How to Use Salesforce List Views

How to Use Salesforce List Views

How to Use Salesforce List Views. With the help of this course you can Learn how to use Salesforce List Views in this easy to follow training course created exclusively for Salesforce CRM..

This course was created by David Giller. It was rated 4.8 out of 5 by approx 3544 ratings. There are approx 15189 users enrolled with this course, so don’t wait to download yours now. This course also includes 31 mins on-demand video, Full lifetime access, Access on mobile and TV & Certificate of Completion.

What Will You 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

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!

Rating:
4.2

Download Links

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