Using filters, you can create customized lists of accounts, contacts, cases, or other records in Salesforce.
- List View dropdown menu click the dropdown arrow to access your list views.
- Pin list icon click the pin on a list view to make it the default.
- List View Controls menu click the gear to access list view actions to create, rename, clone, and share lists and fields to include in the list.
- Layouts icon click the icon to toggle between displaying lists in the standard table view or the Kanban view. You can use the split view to see all of your tasks on the left side of the page, plus the details for a selected task on the right.
- Refresh icon click the refresh icon to get a fresh view of a list more quickly than doing a full page reload.
- Edit icon (6) click pencil icon to update fields in your list. You can move to the first editable field in the list.
- Charts icon (7) click the chart icon to transform list data into simple, easy to understand charts.
- Filter icon (8) click funnel icon to narrow or expand the records that appear in a list view by adding, modifying, or removing filters.