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List Views and Reports in Salesforce are critical tools to your day-to-day process flow. List Views help you identify what needs your attention, and Reports let you understand your data on a deeper level and help determine your next steps. Giving your team dynamic Lists and Reports to let them act on their most critical records is critical, but if you’re relying on a User lookup other than the Owner field to determine who has the next steps, you may have built dozens of Reports and List Views, one for each user, to meet their needs. If you feel this pain, try this more dynamic solution and pare down your lists in five minutes, Check it out!

The CloudMyBiz Team