Custom List Views in Salesforce

Custom List Views in Salesforce

A view is just a list of records pulled from any object to be displayed basing on certain parameters.

Example : I have a lot of records in the Accounts object. But I do not want to see all the records. I just need to see a set of records basing on a City name. I would then create a view defining the filters like City = Texas and then it would return only the records of those Accounts where Texas is in the city field.

In view, you can also filter the fields that you would want to display.

Example : You have lot of customer related data like Name, Location, Year of establishment, and so on, about 30 fields. However, you may not need all this information to be shown in the view. You would then select the fields which you would want to be displayed and then only those fields , lets say Name , Location , to be displayed for all the customers who are in Texas.

Steps to create a Custom View :

• Go to any object, lets say Accounts in our example.
• Click on Create a new view 
• Step 1. Enter View Name
• Type in the View Name and the View unique name
• Step 2. Specify Filter Criteria
•  Here choose the criteria 
•  All Accounts : If you want to apply the filter taking on all the Accounts.
•  My Accounts: If you want to apply the filter only on Accounts you own.
•  My Account Teams : If you want to apply filters only Accounts your team owns. [Will discuss on creating Account Teams in Salesforce later in a different post.]
  
  Once that is done , choose the filter criteria to filter horizontally , which means, selecting the fields with a particular filter value. Then add the filter logic .
  
  Filter logic is just choosing a combinations of conditions with the usage of OR , AND functions. For example you might want to create a custom view on Accounts object by choosing records where the City equals to San Francisco OR it equals to Portland, then here is how you do it :
  
  Filter By Additional Fields (Optional):

