Salesforce Fundamentals : Create and Customize List Views

Create a Custom List View in Salesforce Classic

  1. Click Create New View at the top of any list page or in the Views section of any tab home page. …
  2. Enter the view name. …
  3. Enter a unique view name. …
  4. Specify your filter criteria. …
  5. Select the fields you want to display on the list view. …
  6. Click Save.

How do I customize a list view in Salesforce lightning?

  1. Under List View Controls, select New. …
  2. Give your list a name and unique API name.
  3. Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.
  4. Click Save.

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