. To learn more, check out these resources
Or join us on the trail at trailblazer dot salesforce dot com.