Work with Opportunity List Views

Learning Objectives

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

• Describe the purpose of the opportunities list view.
  
• Filter the results of an opportunities list view.
  
• Create a new list view.
  
• Display a list view on a kanban board.
  

What Is an Opportunity… and a List View?

Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the amount of potential sales. To see lists of your opportunities, you use a list view—a view that shows all opportunities records. List views are dynamic, so if an opportunity is updated, the list view will automatically reflect the changes. Numerous actions like filtering, creating, and visualizing can be done from the opportunities list view.

Filter Results

1. In most cases, your list view defaults to Recently Viewed. To toggle to a different list view, click the down arrow next to the list view name and select All Opportunities.
   
2. Click the Filter icon.
   
   
3. Click Add Filter.
   
4. Select Amount from the Field picklist.
   
5. Select less or equal 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 opportunity 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.
   

Visualize a List

1. With your list view open, click the Display as icon.
   
   
2. Select Kanban. This is a different way to visualize your list view data using grouping.
   
3. Certain actions like creating a new task or event can be taken directly from the record tiles to help keep these deals moving.
   
4. Notice that this kanban board defaults to grouping by opportunity status (also known as stage). To edit your grouping selections, click the List View Controls icon.
   
5. Select Kanban Settings.
   
6. Choose new options in Summarize By and Group By picklists.
   
7. Click Save. Notice that your specified choices now group your list view.
   
8. To return to the opportunity list view table, click the Display as icon and select Table.
   

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

Resources 

• Salesforce Help: Manage Your Opportunities