How to create a new List View

Go to the object that you want to create a List View for. In this case we are looking at the Account object.

Go to the object that you want to create a List View for. In this case we are looking at the Account object.

Click on the Create New View button.

Click on the Create New View button.

Enter in your View Name.

Enter in your View Name.

View Unique Name should auto populate based on what you enter in the View Name field.

Specify what Account records you would like to see in your list.

Specify what Account records you would like to see in your list.

My Accounts will only show the Account records that you have Account Ownership for. If your organization is not using Owners, choose All Accounts.

Create Filters for your List View.

Create Filters for your List View.

By creating filters for your list, you are narrowing down all your Accounts to only the Accounts that follow these guidelines. In the first column marked Field, enter in the field on the Account record that you want to filter. In the column marked Operator, choose the designation for your field. In the last column marked Value, choose the value of the field that you chose in the Field column.

Add additional filters if applicable.

Add additional filters if applicable.

In some cases, you will need more than one filter for your particular list.

Add Filter Logic

Add Filter Logic

Change the logic with AND or OR statements.

Change the logic with AND or OR statements.

Select the fields you want to display in the list.

Select the fields you want to display in the list.

Add additional fields by highlighting the the field name in the Available Fields list and click the Add button to move it ot the Selected Fields list.

Restrict Visibility of your List View.

Restrict Visibility of your List View.

Visible only to me - Only you will see the option for viewing this list in the View drop down list.

Visible to all users - Allows all users to see this list

Visible to certain groups of users - Allows only Users in particular groups to see this list. Public groups are created by the System Admin by going to the Manage User section of the Setup area.

Click Save.

Click Save.

You should now be automatically directed to your newly created list.