The most straightforward way to customize list views is to take an existing list view, such as the All list view, and Cloning it.
First select the specific list view you wish to Clone from the top left.
From the cog icon to the top left, select Clone.
Give the list a name for how you would like it to appear and click Save.
Note: best practice is not to share with all users, but rather to create for yourself or work with the Salesforce administrator to create a new designated group.
The list will now be an option for you to select in the top left dropdown.
To modify what columns display on the list, choose the Cog menu and select option Select Fields to Display.
Use arrows to rearrange what is shown and not shown on the list, along with rearranging the column order, click Save.
For applying filters to the list, choose the filter icon to the top right corner of the screen and click Add Filter.
Choose from the list of fields you would like to use for the filter and add the logic for the filter.
Note: A tip is to use the list view to review the format of the data which you can build into a filter. Some filters will be free text and others dropdowns. For free text filters, you will need to match the precise format of how the data is displayed in the list view and in the record details.
- Example of filtering by Department Code:
- Example of filtering by Department Code and Term:
Each time the Add Filter button is clicked, a new filter will be added to the list. Remember, the operator is using an AND criteria. Meaning all filters need to be true in order to display. (i.e. Department Code = "VMA" AND Term = "Fall 2025" AND etc.)
Confirm the filter by clicking Save and the list view will refresh accordingly.