Create a custom list view from an object's home page so your team has a saved, filtered list to work from. You can build one from scratch or clone an existing view and adjust it.
- Open the object and start a new view
Go to the object's home page, click the list view controls (gear) icon, and choose New. To start from an existing view instead, choose Clone while that view is open.
- Name it and set visibility
Enter a list name and a unique API name. Choose who sees it: only you, all users (including Partner and Customer Portal users), or specific public groups and roles. Click Save.
- Add filters
Click the filter icon, then Add Filter. Pick a field, an operator, and a value, then click Done. Add more conditions, and switch on filter logic if you need AND/OR grouping.
- Choose and order columns
From the list view controls, select Select Fields to Display. Use the arrows to add, remove, and reorder columns, then save. Sort by clicking a column header (up to 5 columns).
- Pin it as the default
From the list view controls, choose to pin the view so it loads by default when anyone opens this object instead of Recently Viewed.
The label users pick from the list view dropdown.
A unique developer name; tools, packages, and automation reference the view by this.
Who can use the view: just you, all users, or selected public groups and roles.
- You cannot add filters to the Recently Viewed list view; clone or create a new view instead.
- Sharing a view broadly does not grant record access; users still only see rows they can reach under the org's sharing model.
- Filtering on long un-indexed text fields can slow a view or time it out on high-volume objects; filter on selective, indexed fields.