Work with Account List Views

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the purpose of an account list view.
• Filter the results of the account list view.
• Share a list view.
• View your list view on a kanban board.

What Is an Account… and a List View?

Accounts are used to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people. To see lists of your accounts, you use a list view—a view that shows all account records. List views are dynamic, so if an account is edited, the list view automatically reflects the changes. Numerous actions like filtering, creating, and sharing can be done from the accounts list view.

Filter Results

1. In most cases, your list view will default to Recently Viewed. To toggle to a different list view, click the down arrow next to the list view name and select All Accounts.
2. Click the Filter icon.
3. Click Add Filter.
4. Select Annual Revenue from the Field picklist.
5. Select greater than from the Operator picklist.
6. Enter any number in the Value field.
7. Click Done.
8. Click Save to apply the filter to the list view.
9. To remove the filter, click Remove All.
10. Click Save.
11. To close the Filters panel, click the X.

Filtering is most powerful when there are numerous records. Try adding a new account or two using the New button. Adjust your new filter to see the power of filtering. Additional filters can always be added if you need your list even more refined.

Create a New List View

1. Click the List View Controls icon.
   
2. Select New.
3. Enter a new name in the List Name field.
4. The List API Name will be auto-generated.
5. Select who should be able to see this list.
6. Click Save.

Choose Fields to Be Displayed

1. Click the List View Controls icon.
2. Click Select Fields to Display.
3. Move 1 or 2 fields from the Visible Fields to the Available Fields.
4. Click Save and notice that the fields you removed are no longer visible in this list.

Share a List

1. Click the List View Controls icon.
2. Select Sharing Settings.
3. Select who should see this list view.
4. Click Save. If sharing with all users or groups of users, this list view will now automatically appear as an option when they toggle between their accounts list views.

As you can see, the accounts list view is incredibly powerful and flexible. Be sure to keep exploring as there is even more that can be done within the accounts list view.

Resources

• Salesforce Help: Manage Accounts