  	Field	Operator	Value
  1.	--None--Account Name Account Site Billing Address Billing Street Billing City Billing State/Province Billing Zip/Postal Code Billing Country Shipping Address Shipping Street Shipping City Shipping State/Province Shipping Zip/Postal Code Shipping Country Phone Fax Account Number Type Website Employees D&B Company Data.com Key SIC Code SIC Description NAICS Code NAICS Description D-U-N-S Number Tradestyle Year Started Account Source Industry Annual Revenue Ownership Ticker Symbol Rating Partner Account Customer Portal Account Parent Account Last Activity Clean Status Created Date Last Modified Date Account Owner Alias Owner First Name Owner Last Name Created By Alias Last Modified By Alias Active Alternate Phone Number Average Bigger Customer Priority date1 date2 datedeletethis delete owner id Device Count Device Count Distance Distance_Calculation_in_km_01 Distance Calculation in km Flag flaghedgeco forcustomer geolocation_field_01 geolocation_field_01 (Latitude) geolocation_field_01 (Longitude) geolocation field geolocation field (Latitude) geolocation field (Longitude) Minimum Amount Number of Locations profile1 profile2 Rate SicAcode SLA SLA Expiration Date SLA Serial Number ss4mformularollup ssRoll Up Opp Amt sumofoppdiscount testemail test mapping accounts testowner Total Device Amount Upsell Opportunity url User website Topics	--None--equalsnot equal toless thangreater thanless or equalgreater or equalcontainsdoes not containstarts with
  2.	--None--Account Name Account Site Billing Address Billing Street Billing City Billing State/Province Billing Zip/Postal Code Billing Country Shipping Address Shipping Street Shipping City Shipping State/Province Shipping Zip/Postal Code Shipping Country Phone Fax Account Number Type Website Employees D&B Company Data.com Key SIC Code SIC Description NAICS Code NAICS Description D-U-N-S Number Tradestyle Year Started Account Source Industry Annual Revenue Ownership Ticker Symbol Rating Partner Account Customer Portal Account Parent Account Last Activity Clean Status Created Date Last Modified Date Account Owner Alias Owner First Name Owner Last Name Created By Alias Last Modified By Alias Active Alternate Phone Number Average Bigger Customer Priority date1 date2 datedeletethis delete owner id Device Count Device Count Distance Distance_Calculation_in_km_01 Distance Calculation in km Flag flaghedgeco forcustomer geolocation_field_01 geolocation_field_01 (Latitude) geolocation_field_01 (Longitude) geolocation field geolocation field (Latitude) geolocation field (Longitude) Minimum Amount Number of Locations profile1 profile2 Rate SicAcode SLA SLA Expiration Date SLA Serial Number ss4mformularollup ssRoll Up Opp Amt sumofoppdiscount testemail test mapping accounts testowner Total Device Amount Upsell Opportunity url User website Topics	--None--equalsnot equal toless thangreater thanless or equalgreater or equalcontainsdoes not containstarts with
  3.	--None--Account Name Account Site Billing Address Billing Street Billing City Billing State/Province Billing Zip/Postal Code Billing Country Shipping Address Shipping Street Shipping City Shipping State/Province Shipping Zip/Postal Code Shipping Country Phone Fax Account Number Type Website Employees D&B Company Data.com Key SIC Code SIC Description NAICS Code NAICS Description D-U-N-S Number Tradestyle Year Started Account Source Industry Annual Revenue Ownership Ticker Symbol Rating Partner Account Customer Portal Account Parent Account Last Activity Clean Status Created Date Last Modified Date Account Owner Alias Owner First Name Owner Last Name Created By Alias Last Modified By Alias Active Alternate Phone Number Average Bigger Customer Priority date1 date2 datedeletethis delete owner id Device Count Device Count Distance Distance_Calculation_in_km_01 Distance Calculation in km Flag flaghedgeco forcustomer geolocation_field_01 geolocation_field_01 (Latitude) geolocation_field_01 (Longitude) geolocation field geolocation field (Latitude) geolocation field (Longitude) Minimum Amount Number of Locations profile1 profile2 Rate SicAcode SLA SLA Expiration Date SLA Serial Number ss4mformularollup ssRoll Up Opp Amt sumofoppdiscount testemail test mapping accounts testowner Total Device Amount Upsell Opportunity url User website Topics	--None--equalsnot equal tostarts withcontainsdoes not containless thangreater thanless or equalgreater or equalincludesexcludeswithin
  4.	--None--Account Name Account Site Billing Address Billing Street Billing City Billing State/Province Billing Zip/Postal Code Billing Country Shipping Address Shipping Street Shipping City Shipping State/Province Shipping Zip/Postal Code Shipping Country Phone Fax Account Number Type Website Employees D&B Company Data.com Key SIC Code SIC Description NAICS Code NAICS Description D-U-N-S Number Tradestyle Year Started Account Source Industry Annual Revenue Ownership Ticker Symbol Rating Partner Account Customer Portal Account Parent Account Last Activity Clean Status Created Date Last Modified Date Account Owner Alias Owner First Name Owner Last Name Created By Alias Last Modified By Alias Active Alternate Phone Number Average Bigger Customer Priority date1 date2 datedeletethis delete owner id Device Count Device Count Distance Distance_Calculation_in_km_01 Distance Calculation in km Flag flaghedgeco forcustomer geolocation_field_01 geolocation_field_01 (Latitude) geolocation_field_01 (Longitude) geolocation field geolocation field (Latitude) geolocation field (Longitude) Minimum Amount Number of Locations profile1 profile2 Rate SicAcode SLA SLA Expiration Date SLA Serial Number ss4mformularollup ssRoll Up Opp Amt sumofoppdiscount testemail test mapping accounts testowner Total Device Amount Upsell Opportunity url User website Topics	--None--equalsnot equal tostarts withcontainsdoes not containless thangreater thanless or equalgreater or equalincludesexcludeswithin
  5.	--None--Account Name Account Site Billing Address Billing Street Billing City Billing State/Province Billing Zip/Postal Code Billing Country Shipping Address Shipping Street Shipping City Shipping State/Province Shipping Zip/Postal Code Shipping Country Phone Fax Account Number Type Website Employees D&B Company Data.com Key SIC Code SIC Description NAICS Code NAICS Description D-U-N-S Number Tradestyle Year Started Account Source Industry Annual Revenue Ownership Ticker Symbol Rating Partner Account Customer Portal Account Parent Account Last Activity Clean Status Created Date Last Modified Date Account Owner Alias Owner First Name Owner Last Name Created By Alias Last Modified By Alias Active Alternate Phone Number Average Bigger Customer Priority date1 date2 datedeletethis delete owner id Device Count Device Count Distance Distance_Calculation_in_km_01 Distance Calculation in km Flag flaghedgeco forcustomer geolocation_field_01 geolocation_field_01 (Latitude) geolocation_field_01 (Longitude) geolocation field geolocation field (Latitude) geolocation field (Longitude) Minimum Amount Number of Locations profile1 profile2 Rate SicAcode SLA SLA Expiration Date SLA Serial Number ss4mformularollup ssRoll Up Opp Amt sumofoppdiscount testemail test mapping accounts testowner Total Device Amount Upsell Opportunity url User website Topics	--None--equalsnot equal tostarts withcontainsdoes not containless thangreater thanless or equalgreater or equalincludesexcludeswithin

  Add Row Remove Row
  Clear Filter Logic
  Filter Logic:
   Tips
•  Step 3. Select Fields to Display : Next step is to select the fields that you would want to be displayed in the results.
• Step 4. Restrict Visibility : You need to select who are the users you want this Custom view to be accessible to . Choose 
•  Visible only to me : In case you want it to be available only to you.
•  Visible to all users (Includes partner and customer portal users)  : If you want to make it available to all the users
•  Visible to certain groups of users : If you want to make it available to some group of users.
• Now Save it .

The below will be the way your view shows the data : 

Accounts Filter 1 All Accounts My Accounts New Last Week New This Week Platinum and Gold SLA Customers Recently Viewed Accounts test 

Edit | Delete | Create New View

ABCDEFGHIJKLMNOPQRSTUVWXYZOtherAll

	Action	Account Name	Account Site	Billing State/Province	Phone	Type	Account Owner Alias	Billing City

Edit | Del |

sForce

CA

(415) 901-7000

kkuma

San Francisco

Edit | Del |

Francheska Torres

kkuma

San Francisco

Edit | Del |

Express Logistics and Transport

OR

(503) 421-7800

Customer - Channel

kkuma

Portland

Now that the view is created. You can choose the view from the list box and then you would see the records only that you defined by the conditions above.