Create & Customize Salesforce List Views (Easy Tutorial)

Salesforce List Views are customizable displays of object records, providing a sorted and filtered summary of data in a tabular format. Useful for managing, organizing, and tracking records, they facilitate easy viewing and editing of specific subsets of data, boosting productivity and data-driven decision-making.
In this video, Mariel runs us through how to create & customize Salesforce list views in this super easy tutorial, so you feel more comfortable navigating this handy feature.
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[@jeslysaligan7998]

Thanks for sharing, super helpful ❤❤

[@OfficialSFBen]

You are so welcome!

[@saralapanda2201]

suppose i want to search opportunities based on Account name, how do i do that?

[@OfficialSFBen]

Hi there! All you need to do here is create an Opportunities list view and add a filter with the Account Name you wish to filter by. This then shows only Opportunities for that Account. Hope this helps!

[@NUBIANFIRE]

Thank you! Very helpful!

[@OfficialSFBen]

So glad you enjoyed it! Thank you for being subscribed, we really appreciate it!