Salesforce List View Experience

The fastest way to access your activity history

Erol Toker avatar
Written by Erol Toker
Updated over a week ago

Note: this article assumes that the TrulyActivity tab has been added to your Salesforce Layout.

You want to quickly access your activities and filter through them and Salesforce List Views make this easy.

  • In your tab list, click on the Truly Activities Tab.

By default, this will bring you to a list of your most recently viewed Truly Activities, which will be empty.

  • To drill down further, you can select one of the pre-saved list views in the dropdown in the top left of the Salesforce page layout.

  • From here, you'll be able to filter your result further either by searching in-line or by filtering options in the right panel.

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