Creating list views in Salesforce is one of the most helpful skills a user can have. A list view is an underused tool that lets you see particular segments of your data quickly. People often confuse list views with Salesforce reports but, instead of spending the time to build an entire report when you really only need to sort by one field, why not create a list view?
Here are some examples of when to use list views:
- You need a list of contacts in Minnesota, Wisconsin, and Illinois who are interested in a specific product
- You want a list of all your won opportunities from this quarter
- You need a list of all open cases that are over one week old
If you want a quicker way to sort your data, let’s jump right in and get you building your own list views. Follow along with the video below for step-by-step instructions. Happy listing!
