List Views

Question 1

What are list views?

Answer 1

List views are used to quickly segment lists of records and they allow you to action multiple records at the same time (change owner on multiple records/accept all records in a queue). Can create custom views of records (i.e. my leads in last 7 days).

Question 2

Can visibility to views be tailored by the SF Administrator?

Answer 2

Yes, the SF Admin can create and manage visibility in Public List views (e.g. all users, only to me, certain groups of users).

Question 3

Can users create their own views?

Answer 3

Users can create their own views but they cannot be shared with others.

Question 4

Can you use Dynamic Filters in List Views?

Answer 4

Yes, some Dynamic Filters are able to be used (e.g. Date Values for Filter Criteria).

Question 5

Do List Views impact Security?

Answer 5

List Views DO NOT impact security. If a users cannot view a record, it will NEVER appear within a list view. Meaning, two users can have different results appear within the same list view because their access is set differently (same with Reports).

Question 6

What is the difference between a List View and a Report?

Answer 6

A List View is used to quickly segment and then take action on records.
A Report is used to summarize record data for analysis.

Question 7

What are the Literal Date Values for Filter Criteria that can be used in List Views?

Answer 7

Link to SF Documentation:

https://help.salesforce.com/articleView?id=custom_dates.htm&language=en_US&type=0