How To: Create and Customise List Views (Salesforce Admin Series)

Published: 27 July 2021
on channel: Salesforce Adam
3,751
62

Hey Salesforce Friends!

This video is part of the 'Salesforce Admin Series' that seeks to help you on your journey to getting your Salesforce Administrator Certification.

Throughout the series we follow the Trailhead 'Admin Beginner' Trail so check out this link to follow along with the 'Lightning Experience Customisation' section that we are in today: https://trailhead.salesforce.com/en/c...

This video focuses on the 'List Views' module - let's do it together and get those Trailhead points!

Start up you're own Trailhead account: https://trailhead.salesforce.com/
FREE Salesforce Developer Org: https://developer.salesforce.com/signup

Timecodes
0:00 - Intro & Use Case
1:08 - What Are Salesforce List Views?
3:04 - Setting a Default List View
4:22 - Split View for List Views
4:55 - Create a Custom List View
10:25 - Customise Columns in the List View
13:10 - Add Filters to a List View
17:19 - Add a List View Chart
20:13 - What is the Kanban List View?
24:54 - Learn More/Outro

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Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.

May the Salesforce be with you! x

Connect with me on LinkedIn:   / adam-foyston-32148954  


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