Salesforce.com Tip of the Day – Working with List views

List views give you access to specific sets of data based on a criteria. You have many standard views (created by Salesforce or your administrator) available in Salesforce. In addition to this you can also easily create custom views for the items most relevant to you.

Some of the common views are

  • All Accounts
  • My Accounts
  • My Contacts
  • New Leads this week
  • Birthdays this week

Viewing records in a View

Select one of the view from the drop down to view the records in that List View

List Views 1

Once selected the records in the List view will be displayed

List view display in Salesforce.com

Sorting records

You can click any column heading to sort by the data in that particular column.

List Views Sorting Records

 

Click the heading again to reverse sort the list …

List Views Sorting Records 2

Viewing more number of records

By default the list views will show 50 records per page. You can view more or less records. Select the number of records you want to view in a List View bottom left:

Viewing More records

Viewing records based on starting letter

You can sort on a column and for that column to quickly identify the records starting with a letter you can use the alphabets at the top of list view. Select the starting letter to give you only the results that are starting with that letter.

List Views Selecting Initial Letter

Printable view

If you want to print the records in a Salesforce.com List view you can use the printable view option. Click on printer icon to view a printable list of the records in the view.

Printable view

 

The printable view will look something like this

Printable List View Salesforce

 

 

Navigating within List view

Navigating within list views is very easy. The following options are available for navigating within list views

Next & Previous Links & Go to Page

Navigating in Salesforce List Views

 

Toggle between Chatter List view and Data List View

Alternate between data List and Chatter Feed

 

So this is for the starters – in a next post we will learn how to create custom list views or how to modify an existing list view to add more columns to it.

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