Creating a list view is the most common way to make a View in Salesforce. Open the object whose records you want, then use the list view controls to build, filter, and share a saved view. These steps follow Lightning Experience.
- Open the object and start a new view
Click the object's tab (for example Opportunities), open the list view controls using the gear icon, and choose New. To start from an existing view instead, choose Clone.
- Name it and set visibility
Enter a List Name and a unique List API Name, then pick a sharing option: only you can see it, all users can see it, or share it with selected groups, roles, or territories. Click Save to open the Filters panel.
- Set the scope and add filters
Use Show Me to pick All records or records you own, then click Add Filter and choose a field, an operator, and a value. For OR or NOT conditions, open Filter Logic and reference each filter by its number.
- Choose columns, then save
From the list view controls choose Select Fields to Display, move the fields you want into the visible list, reorder them, and click Save. Sort by clicking a column header and pin the view if you want it as the object's default.
The label users see in the list view dropdown. Make it specific, such as "My Open Cases - High Priority."
A unique developer name auto-suggested from the label, used when the view is referenced programmatically.
Choose private (only you), all users, or share with public groups, roles, or territories. Views cannot be shared with named individual users.
At least the Show Me scope, plus any field, operator, and value filters that decide which records appear in the view.
- Long text area, rich text, and formula fields cannot be used as filter criteria, and encrypted fields cannot be used to sort.
- Every filter number must appear in your Filter Logic expression, or the view will not save.
- A shared view's records still follow the org sharing model, so different viewers may see different record counts in the same named view.
- LWC-rendered list views can cache data for up to 30 seconds, and the list does not auto-refresh right after an inline edit.