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List Views – get different lists from your system

September 10, 2026 @ 9:30 am - 11:00 am

Venue

Online Webinar (Short Focused Session)

List views are the way to sort, prioritise, and analyse the records that are most important to you. In this session we will cover:

  • Creating List Views eg all contacts of a certain status, age, or location
  • Editing List Views
  • How to add filter such as gender/age/CHO
  • Inline Editing of List Views
  • Deleting / Renaming List Views
  • Uses of list view eg Email, Checking Pending Records

Please Note: All scheduled training is delivered in Salesforce Lightning. If your organisation is still using Salesforce Classic, please contact our Membership Services team to discuss bespoke training options.

Organizer

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