Create customized list views to display records that meet your own criteria. You determine which records display by setting filters. All records that meet your filter criteria appear in your list view.
- Create a List View
To view specific records for an object, create a custom list view. For example, create a list view of accounts in your state, leads with a specific lead source, or opportunities above a particular amount. You can also create views of contacts, leads, users, or cases to use for mass email recipient lists. - Edit List View Filters
Refine or update your list views to make sure that you’re seeing the most relevant records. To change which records display in a list view, edit the list view filters. - Delete a List View
Get rid of list views you don’t need anymore. - Create a List View Chart in Lightning Experience
Create a chart to visualize list view data. There are three types of charts: vertical bar, horizontal bar, and donut. For any list view chart, you can change the data display to another type, if desired. When you create a list view chart for an object, such as Opportunities or Leads, the chart is associated with the object. The chart is available for any list view that you have permission to see for that object, except the Recently Viewed list. - Edit a List View Chart in Lightning Experience
Refine or update your custom list view charts to make sure that you’re seeing the most meaningful data visualizations. There are three types of charts: vertical bar, horizontal bar, and donut. For any list view chart, you can change the data display to another type, if desired.