How to Use Salesforce List Views

Learn how to use Salesforce List Views in this easy to follow training course created exclusively for Salesforce CRM.
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  • Lectures 12
  • Contents Video: 31 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2014 English

Course Description

Many Salesforce users do not utilize the powerful features available through custom list views. Through list views, you can create many custom lists like:

  • "My Food & Beverage Accounts in TX"
  • "Contacts I haven't spoken with in over 90 days"
  • "New Opportunities Over $50,000"

This course is structured as video lectures with hands-on demonstrations, showing you the simple step-by-step instructions and guidance you need to become a custom list view ninja.

In this course, you will learn:

Understanding List Views

  • What Are List Views?
  • Why Should I Use List Views?
  • Where Can I Find List Views?
  • What Are The Differences Between List Views & Salesforce Reports?


Leverage Existing List Views

  • Explore Existing List Views
  • Learn How To Utilize Existing List Views
  • Modify Existing List Views


Create Custom List Views

  • How To Create Custom Filters
  • How To Select Columns To Display
  • How To Define Visibility Options
  • Using Your New Custom List Views

After completing this course, you should be able to create your own list views on the Accounts, Contacts, Leads, Opportunities or Campaigns tabs in Salesforce.

You can take this course from your desktop, iPhone, iPad or Android device.

Once you register, you will have LIFETIME ACCESS to this course. No limits!

Once you complete this course, you will receive a Certificate of Completion, allowing you to proudly show off your accomplishment to colleagues, co-workers, manager and perhaps even future employers!

What are the requirements?

  • Access to Salesforce.com

What am I going to get from this course?

  • Understanding List Views
  • What Are List Views?
  • Why Should I Use List Views?
  • Where Can I Find List Views?
  • What Are The Differences Between List Views & Salesforce Reports?
  • Leverage Existing List Views
  • Explore Existing List Views
  • Learn How To Utilize Existing List Views
  • Modify Existing List Views
  • Create Custom List Views
  • How To Create Custom Filters
  • How To Select Columns To Display
  • How To Define Visibility Options
  • Using Your New Custom List Views

What is the target audience?

  • Salesforce.com users

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Understanding List Views
03:36

In this lesson you will gain a fundamental understanding of list views and how they are used in Salesforce.

Click on the links below for additional resources related to list views in Salesforce:

01:26

In this lesson you will learn why you should use the list view functionality and get a better understanding of how it can help you work more efficiently when managing your Leads, Contacts, Accounts, Opportunities or Campaigns in Salesforce.

Click on the links below for additional resources related to list views in Salesforce:

00:57

In this lesson you will learn where you can find list views throughout in Salesforce.

Click on the links below for additional resources related to list views in Salesforce:

02:26

Salesforce users are often confused differentiating between reports and list views. In this lesson, you will gain a better understanding of the differences between reports and list views.

Click on the links below for additional resources related to list views in Salesforce:

Section 2: Use Existing List Views
03:35

In this lesson you will learn how to explore the list views that you currently have access to in Salesforce.

Click on the links below for additional resources related to list views in Salesforce:

05:23

In this lesson you will learn how to utilize existing list views in Salesforce to work more efficiently and quickly find those records that match the criteria specified within the list view configuration.

Click on the links below for additional resources related to list views in Salesforce:

02:37

In this lesson you will learn how to modify existing list views in order to further refine and update any existing list view to meet your particular business needs.

Click on the links below for additional resources related to list views in Salesforce:

Section 3: Create Custom List Views
03:07

In this lesson you will learn how to create new custom list views to meet your specific business needs.

Click on the links below for additional resources related to list views in Salesforce:

02:04

In this lesson you will learn how to set custom filters for your new list views.

Click on the links below for additional resources related to list views in Salesforce:

01:36

In this lesson you will learn how to choose which columns should be displayed when using your new custom list view in the future.

Click on the links below for additional resources related to list views in Salesforce:

02:44

In this lesson you will learn how to establish the visibility options for your new custom list view - allowing you to define precisely who should be able to see this list view in Salesforce.

Click on the links below for additional resources related to list views in Salesforce:

01:57

Now that you've created your new custom list view, in this lesson you will learn how you can easily navigate over to your new list view at any point in the future.

Click on the links below for additional resources related to list views in Salesforce:

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Instructor Biography

David Giller, Salesforce Trainer, Consultant, Blogger, Author

Author of the "Getting Started in Salesforce Series" ebooks on Amazon.

Curious how I help my clients? It's very simple:

I train my clients' employees on how to use Salesforce easily and efficiently - eliminating the fear, and demystifying the overwhelming technology and terminology embedded in the Salesforce platform.

I coach my clients to streamline business processes & introduce efficiencies by eliminating redundant, time consuming steps.

I help my clients leverage technology to automate operations, while improving communication, transparency, consistency & sustainability in a digitized, paperless environment.

I guide my clients by implementing  proven marketing principles across communication channels, industries & audiences.

My clients are typically intrigued and inspired by my innate passion for my work. 

My clients allow me to enthusiastically ignite the power of Salesforce within their organizations. 

If your team needs Salesforce training, give me a call at (201) 478-7412

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