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Learn how to use Salesforce List Views in this easy to follow training course created exclusively for Salesforce CRM.
Lectures 12
Length 31 mins
Skill Level Beginner Level
Languages English
Includes Lifetime access
30 day money back guarantee!
Available on iOS and Android
Certificate of Completion

Many Salesforce users do not utilize the powerful features available through custom list views. Through list views, you can create many custom lists like:

“My Food & Beverage Accounts in TX”
“Contacts I haven’t spoken with in over 90 days”
“New Opportunities Over $50,000”

This course is structured as video lectures with hands-on demonstrations, showing you the simple step-by-step instructions and guidance you need to become a custom list view ninja.

In this course, you will learn:

Understanding List Views

What Are List Views?
Why Should I Use List Views?
Where Can I Find List Views?
What Are The Differences Between List Views & Salesforce Reports?

Leverage Existing List Views

Explore Existing List Views
Learn How To Utilize Existing List Views
Modify Existing List Views

Create Custom List Views

How To Create Custom Filters
How To Select Columns To Display
How To Define Visibility Options
Using Your New Custom List Views

After completing this course, you should be able to create your own list views on the Accounts, Contacts, Leads, Opportunities or Campaigns tabs in Salesforce.

You can take this course from your desktop, iPhone, iPad or Android device.

Once you register, you will have LIFETIME ACCESS to this course. No limits!

Once you complete this course, you will receive a Certificate of Completion, allowing you to proudly show off your accomplishment to colleagues, co-workers, manager and perhaps even future employers!

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