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  • Corey Schwitz

Creating & Editing List Views

List Views are a great way to quickly filter records and update information without having to click around in Salesforce. You can filter list views for multiple types of records and keep them private or share them with a group of colleagues.


Check out our video tutorial here on how to create/clone List Views, add filters, and show/hide fields. In a future Skydog Says update, we’ll review more advanced List View/Reporting possibilities, like using “Filter Logic.”

 

Level of Difficulty: 1.5 (5 being the most difficult)



 

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