Salesforce: View Drop-Down List - dummies

By Tom Wong, Liz Kao, Matt Kaufman

When you click a Salesforce tab, the tab’s interior home page appears. For example, if you click the Accounts tab, the Accounts home page appears. The tab’s home page is where you can view, organize, track, and maintain all the records within that tab.

The look and feel of the interior home pages never change, regardless of which tab you click (except for the Home, Reports, and Dashboards tabs). On the left, you have the sidebar with the Create New drop-down list, Recent Items, and (depending on your company and the tab) a Quick Create tool.

In the body of the page, you have a View drop-down list, a Recent Items section related to whichever tab you’re on (for example, Recent Accounts), and sections for popular Reports and Tools (see the figure).

Deconstructing the Salesforce tab home page.
Deconstructing the Salesforce tab home page.

Strategy and execution are all about focus. With custom list views, you can see and use lists to better focus on your business. A list view is a segment of the tab’s records based on defined criteria. When you select a list view, a list of records appears based on your criteria.

On each tab, Salesforce provides a selection of popular default views to get you started. To try a list view (using Accounts as the example), follow these steps (which apply to all tabs):

  1. Click the Accounts tab.

    The Accounts home page appears (refer to the previous figure).

  2. Select My Accounts from the View drop-down list.

    A list page appears that displays a set of columns representing certain standard account fields and a list of your account records. If no account records appear, you don’t own any in Salesforce.

  3. From the list page, you can perform a variety of functions:

    • Re-sort the list: Click a column header. For example, if you click the Account Name header, the list sorts alphabetically, as shown in the next figure.

    • View records beginning with a certain letter: Click that letter link above the list to view those records.

      If a user sorts by a column other than name, the letter search looks for values in that column starting with the selected letter. For example, if sorting by State, selecting C filters for accounts with states starting with C rather than account names starting with C.

    • Display fewer or more records on the page: Click the up or down button at the bottom of the page or the Next Page link to see the next set of records.

    • View a specific record: Click the link for that record in the Account Name column. The Account detail page appears, displaying the record and its related lists.

    • Update a specific record: Click the Edit link at the beginning of its row. The account record appears in Edit mode.

    • Delete a record: Click the Del link near the beginning of that record’s row. A pop-up window appears, prompting you to click OK to accept the deletion. If you click OK, the list page reappears, minus the account that you just wiped out.

      Re-sorting a list in Salesforce.
      Re-sorting a list in Salesforce.