Object Lists
Object Lists are a nice hybrid option for searching & viewing the index of a particular object. This is a great approach when you need more control than the Global Search can offer, but building up a Report feels like overkill.
Examples
Contact List: New Members at ΘΚ
Intermediate: Create a new List View on Contacts, for all New Members at our Theta Kappa chapter.
Related
Reports allow you to run a search for objects in Salesforce, applying Filters to get exactly what you're looking for. This is similar to Patriot's Advanced Search for...
Object Lists
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Salesforce
~3 minute read
Patriot
Global Search is awesome for accessing a specific item from anywhere, as long as you know the title of that item. Reports—at the other end of the spectrum—are extremely powerful and give you a lot of flexibility for pulling relationships and big chunks of data, but they can be cumbersome to setup, especially for quick one-off searches. Object Lists provide a valuable middle-ground between the two, combining the best of both worlds. Let's take a look at how to utilize Lists.
Select an Object
To open List view, simply click the Object you're trying to work with. This can be accomplished in one of two ways:
If you see the Object listed in your tabs, click it!
If not, use the 9-dot menu in the top-left corner and search for the object.
Apply Filters
Similar to Report results, a List can be filtered down based on criteria you set. Here's how to apply filters:
Click the Filter icon in the top-right corner, to open the Filter pane.
Click Add Filter in the bottom-left of the Filter pane.
Select a Field and Operator, then enter at least one Value.
Repeat as needed for additional Filters.
Hawt Tip
You also can Remove All (self-explanatory) or apply Filter Logic. This is a powerful tool, allowing you to switch between AND vs. OR rules. With the former, all your conditions must be met, while the latter only requies one condition to be met. You can even group your Filters using parentheses!
Saving a List View
For frequently-accessed Lists, consider saving your Filters to a new List View.
With the Filters pane still open, click the 🔽 next to Save, and click Save As.
In the Save New List View dialog box, give your List View a title.
You can also change visibility, allowing for views to be shared.
Click Save and notice that your new List View is activated, and shown in the top-left.
You can switch between List Views by clicking your active view.
Hawt Tip
Got a List View that you really like or use frequently? While viewing the View (dude), click the 📌 to pin the List View as your default. Now when you return to this particular object in the future, you'll see this new List!