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Salesforce Implementation and List Views, Our Salesforce Best Practice of the Week

By Darren Starr

Effectively using Salesforce List Views is an important part of a Salesforce implementation.

On almost every tab in Salesforce you can create your own list views that will filter on any field you have access to on that object (such as Contacts, Accounts or Leads).

Salesforce Implementation

Administrators of Salesforce Enterprise Edition or above should create list views that are only visible to limited groups or roles to avoid the clutter created by everyone seeing all list views.

Salesforce Professional Edition users should be taught how to create list views so that they can have their own views instead of administrators creating many views that are only relevant to a few users. [hs_action id=”10989″]

Posted in Cloud Computing, Salesforce Best Practices, Salesforce.com

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