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Work with Views

How to Work with Views in Salesforce

Work with Views

Views make it easy to find exactly what you are looking for. This will save you the time of sifting through all the information your company has saved to Salesforce.

Use a View

A view is a saved filter you can use to refine and display records.

  1. Click the tab that contains the records you want to view.
  2. Click the View list arrow.
    Use a View
  3. Select the view you want to use.
  4. Click Go.
    Use a View

Salesforce displays records from the view.

View Additional Pages

The bottom of the page tells you how many records are included in the current view.

  1. Click the Next button to view additional pages.
    View Additional Pages

Salesforce displays the current page and the total number of pages at the bottom right.

Set the Number of Records Displayed

You can change how many records are displayed on each screen.

  1. Click the Set Display arrow.
  2. Select the number of records you want to display.
    Set the Number of Records Displayed

The tab will display your selected number of records.

Sort by Columns

If you need to quickly find a record, you can choose to sort by columns. Your records will sort based on the field you choose, i.e. By date: low to high, or by name.

  1. Click the column you want to sort by.

    The column will sort by your selected field.

  2. Click the column again to reverse the sort order.
    Sort by Columns

The view is sorted in reverse order.

Resize a Column

You can also resize the columns in a view to show more or less information.

  1. Click and drag the column's right border to the right or left.
    Resize a Column

Print a View

You can print any view.

  1. Click the Print icon.
    Print a View

Salesforce displays a printer friendly view.