List views

List views are one of the most useful tools available to Salesforce end users. They allow you to sort, prioritize, and analyze records that are important to you within a given object using filter criteria. You will notice that whenever you click on a tab that is connected to an object, you will always land on a default view called Recently Viewed. This view shows any records you have recently worked on:

You can create as many list views as you need to help facilitate your work. For example, let's say you are an account manager and you only work with accounts in California. Let us see how to build this:

1. Click on New to create a new list view:

2. On the next screen, enter the list view name, California Accounts. The API name is the name used for development/coding purposes; this name is automatically set based on your list view name. As you will notice, the API name cannot have any spaces, so underscores are automatically entered in place of any spaces in the name.
3. Here, you can also set the sharing settings for this list view. The view can be private, shared with all users, or shared with a subset of users:

4. Next, you can choose your filters. You can filter by the accounts you own or all accounts and you can add multiple filters. For our example, we want any account where the billing state or the shipping state is CA. The filter logic allows you to set the AND/OR logic. In this case, we set it to 1 OR 2 since we want any records with the billing or the shipping state set to CA as shown in the following screenshot:

Create a few list views in your development org (organization) to get the hang of using this feature. As you do this, use different objects to see the different field options you have within a specific object and think about the use cases where you may need list views in a business context. Now that we have learned about login and navigation, let's take a look at Salesforce Chatter.