The power of Salesforce comes from the management of contacts, transactions and activities. By utilizing List Views, Reports and Dashboards you will reach an all new level of control and insight. Each of the three provide a unique perspective and it is important to understand the differences between each one.
Table of Contents
List Views
List Views are accessed most commonly through the Leads, Loans, Partners, Clients and Portfolio Dashboards, but they can also be found under the Contacts, Transactions and Tasks tabs.
List Views group similar audiences to help with contact management. Utilize them for sending out mass marketing messages, in-line editing and planning/executing sales calls.
By default, all tabs will lead to the Recently Viewed tab. To access the company shared List Views, select the title of the current list view and scroll to search for your preferred view.
Navigation Tip: There are "My" and "All" versions of each list. The "My" lists are for originators and the "All" lists are for LOAs/TCs and team managers.
Pro Tip:
Everything in Salesforce is based off of Filters, so when you are first starting out, become comfortable with looking at what filters were used to build the List View or Report.
You can accomplish this by clicking on the Funnel icon in the top-right corner.
Reports
Reports can be accessed through the Reports tab on the navigation bar or by clicking on an individual report's name from a dashboard component.
Reports are created using the same filters as a List View, but have the ability to be:
- Exported to a CSV file
- Subscribe
- Added to a dashboard
There are many reports pre-made, but the most important ones to be familiar with are the reports on the main Dashboards.
Dashboards
Dashboards are a visualization of up to 20 reports. Your homescreen is a dashboard and you can access other useful pre-made dashboards through the Dashboard tab on the Navigation bar.
Learn more in the Dashboards article in Guild Questions!