List view filters and display
Key Takeaway
Filters decide which records a list view shows. Display settings decide which columns show, how the list sorts, and who can see the view.
A list view is a scrollable list of records for one object that shows only the records matching its filters, such as accounts that are channel customers on the West Coast. Users can build their own list views without an admin, but public list views and sharing need extra permissions.
How to create a list view
To create or edit a list view, a user needs Read on the object plus the "Create and Customize List Views" permission. Creating, editing, sharing, or deleting public list views also requires the "Manage Public List Views" permission.
- Start from scratch, or clone an existing list view.
- Give the list view a name and a unique API name.
- Make the "Who sees this list view?" choice:
- Only you
- All users, including Partner and Customer Portal users
- Specific groups of users, such as public groups or roles