Create Custom Lead Views in Salesforce - dummies

Create Custom Lead Views in Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

For many Salesforce users, the preset views are a good start. If you want special lists for the way that you follow up on your leads, though, build custom views.

For example, if you call only on companies in the manufacturing industry located in the state of Florida with revenue over one billion dollars, take a minute and build a custom view. This custom view is always accessible to you, thus saving you time.

To create a view from scratch, follow these simple steps:

  1. On the Leads home page, to the right of the View drop-down list, click the Create New View link.

    A Create New View page appears, which includes a wizard to help create your view, as shown in the figure.

  2. Enter a name for the view.

    For example, you might call the view Big Florida Manufacturers.

  3. Decide whether you want this view to search the entire leads database, your leads, or a queue.

    If your company’s marketing department uses Salesforce’s campaign feature, you can further limit your view to leads associated with a specific campaign.

  4. Under the Specify Filter Criteria step, select the criteria for your search.

    A basic criteria query is made up of three elements:

    • Field: The first box is a drop-down list that contains all the fields on the lead record. For example, you could choose the Industry field.

    • Operator: The second box is a drop-down list that contains operators for your search. That sounds complicated, but it’s easier than you think. Taking the example from the preceding bullet, you’d select Equals from the drop-down list.

    • Value: In the third box, you type the value that you want in the search. For this example, you’d type manufacturing.

      Building a custom lead view.
      Building a custom lead view.
  5. Select the columns that you want to be displayed on your list page.

    Although Salesforce’s preset views display common fields, such as Email and State, you can select as many as 15 lead fields to display on your list page.

  6. Under the Restrict Visibility step, decide whether you want others to see your custom view and select the appropriate radio button.

    Your decision is made simple if the Visibility step doesn’t appear. Otherwise, think about whether other users can benefit from this view when you complete this step.

  7. When you’re done, click Save.

    You’re taken to a new list page, which is completely customized based on the search criteria that you chose in Step 4.