Filter List Views to See Just What’s Needed

Salesforce1 users can filter existing list views to see just the records they need, instead of cluttering up Salesforce with even more list views. This option is available in the Salesforce1 mobile browser app and the Salesforce1 downloadable apps, versions 7.0 and later.
Screenshot of list view with the new filter editing button

Salesforce1 list view filters let a user fine-tune the data that’s displayed in a list view without affecting how the list view appears to other people in the organization. While viewing a list view, tap List View Filter icon. The Filter page shows any existing filters, which can be cleared if the user wants to start over. To add a new filter, tap Add Filter icon, select the field by which to filter, and tap Apply. Then enter the filter criteria for the selected field and tap Apply to filter the list view.

Screenshot of the Filter page with Add, Clear All, and Apply buttons

The way to enter filter criteria varies, depending on the type of field.

  • For text fields, enter the first few characters that match the records to display. For example, to see accounts whose names start with ``A,’’ create an Account Name filter on an accounts list view and type A in the field.
    Screenshot of the text filter entry field, showing the letter A to filter for records whose Account Name starts with A.
  • For date fields, set a start date and an end date to specify a date range. Only results within those dates will appear in the list view.
    Screenshot of the date picker for date range list view filters
  • For number fields, enter a minimum and maximum value. Only results in that range will appear in the list view. For example, to see only accounts with a certain number of employees, create an Employees filter on an accounts list view, and enter numbers to create the desired range.
    Screenshot of the numeric range entry fields
Note

Note

It’s possible to accidentally create a filter that displays no results if the filter criteria is inconsistent with the list view’s parameters. For example, creating a filter that shows only opportunities between $5,000 and $10,000 for a list view that displays opportunities over $20,000 returns no results. If a filter has no results, the user should check to see if the filter is screening out all results.