How to Create a Custom List in Salesforce
In Salesforce.com, a Web-based customer relationship management tool, you can create custom lists that act similarly to saved searches. You enter the criteria for the list, such as the state in which a contact lives or the owner of an account, and the list will always bring up all matching results. Each type of object, such as an account or opportunity, has its own list view. For example, you cannot show both accounts and opportunities in the same list. You can create as many custom lists as you need in each object.
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Instructions
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Log in to salesforce.com.
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Click the tab corresponding to the object for which you want to create a custom list, such as "Accounts."
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Click "Create New View."
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Type a unique name for your custom list in the "View Name" box.
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Press "Tab" to automatically fill in the "View Unique Name" field.
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Specify either "My Accounts" or "All Accounts" under "Filter by Owner."
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Choose filters for your list. For example, you might choose "Billing State/Province" from "Field Name," "Equals" from "Operator" and enter "NY" in the "Value" field to only show records with a billing state of New York.
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Choose the fields you want to display in the list under "Available Fields." Click the "Add" arrow to move the fields to "Selected Fields." The fields you choose to display in the list do not necessarily have to be the same fields by which you filter results. For example, if your list only shows records from Washington state, you may choose not to display the "Billing State/Province" field for that list.
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Select whom you want to be able to view your custom list under "Restrict Visibility."
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Click "Save." Access your custom list at any time by clicking the appropriate tab and choosing the list name from the "View" drop-down menu.
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Tips & Warnings
Separate multiple filter values with a comma. For example, to include records in either Oregon or Washington, you would enter "OR,WA" in the "Value" box.
