Create a Unique Account List View in Salesforce| Step-by Step Guide EXPLAINED скачать в хорошем качестве

Create a Unique Account List View in Salesforce| Step-by Step Guide EXPLAINED

In this video, we’ll guide you through creating a custom list view for accounts in Salesforce, tailored to display accounts from specific industries. You’ll learn how to set up list views that help your sales users quickly access the information they need to boost productivity. This video is part of the Create a Unique Account List View unit on Trailhead, essential for Salesforce admins who want to customize list views for their teams. 🎯 Learning Objectives: Customize a unique account list view based on specific industries. Improve user efficiency by providing quick access to relevant data. https://shorturl.at/rgXLS Chapter List 00:01 - Introduction 00:25 - Video Objectives 01:09 - Creating a New List View 01:55 - Setting List View Filters 02:14 - Applying Industry Filters 02:43 - Customizing Fields in List View 03:04 - Finalizing the List View 03:11 - List View for Biotech and Energy Accounts 03:36 - Next Steps: Setting Up Chatter Groups 🌟 SUBSCRIBE for more Salesforce productivity tips! 🌟