Save Views with SmartLists for Custom Objects

If you keep applying the same filters, columns, and sort order to a custom object's record list, save that setup as a SmartList instead of rebuilding it every time.

What a SmartList combines

A SmartList bundles together your advanced filters, sort order, and chosen columns into a single named, reusable view.

Creating one

1. Open your custom object.
2. Apply the filters, columns, and sort order you want.
3. Click the + List icon.
4. Name the list.
5. Save it.

Why it's worth it

• Jump straight to a specific, pre-filtered view.
• Share a SmartList with your team, view-only or edit permissions.
• Duplicate an existing SmartList as a starting point.
• Rename, export, or delete SmartLists as your needs change.

How this differs from just filtering

A SmartList is what happens when you save a specific combination of filters/columns as something reusable and shareable.