Skip to main content

List Views

List views allow you to customize how records are displayed and filtered in Salesforce. This guide covers creating list views, customizing buttons, and managing records in bulk.

Creating List Views​

List views allow you to customize how records are displayed and filtered in Salesforce. You can create custom list views with specific filters and column configurations.

Create a List View​

  1. From the App Launcher, find and select the appropriate app (e.g., Sales app) and select the tab you want to customize (e.g., Accounts tab)
  2. From the list view controls, select New
  3. Name the list (e.g., "Channel Customers")
  4. Select All users can see this list view or choose specific visibility settings
  5. Click Save

Adding Filters​

Once you've created a list view, you can add filters to show only specific records:

  1. Click Add Filter
  2. From the Field dropdown menu, select the field you want to filter by (e.g., Type)
  3. Select the operator (e.g., equals)
  4. For Value, select the desired value (e.g., Customer - Channel), then click Done and Save

You can add multiple filters to further refine your list view. For example, you might filter by both customer type and geographic location.

Customizing Columns​

You can customize which columns appear in your list view:

  1. From the list view controls, select Select Fields to Display
  2. Move fields out of the Visible Fields area to hide them
  3. Add fields from the available fields list to show them
  4. Click Save

Sorting List Views​

See the arrow in a column header? That indicates which direction the contents of that column are sorted. Click the header to sort that column. The arrow indicates how the list is sorted:

  • Up arrow: sorted from first to last (alphabetically/numerically)
  • Down arrow: sorted from last to first

Editing Records from List Views​

You can edit record fields directly from within a list view:

  • Editable cells display a pencil icon when you hover over them
  • Non-editable cells display a lock icon

Creating List View Charts​

List view charts help you visualize your list view data:

  1. From your list view, click the chart icon
  2. In the Charts panel, click New Chart
  3. Name the chart and configure:
    • Chart Type: Choose from available chart types (e.g., Donut Chart)
    • Aggregate Type: Specify how data is calculated (Sum, Count, or Average)
    • Aggregate Field: The field to calculate
    • Grouping Field: The field to group by
  4. Click Save

Sharing Settings​

You can change who can see the list view by clicking the list view controls icon and selecting Sharing Settings. This allows you to control visibility of your custom list views.

Custom List View Buttons​

You can customize the buttons that appear on the Employees list view in Salesforce by configuring the List View Button Layout.

Steps​

  1. Navigate to Setup in Salesforce.
  2. Go to Object Manager.
  3. Find and select the Employee object.
  4. Click on List View Button Layout in the left navigation menu.
List View Button Layout
warning

Layouts and search layouts aren't getting updated automatically. After making changes, you may need to refresh your view or clear your browser cache to see the updates.

Mass Delete from List Views​

We don't have the option to mass-delete all records directly within flair. However, Salesforce offers a great solution enabling the mass deletion of records.

Using Salesforce Mass Delete Tool​

Please follow this link to learn more and download the Mass Delete tool from the AppExchange.

This tool allows you to:

  • Select multiple records from list views
  • Delete them in bulk
  • Set up deletion rules and criteria
  • Schedule mass deletions

Important: Always exercise caution when performing mass deletions. Consider backing up your data and testing in a sandbox environment first.