List Views

Click the yellow image below to watch a video on List Views.

When you click on certain tabs at the top of the page (Contacts, Accounts, Affiliations, Campaigns, Applications, and others), you will land on what is called a List View
- A list view is a filtered list of records
  - To see the filters being used on the list view, first click on the list view and then click the funnel to show the filters

The example above is showing that I first clicked on the Accounts Tab. Then I clicked the dropdown next to Business Organizations to search through all of the list views under the account object, and picked the Business Organizations list view
I clicked on the funnel on the right side of the page to view the filters being used - in this case, it is filtered by All Accounts and Account Record Type = Business Organization
- Users can't edit filters on shared list views - if you would like to change a filter on a shared list view, submit a new AAA change request in Salesforce
- Admins can help you navigate filters and learn more about them when you have questions

Change Display of List View

There are a few different ways to display a list view:
- Table: listed out like an excel sheet with rows and columns
- Kanban: displays record based on a summary grouping that you can choose
- Split: Hybrid of list and kanban views

Update Pinned (Default) List View

The list view will default to whatever is pinned
To change the default list view:
- Click on the dropdown and you will see all of the shared list views
- Click onto the list view you want and click the pin to make it stick
You can create list views that are shared or private
- No one else but you can see a private list view
- If you'd like to create a new shared list view, submit a new AAA change request and the admins can help walk you through that process

Limitations of List Views