Welcome to Trailblazer Talk! In this episode, Ethan Parker and Sophia Bennett delve into Salesforce List Views and uncover the 7 Best Practices you should implement right away, inspired by Stacy O’Leary’s insightful article. Learn how to effectively manage and optimize your List Views to enhance productivity, maintain data integrity, and ensure a seamless user experience across your Salesforce org.

Key Topics Covered:

• Permission Management: Understand the critical permissions like “Manage Public List Views” and “Create and Customize List Views” to prevent unintended changes that can impact the entire team.
• Maintaining Hygiene: Discover strategies to keep your List Views clean by deleting unused views and implementing naming conventions to stay organized.
• Standardizing Basics: Explore the essential List Views every Salesforce org should have for objects like Accounts, Contacts, Leads, and Opportunities, ensuring consistency and ease of use.
• Prioritizing Important Columns: Learn how to customize columns to highlight the most relevant information, making your List Views more effective and user-friendly.
• Handling Record Types: Grasp the importance of setting Record Type filters to enable inline editing and avoid common pitfalls with Record Types.
• Optimizing Recently Viewed Lists: Tailor the “Recently Viewed” lists to display the most pertinent columns, enhancing the efficiency of your users’ daily workflows.
• Pinning and Favoriting Lists: Master the art of pinning and favoriting List Views to provide quick access to the most frequently used views, saving time and boosting productivity.

Additionally, Ethan and Sophia share actionable tips on reviewing user permissions, delegating List View maintenance, and fostering a culture of organization within your Salesforce team. Whether you’re a Salesforce Admin, Developer, or Power User, this episode equips you with the knowledge to maintain a clean and efficient Salesforce environment. Listen now to implement these best practices and transform your Salesforce List Views with Trailblazer Talk!

Source: Salesforce Ben