Lists help you personalize your experience!

One of the most powerful tools we have currently to customize your individual Salesforce experience is creating and pinning custom list views. This is an easy task once you get the basic steps down and that is what I am going to walk through in this post.

1. Find the list you want to use as the base for your new list (For example: My Accounts)

2. Locate the settings icon

 

 

3. Click on the icon and select the option to clone list

4. Name the new list

That’s it, it’s that easy to create a new list that you can customize to your liking

 

Written by Jake Jenkins

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