List views: filters, columns, kanban

What is a list view?#

Clicking a tab opens that object's list view: records are listed in a searchable, filterable table. All lists share the same engine, so everything you learn on one list applies to all others.

Filtering and search#

• The search box above the list filters instantly across visible columns.
• The Filters button adds field-based conditions: status, owner, date range, amount and so on. Multiple conditions work together.
• Click a column header to sort.

Column selection and saved views#

• The Columns menu selects which fields are shown and in what order; your preference is stored per user.
• Save a favorite filter + column combination as a view (for example "My opportunities closing this month"). Saved views are picked from the menu in the list header.

Sharing a view#

A view you save is personal by default. The Sharing option in the view menu offers three routes:

• Only me: the view stays personal and nobody else sees it.
• Entire organization: everyone in the org can pick the view from the list.
• Specific public groups: only members of the groups you select see it. Groups come from Setup > Sharing Settings > Public Groups.

Sharing shares the view itself (its filters and columns) and never changes record access. Whoever opens it still sees only what their own permissions allow.

Double-click inline editing#

Double-clicking a row opens it straight into edit mode: fill the fields without leaving the list and press Save. On lists with no editable field the behavior is simply off. Drag the divider in a column header to resize the column, and double-click it to reset the width.

Kanban board#

The ▦ button in the list header turns the list into a kanban board: records become cards in status/stage columns and you drag and drop to change stage. Ideal for the sales pipeline, case flow and recruiting funnel.

Bulk actions and export#

• Use the row checkboxes to select multiple records for bulk update or delete.
• The Export menu downloads the list as CSV (with the current filters and columns).

Performance#

Lists use windowed (virtual) rendering: they stay smooth even with tens of thousands of records. On narrow screens the table automatically becomes a card layout.