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!