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How to Use Salesforce List Views

Udemy

Summary

Price
£25 inc VAT
Study method
Online
Duration
Self-paced
Qualification
No formal qualification

Overview

Learn how to use Salesforce List Views in this easy to follow training course created exclusively for Salesforce CRM.

Description

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!

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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