Create List View in Salesforce Lightning

Welcome Students, I hope you are learning the Salesforce Administrator part from SFDC4STUDENTS. Now we will learn about List view and how we can create the List View in Salesforce Lightning.

1. List View is always created on an object.

2. You can use the accessibility of List View for other users or groups.

List View - In simple language, a List View in Salesforce is to see the list of records where you can see filtered records based on fields.

Create a List view -

Requirement - Show all records of the Account object which is created today.

1. Click on the ‘App Launcher (1)’ if you are in this view.

2. From the App Launcher, click to open the Sales App (2) or you can also select other apps where you want to create a List View.

3. Select the Accounts tab (3). From the list view controls (4), select New.

4. Fill in all the required Fields.

    a). If you just want to show the list view to yourself, then select ‘Only I can see this list view’.

b). If you want to show the list view to all users, then select ‘All users can see this list view’.

c). If you want to give access to this list view to other groups of users then you can select the 3^rd option.

5. Click Save (8).

6. Now, when you do not use the filter to your created list view then you will see all of the records in a list view that is created on the Account Object.

When you will use a filter then you can see the list of all records based on your filter criteria.

So let’s learn how we can use filters in Salesforce Lightning List View.

a). Select your created List View from the drop-down (9) of the list view.

b). Click on the icon (10).

c). Then Click on to Add Filter (A) link button.

d). Select the ‘Created Date’ from the field (B). Created Date is a standard field of all Salesforce objects that we are using here for the filter.

e). Select the equals operator (C). 

f).  For Value (D), type Today and then click the ‘Done’ button.

7. Finally click the Save button (11).

8. That’s it. Now for the testing, just create a fresh new Account record and you will see the magic of the list view filter that you are showing only today's created records and nothing else.

Note - You can use multiple filters on a list view based on your requirement.

Thanks for your given time guys. If anyone asks you that do you know or if can you create a list view in Salesforce Lightning then what will be your answer?