Salesforce List Views for Sales Reps

00:06hello and welcome to another edition of our Salesforce quick hit series my name is Chad Smith and I'm a salesforce.com technical architect um so we're going to do another Salesforce quick hit video and this one is going to be on Salesforce list views for sales reps so for the sales rep how can I create list views that are going to be valuable to me so our agenda for today is we're going to start with looking at how to set up some list views for accounts and I'll show you a couple of Tricks um using pick or using multiple values um and then we'll look at something that's a little more advanced and that's the or modifier um and then we'll look at uh some list of views for opportunities and in particular um some of the date filters that you can use so the ones that we'll be looking at in demoing will be this month next month month in this year date filters um and you can also find a complete list of those date filters available uh at s force.

01:04co1 HC yxe there or for a short URL all right so I have a relatively handy view here that comes standard with Salesforce called my accounts uh which is going to display all of my accounts here on the list View and one of the things I get asked quite often during training is this is great um but I want to find all of my accounts in a particular state or in a particular country so let's go ahead and create a new list view that's going to do that for me we'll find everybody in California so this is probably the simplest list view that you can create and I'll do that by simply clicking create a new view and I'll give it a view name so we'll call it my accounts in California as step one step two is to set the filter criteria so what records are going to be on that list View and I can show all accounts or just my accounts I just care about my account so I'll go with my accounts

02:09and then I want to look at um the state so I will go in here and I will change I will select billing State here being equal to ca all right so that's my filter and then I'll select which field to display so account name account site billing State you know this is all good um if I wanted to also you know show their website on this list view I can just select that field from the left click on the right arrow and it's going to be there uh and here you can also move the fields up and down uh to dis to determine which order they display in and then I'll go ahead and click save and I now see my accounts where the billing state is in C a now if you remember back here when I looked at all of my accounts there is one in here that's actually in California somebody decided to type the entire state in rather than uh use the abbreviation so to account for that uh what I can do on my list view here I could always create a new one to do this but I can also edit this list view is in my uh operators here I can change this two contains

03:32and then in the value I'll just put in a comma and then type in the word so using the contains operator and a coma to separate the values lets you pick uh multiple values here so I'll go ahead and hit save here all right so now my accounts in California is going to bring up this account here now right now we're just looking at the billing state or Province but let's say I want to show all those where uh the billing State or the shipping State uh is in California well let's go ahead and do an edit here and in my filter now I would pick shipping State Province and again I can do a contains so I'll pick up CA as well as California like so but you'll notice if I were to just hit save now I'm probably going to get zero because there are no records that have uh the billing and the shipping in California and so I'm going to want to change this logic from an and to an or and in here you'll notice at the bottom I can

04:45now say add filter logic right now it says both criteria have to be met one and two I'll just change this to one or two go ahead and hit save and now that works all right and then um if you ever don't need this anymore maybe your territory gets changed uh you can always delete here to delete um a list view so let's move on to Opportunities and I have a a handy my open or my opportunities here go ahead and hit go and so we can see all of my opportunities so for the first one let's just say I want to see a list of all of my open opportunities so let's go ahead and create that so I'll do create new view and I'll say my open opportunities and we'll filter it by owner again because I just care about mine and then on the filter field here I can use the closed being equal to false now which means that it's going to show me all of my opens or where closed is false and again on the selected Fields

06:00I'm showing the opportunity name the account name the amount close date stage and the owner um so that's probably a pretty good uh listing maybe I want to show probability as well so I'll go ahead and select probability we'll go ahead and move that one up hit save and so now I have a list you for my open opportunities so let's take this a little bit further and let's say I want to see all of my opport all of my open opportunities that are closing this month so this is where uh these handy date filters um come in uh come into play so let me go ahead and create a new view and I'll say my open opportunities closing this month and again I'll just show my opportunities and closed is going to be equal to false all right and then the close date so when it should be closing equals and this I'm just going to go ahead and type in this month and the Salesforce understands what this month means and

07:15I'll go ahead and hit save now and so now we see just those opportunities that are closing this month um maybe you wanted to do another handy one is this year as well uh so I could create a view my open opportunities closing this year and so again closed equals equal to false and then I'll just say close date equals this year and then hit save and so there's everything for this year um and if you just do a uh a Google search here um if I do if I say Salesforce list view uh date filter you can get a list here of all of the different dates that are available this wants to to come up here so here's the list that is available so you can do Yesterday Today Tomorrow last week this week uh Etc there's quite a few here available all right so that is creating list of yous for sales reps hope you enjoyed