Who This Is For / When to Use
Teams working with Custom Objects at scale.
Use when you need a spreadsheet-style view of records.
Use when sorting, scanning, or comparing records across fields.
What Is the List View
The List View displays all Custom Object records in a structured table format.
Each row represents one record.
Each column represents a field or association.
This view is optimized for quick scanning and bulk review.
Managing Visible Fields
You control which fields appear in the table.
Steps:
Open a Custom Object.
Click Manage Fields.
Check or uncheck fields to show or hide them.
Click Apply.
You can include:
Standard fields
Custom fields
Associated object fields
Reordering and Resizing Columns
Within the List View:
Drag columns to reorder them.
Resize columns to fit content.
Changes apply immediately for the current view.
Sorting Across Fields
You can sort records using supported fields.
Steps:
Click Sort.
Choose a field (e.g., Created At, Updated At).
Select ascending or descending order.
Sorting helps prioritize recent or updated records.
Supported Sorting Fields
Common sortable fields include:
Created At
Updated At
Single-line text fields
Dropdown and select fields
Some calculated or association-heavy fields may not support sorting.
Why List View Matters
Improves visibility into Custom Object data.
Reduces time spent opening individual records.
Allows fast prioritization through sorting.
Adapts to different team workflows using field customization.
Common Issues and Fixes
Field not visible in the table
Enable it from Manage Fields.
Cannot sort by a specific field
The field may not support sorting.
Too many columns displayed
Hide unused fields for better readability.
FAQ
Can I choose which fields appear in the List View?
Yes. Use Manage Fields to control visible columns.
Can I include associated object fields?
Yes. Associated fields can be added to the List View.
Does sorting affect all users?
No. Sorting applies to the current view only.
Can I resize or reorder columns?
Yes. Columns can be resized and reordered directly in the table.
Is this available for all Custom Objects?
Yes. All Custom Objects support List View functionality.
SOP Tip:
Create a standard List View layout per team role (sales, ops, support) by agreeing on which fields should be visible and in what order.