Views

A view is a way of presenting selected information to a user.  You can select what information goes into the list, what information is seen by the user, and what views each user has available.

Permissions are required to work with custom objects.

The purpose of a view is to display information.  Views are read only.  You can create filters and conditions to show only specific information in a view.  A view can be for the users own personal use, or it can be assigned to other profiles or even every user.  An example of a simple view might be,  "Show me all my clients who live in a certain zip code."  A more complex one might be "Create a list of customers who have invoices for more than $1000 that are more than 15 days overdue, ordered by those who owe the most first, show the customer contact information, and only show it to the members of the accounting department who are part of the Collections user profile."

A view can act like a report, showing you useful information about your business, sales, employees, customers, the state of a project, or anything else.

You can create views for objects by going to Setup > Development > Objects.  Click on the name of the object that you want to create a view for.  Select the Views tab.  Users with permissions can create their own views directly on the object, for their own use or to share with other users.  See Views Overview for instructions.

You can then create or edit a view, assign it to the user profiles who need to see it, add or adjust the filters, select the columns you want to see, and choose any sorting or grouping options.

Users can create their own views for objects that they have permissions to see.  Users have the choice of making their created views available only to themselves or sharing it with other user profiles.

Note that all objects have a default view called All.  It shows all records for an object, and is always shared with all users.  The only changes that can be made to the view are what columns to use, and sorting and grouping by columns.

See Also

Views Overview / Create a View

Filters Overview

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