How to Create Views in Salesforce.com | Techila
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How to Create Views in Salesforce.com

How to Create Views in Salesforce.com

CREATE VIEWS IN SALESFORCE.COM

 

Here in this article we are going to create a new view in salesforce.com. Creating views is the process to filter data that the data exact we want to view from a record. Views allows to filter the records as well as the relevant common data to be displayed and provides the flexibility in the given accessibility to specify set of user o to all users or we can specify to visible only to you

 

1.Click Lead Tab.

CREATE VIEWS IN SALESFORCE.COM

 

2.Now view click hyperlink called create new view.

CREATE VIEWS IN SALESFORCE.COM

 

1.Now a form is shown

Step 1:

Enter view name, view name unique.

CREATE VIEWS IN SALESFORCE.COM step1

 

Step 2:

Now specify filter criteria that you want to view. Select filter by additional fields.

Step 3:

Now select display options that you want to view.

CREATE VIEWS IN SALESFORCE.COM step3

Step 4:

Restrict visibility

CREATE VIEWS IN SALESFORCE.COM step4

 

Here we can find 3 options that to choose visibility.

1.visible to me.

2.visible to all.

3.visible to certain users.

Select any one from the above option.

Select SAVE.

In the above criteria elements add filter elements specify multiple conditions.

CREATE VIEWS IN SALESFORCE.COM

 

Here we can find all the Leads who belongs to country USA.

Ex. If I want to put the filter condition to country belongs to USA,State/Province belongs to PA my filter condition will be like below.

(Country equals USA) And (State/Province equals to PA).

Here we write conditions in each separate line. Like wise we can add filter all the conditions like AND,OR,NOT and so on.

 

 

Courtesyhttp://www.crmsalesforcetraining.com/create-views- salesforce-com/

“Explore – Techila Global Services, A Salesforce development company”

Author: techila

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