Create Your Personal List in a Work Area

Create your own personal list in any of the work areas where you see lists. That includes opportunities, leads, and accounts. To create your own list, also known as saved search, just modify one of the existing lists.

The detailed steps are a bit different for each business object, but the principles are the same. Here's an example of how to create a list of all accounts in the state of New York. Once you get the idea, you can create a new list in any work area. If you're adding a custom field as part of the search criteria, be sure that the field is indexed for search to improve performance.

The lists you create are available to you only. However, sales administrators can create lists for different sets of users by using the same sets of steps. They just have to use Page Composer in a sandbox and publish the sandbox to make the list available to others.

Tip: To improve saved search performance, restrict your lists to smaller record sets. For example, rather than searching all the records you can see, search all the records in your territory hierarchy. Or restrict your searches to a smaller geographical area. For example, search all the accounts in one state instead of the whole country.

Create the List

1. In the work area landing page, click Show Advanced Search (the filter icon) to the right of the List field.

2. In the Advanced Search panel, from the Saved Search list, select the saved search you want to use as the basis of your new saved search. In this example, you're creating a list of all accounts in New York, so you can use the default My Accounts saved search.

   Tip: To create a saved search entirely from custom fields, select Account Name.

3. In this example, you want to display all of the New York accounts you can access, so select All records I can see from the Record Set list.

   The record set specifies the set of records to be searched. To improve search performance, you want to restrict your searches to a smaller record set. In this example, however, you can select All records I can see because you're restricting the number of records searched by adding the state field.

4. Click Add.

5. Select State from the list.

6. Enter NY in the State field.

7. Click Save.

8. In the Create Saved Search window, enter a new name.

9. If you don't want the new search to become the default, deselect the Set as Default option.

10. Make sure the Run Automatically option remains selected. This selection runs the query each time you select the list in the UI.

11. Enter a new name, for example, NY Accounts.

12. Click OK.

    The work area landing pad and the Advanced Search Panel display the new search and the search results.