Welcome back to the Salesforce Back to Basics blog series—your go-to guide for simple yet powerful tips to level up your Salesforce skills. In this edition, we spotlight List Views—the unsung heroes that supercharge productivity for every Salesforce user. Be sure to check out the tutorial video below for a hands-on walkthrough!
Shoutout to DALL-E for the blog image—I'm still not sure it knows what a List View is, but we’re giving points for creativity.
Think of List Views as your productivity sidekick. These dynamic tools allow you to filter, sort, and act on records without ever leaving the page. Whether you're tracking leads, managing opportunities, or handling cases, List Views offer a crystal-clear snapshot of the data that matters most—saving you clicks, time, and sanity. With List Views, you can:
Just like you'd personalize your desk to reflect your style, Salesforce lets you tailor List Views to fit your workflow. Want to prioritize specific fields? Group by categories using Kanban View*? Hide the noise? You can achieve it all with just a few clicks. Think of List Views as your data “glasses”—bringing everything into focus so you can work smarter, not harder. This flexibility provides you with complete control over managing your records, enhancing efficiency, and reducing distractions.
(*Kanban View is a visual layout that lets you organize records by picklist values like Stage or Status.)
List Views aren’t just about seeing data—they’re also about doing things faster. Enter Quick Actions: the ultimate time-savers. You can update, assign, or modify multiple records directly from the list view—no need to open each record individually. Simply:
It’s like having a utility belt full of tools—each action is one more gadget to speed up your day. (Note: your admin must configure Mass Quick Actions, which are only available on supported objects.)
Want to email multiple leads or contacts in one go? Salesforce has you covered with the Send List Email button. Here’s how it works:
It really is that easy, effective, and efficient. However, keep in mind that Send List Email requires Lightning Experience, proper email setup, and daily email limits that vary based on your Salesforce edition.
Mastering List Views is a game-changer. With custom views, quick actions, and built-in email capabilities, they enable you to accomplish more—faster. So go ahead, don your superhero cape and make List Views your new Salesforce superpower.
Watch the video above for a complete walkthrough and start leveling up your Salesforce game today!
Why did the Salesforce user always excel at their job? Because they mastered the art of list views and knew how to “sort” things out!
Stay tuned for more bite-sized productivity wins in the Salesforce Back to Basics series. Until next time—happy Salesforce-ing!
Dynamic Specialties Group is a boutique CRM consulting firm. We support small and medium-sized businesses, nonprofit associations, and the federal government by integrating, automating, and scaling their marketing and sales process using Salesforce, HubSpot, and other cloud-based platforms. We offer Advisory, New Installation, Org Revitalization, and Monthly Support Services.