List Views

List Views

See a list of your records based on your own filters by creating a List View. 

A List View is a simple and very effective tool of Salesforce, which allows you to create a list of accounts, contacts, bookings, etc. yourself without having to create a report.  Once created, the List View is saved on your Home Page so you can access the latest infomation without having to recreate it. 

A List View helps you with your sales and operational activities - examples: list all accounts or contact in a specific location to schedule appointments for a sales trip, list of all MYCE quotes with future dates that don't have guest room bookings, or show me a list of contacts who have birthdays this month, so I can send them a birthday message. 

You can create, edit and delete List Views.

It is very simple to create a new List View. First click on 'Accounts' on your home page navigation bar on the top of screen. 

  1. Click on the Settings icon (see below)
  2. Select “New”  from the drop down menu Create New Listview
  3. Type in a name for your new list  
  4. Choose who might be able to see your list view: only you, a group or everyone
  5. Finally, click on 'Save'Create New Listview2

    • Related Articles

    • How to Edit a List View

      As a salesforce user, you can create and edit your List Views by adding or removing columns and specifying criteria.  On the Home Page, click on 'Accounts' and a list of 'Views' will appear. Here click on the List View that has been created but you ...
    • How to Create a New Contact

      Enhance your contact portfolio to better leverage your database. As Salesforce user, you can create as many new contacts as you need.  To create a contact, on the Home Page, click on the 'Contact object Create a new Contact record by clicking on '+ ...
    • Navigation and Tabs in Salesforce

      Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page.       If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above. Looking for some ...
    • Kanban

      Thanks to the Kanban view, discover a visual summary for a selection of records.It will help you to work efficiently and keep your deals moving forward. What is a Kanban? A Kanban is a visual system managing your work in the course, gathering your ...
    • How to Create a Package

      How to Create a Package  To learn more about packages, read our Package Overview. See below for a step-by-step walkthrough on how to create a package. Note that only MYCE admins are able to create and modify packages.  1. Find the Packages tab and ...