Manage List Views

This article provides a brief description of which records are displayed in each list available to you in the object along with instructions to create a personal list view. The example used is Lead records, but the process is the same for all object list views.

This article provides a brief description of which records are displayed in each list available to you in the object along with instructions to create a personal list view.  The example used is Lead records, but the process is the same for all object list views.

Create a List View

1. In Salesforce, click on the object tab then click the gear to access the dropdown menu.
   
2. Select “New” or if you want a copy of the current list view with its filters, select “Clone”
   
   
3. Name your list in the window that pops up and press Save. You will see your list in the object list view dropdown list.
   
   
4. In the bar to the right of the page, click “Add Filter” and set the conditions by which you want to filter. Add as many filters as you want and can add Filter logic (AND, OR, NOT).