Salesforce: Create Custom Account Views - dummies

Salesforce: Create Custom Account Views

By Tom Wong, Liz Kao, Matt Kaufman

If you want special lists for the way that you manage your accounts in Salesforce, build custom list views. For example, if you’re a new business sales rep who focuses solely on California telecom companies and always researches the prospect’s website before calling, creating a custom view can help you be more effective because you can build your list of target accounts, define columns, and use that view over and over again.

To build a list view from scratch, follow these simple steps:

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

    The Create New View page appears.

  2. Name the list view in the View Name field.

    For the fictitious California telecom example, you might call the view California Telco Prospects.

  3. Select the appropriate radio button, depending on whether you want to search All Accounts or just My Accounts.

  4. (Optional) Filter by additional fields.

    A basic criteria query is made up of three elements:

    • Field: Select a field on which to search. One example is the Type field.

    • Operator: Select an operator for your filter. That sounds complicated, but it’s easier than you might think. Taking the example, you’d select Equals from the drop-down list.

    • Value: In the third field, type the value that you want in the filter. For the example, you’d type Prospect because, for this example, you go after only new business.

  5. Select the columns that you want to be displayed.

    Although Salesforce’s preset views take common fields, such as Phone and Billing State/Province, you can display any of the account fields that you’re permitted to see on your custom list page. In the example, you’d add another column for the Website field.

  6. Decide whether you want others to see your custom view.

    This choice might not be available to you. If it is, select the appropriate option, depending on whether you want to share your view with others. If you choose to make it visible to certain groups of users, you can search for and select groups and roles of users who will see the view.

  7. When you’re done, click Save.

    A new list view appears based on your custom criteria. If you don’t get all the results you anticipated, you might want to recheck and refine the search criteria. For example, if your company has a habit of using postal abbreviations (NY) or the full spelling for the State field (New York), this habit impacts results.

By default, each filtering criteria for your list view is joined together with AND parameters. If you want to get fancy with your search criteria, click the Add Filter Logic link to use a combination of AND and OR filters.