Software like Salesforce makes customer relationship management very easy and convenient. Usually, it focuses on customer services, customer analysis, sales, and marketing.
If you have ever dealt with field service management, you might know the importance of creating a list view with the customers’ information. So, in this writing, we’ve discussed how to create a list view in Salesforce by following some simple steps. Keep reading till the end.
What is Salesforce?
Salesforce is a cloud-based software or platform that provides customer relationship management facilities for businesses and companies. Some of the functions include sales promotion, customer service, marketing, and many more.
It is specially designed to assist in your sales, service, marketing, and customer relationships. Since it is a cloud-based system, people can also run their business with Salesforce anywhere.
Thus it makes customer relationship management more convenient. Besides, you can personalize or customize the customer’s experience with the Salesforce platform.
Steps to create a list view in Salesforce:
If you want to create a list view in Salesforce, you can easily do that by following some easy steps.
Step 1: Launch the Salesforce and create a new view:
First and foremost, you need to launch the Salesforce software in your system. After that, you need to go to the top of the page. Then you will see the “Create new view” option. Or you can also find it in the view section of your home page.
Step 2: Enter view name:
After creating the new view, you will see a new window appear on your screen. You will see a window with a view name and view unique name options. You need to enter a unique view name.
One important thing that you need to keep in mind is that the name you are using has to be unused in any list view. The list view can be public or private. In both cases, you need to keep it unique.
Step 3: Specify the criteria:
In this step, you need to specify the criteria. Sometimes, you may need more filter fields. In that case, simply click on “Add filter logic,” and then you need to add the row. Usually, you can add up to 10 filters in any following filter criteria.
Generally, while specifying the criteria, you may have two options. Either you can Filter by the owners or filter by the Additional fields. Filtering by owners is easier to specify the criteria than filtering by the additional fields.
Step 4: Select the field to display:
In this step, all you need to do is select the field you want to display on your list view. Some default fields are automatically selected. But from the page layout, you can choose the field according to your choice.
Usually, you can select up to 15 different fields to display in your list view. If you have any long text area field, your list view can display up to 255 characters. After selecting the fields, you need to click on save. And then, you will get the list views of your following content.
Besides, if you want, you can change or modify the number of records in the future and access them later.
Generally, while maintaining customer relationship management, you need to see every single piece of information in detail. Salesforce will allow you to access the detailed information of your customers.
But to view the content in list view, you need to create a list view in Salesforce. If you can follow the steps mentioned above, we hope you can easily create a list view in Salesforce.
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