This article explores the process for creating and editing Account/Organisation views. Views are created via the Accounts/Organisations Tab to provide a more meaningful view for you depending on the types of Accounts/Organisations that you work with.
For example, I may only need to see Accounts/Organisations based in NSW because this is my sales region or I may only need to see Government Accounts/Organisations because I run events for this industry.


When clicking into the Accounts/Organisations Tab you'll be presented with the Recent Accounts/Organisations View, which will contain a list of all Account/Organisation Records that you've recently accessed. To update the view select a view from the picklist and click Go!.

To read more about how to create and views go to the New User Orientation Guide Manual and access the Views Article under Basic Navigation.



Create views that are meaningful to you and other Salesforce users to make it easier to access records that are relevant to you.