Exposing Relevant Data in Your Salesforce.com Cases

By Jon Paz, T. J. Kelley

When you’re happy with the criteria for your list view, you need to choose what data to display on the view. When deciding what data to display on your list view, take a look back at the following figure and notice the columns of data that display in the list view. The fields you choose to expose will display on your list view, as shown by the columns.

The My Open Cases list view.
The My Open Cases list view.

If you’re creating this list view for yourself, include only the fields that you find to be most relevant and helpful when quickly scanning cases. On the other hand, if you’re creating this view for multiple users or a large group of users, be sure to fully understand the data that the users find most important and relevant so you can make the best choices to drive productivity.

In Step 3 of the Create New View page, follow these steps to expose the most relevant data on your view:

  1. Use the Available Fields box to select the fields most relevant for your case list view.

  2. Click the Add arrow to move fields from the Available Fields box to the Selected Fields box.

  3. If you want to remove any fields from the Selected Fields box, click the field in the box and click the Remove arrow to add it back to the Available Fields box and leave it off of your view.

  4. To the right of the Selected Fields box, use the Up/Down and Top/Bottom arrows to choose the order in which the data will appear on your list view.

    When you select a list view in the system, the fields appear from left to right as they’re ordered from top to bottom in the Selected Fields box.

    The Create New View page, Steps 3 and 4.
    The Create New View page, Steps 3 and 4.