Create a Unique Account List View

 Create New List View:

Step 1: Go to App Launcher and choose the "Account" tab.

Step 2: Choose "All Accounts" from the list view.

Step 3: Then click the "List View Controls" icon and select "New" from the picklist.

Step 4: A pop-up window will be open. Please complete it by the following rules:

            List Name: Energy and Biotech Accounts

            Who sees the list view: All users see this list view

Step 5: Save.


Edit Filter For The List View:

Step 1: If you don't find the filter section click on the "Show Filters" icon.

Step 2: Set Filter by owner All Accounts and Save.

Step 3: Click the "Add Filter" section and set the following rule:

            Field: Industry

            Operator: equals

            Value: Biotechnology, Energy [Note: Choose from picklist]

Step 4: Save


Edit display column section:

Step 1: Click the "List View Controls" icon and select "Select Fields to Display" from the picklist.

Step 2: Find "Industry" from the "Available Fields" section and pick it in the "Visible Fields" section.

Step 3: Save

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