Custom Objects help you maintain clear relationships and simplify organization. However, as you are adding objects to your system, it becomes harder to find ones that match your criteria. You can use Smart Lists to simplify this process. Let’s learn how!

To start, navigate to the Custom Objects Section and click Advanced Filters.

Select a filter from the main fields to set your conditions.

Click +AND for conditions that have to be met as a group.

Click + Add Filter for conditions that don’t have to be met as a group.

Click Apply to save your changes.

Open the Unsaved Changes menu and select Save as a Smart List.

Give it a Name, and click Create to save it.

These Smart Lists can be shared directly during the creation process or by clicking Customize Lists once saved, ensuring you can give the best information to your team. Enhancing efficiency and lowering search times.

Frequently Asked Questions #

What is a Smart List for Custom Objects? #

A Smart List is a saved, filtered view of your Custom Object records that matches a set of conditions, making it faster to find the records you need.

Where do I start creating a Smart List? #

Navigate to the Custom Objects section and click Advanced Filters to begin setting your conditions.

What is the difference between +AND and + Add Filter? #

Use +AND for conditions that must all be met together as a group, and use + Add Filter for conditions that do not have to be met as a group.

How do I save my filtered view as a Smart List? #

After applying your filters, open the Unsaved Changes menu, select Save as a Smart List, give it a name, and click Create.

Can I share a Smart List with my team? #

Yes. Smart Lists can be shared directly during creation or later by clicking Customize Lists once the list is saved.

Why should I use Smart Lists? #

Smart Lists enhance efficiency and lower search times by letting you quickly surface the Custom Object records that match your criteria instead of scrolling through everything.