{"id":196,"date":"2013-08-09T13:48:47","date_gmt":"2013-08-09T08:18:47","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=196"},"modified":"2024-07-26T09:48:11","modified_gmt":"2024-07-26T09:48:11","slug":"salesforce-com-tip-of-the-day-working-with-list-views","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/salesforce-com-tip-of-the-day-working-with-list-views\/","title":{"rendered":"Salesforce.com Tip of the Day &#8211; Working with List views"},"content":{"rendered":"<p>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.<\/p>\n<p>Some of the common views are<\/p>\n<ul>\n<li>All Accounts<\/li>\n<li>My Accounts<\/li>\n<li>My Contacts<\/li>\n<li>New Leads this week<\/li>\n<li>Birthdays this week<\/li>\n<\/ul>\n<p><!--more--><\/p>\n<h5>Viewing records in a View<\/h5>\n<p>Select one of the view from the drop down to view the records in that List View<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-197\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-1.png\" alt=\"List Views 1\" width=\"315\" height=\"229\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-1.png 315w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-1-300x218.png 300w\" sizes=\"auto, (max-width: 315px) 100vw, 315px\" \/><\/p>\n<p>Once selected the records in the List view will be displayed<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-198\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-View-2.png\" alt=\"List view display in Salesforce.com\" width=\"801\" height=\"231\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-View-2.png 801w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-View-2-300x86.png 300w\" sizes=\"auto, (max-width: 801px) 100vw, 801px\" \/><\/p>\n<h5>Sorting records<\/h5>\n<p>You can click any column heading to sort by the data in that particular column.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-199\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Sorting-Records.png\" alt=\"List Views Sorting Records\" width=\"734\" height=\"309\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Sorting-Records.png 734w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Sorting-Records-300x126.png 300w\" sizes=\"auto, (max-width: 734px) 100vw, 734px\" \/><\/p>\n<p>Click the heading again to reverse sort the list &#8230;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-200\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Sorting-Records-2.png\" alt=\"List Views Sorting Records 2\" width=\"615\" height=\"193\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Sorting-Records-2.png 615w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Sorting-Records-2-300x94.png 300w\" sizes=\"auto, (max-width: 615px) 100vw, 615px\" \/><\/p>\n<h5>Viewing more number of records<\/h5>\n<p>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:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-201\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Viewing-More-records-e1376035693398.png\" alt=\"Viewing More records\" width=\"435\" height=\"259\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Viewing-More-records-e1376035693398.png 435w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Viewing-More-records-e1376035693398-300x178.png 300w\" sizes=\"auto, (max-width: 435px) 100vw, 435px\" \/><\/p>\n<h5>Viewing records based on starting letter<\/h5>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-202\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Selecting-Initial-Letter.png\" alt=\"List Views Selecting Initial Letter\" width=\"666\" height=\"149\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Selecting-Initial-Letter.png 952w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/List-Views-Selecting-Initial-Letter-300x67.png 300w\" sizes=\"auto, (max-width: 666px) 100vw, 666px\" \/><\/p>\n<h5>Printable view<\/h5>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-203\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Printable-view.png\" alt=\"Printable view\" width=\"251\" height=\"100\" \/><\/p>\n<p>The printable view will look something like this<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-204\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Printable-List-View.png\" alt=\"Printable List View Salesforce\" width=\"669\" height=\"186\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Printable-List-View.png 1365w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Printable-List-View-300x83.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Printable-List-View-1024x283.png 1024w\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" \/><\/p>\n<h5>Navigating within List view<\/h5>\n<p>Navigating within list views is very easy. The following options are available for navigating within list views<\/p>\n<p><strong>Next &amp; Previous Links &amp;\u00c2\u00a0Go to Page<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-205\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Navigating-in-List-Views.png\" alt=\"Navigating in Salesforce List Views\" width=\"694\" height=\"80\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Navigating-in-List-Views.png 694w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Navigating-in-List-Views-300x34.png 300w\" sizes=\"auto, (max-width: 694px) 100vw, 694px\" \/><\/p>\n<p><strong>Toggle between Chatter List view and Data List View<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-206\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2013\/08\/Alternate-between-data-List-and-Chatter-Feed.png\" alt=\"Alternate between data List and Chatter Feed\" width=\"225\" height=\"176\" \/><\/p>\n<p>So this is for the starters &#8211; 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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[68],"tags":[69,72],"class_list":["post-196","post","type-post","status-publish","format-standard","hentry","category-salesforce-tip-of-the-day","tag-salesforce-list-views","tag-salesforce-com-views","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=196"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/196\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}