generating-list-view

Automate creation, configuration, and troubleshooting of Salesforce List Views.

Updated Jun 1, 2026
One-click install
npx skills add https://github.com/Collabalist/SFDC --skill generating-list-view-collabalist
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: generating-list-view
Source: https://github.com/Collabalist/SFDC/tree/main/.agents/skills/generating-list-view
Command: npx skills add https://github.com/Collabalist/SFDC --skill generating-list-view-collabalist

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the process of creating, managing, and troubleshooting Salesforce List Views, improving efficiency and accuracy in Salesforce administration.

Core Features & Use Cases

  • List View Creation: Generate and customize List Views for objects.
  • Filtering and Visibility: Configure filters, visibility, and sharing settings.
  • Troubleshooting: Diagnose and resolve common deployment errors.
  • Use Case: If you need to create a List View for opportunities that shows all open opportunities for the current user, this Skill can help you set it up quickly.

Quick Start

Use the generating-list-view skill to create a new List View for the 'Opportunity' object, showing open opportunities for the current user.

Frequently Asked Questions about generating-list-view

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a Salesforce list view for open opportunities assigned to the current user?

To create a Salesforce list view, you configure metadata for the target object, set filters to show only open opportunities, and restrict visibility to the current user. This automates the XML configuration and visibility settings.

Why does my Salesforce list view deployment fail with a metadata error?

Salesforce list view deployment errors usually occur due to incorrect metadata structure or missing visibility tags in the XML. Troubleshooting involves validating the list view metadata fields and resolving common configuration mismatches.

Can I automate Salesforce list view configuration for multiple objects?

You can automate Salesforce list view configuration by generating the required metadata structure and applying it across multiple objects. This handles the creation, filtering, and sharing settings without manual UI intervention.

What's the best way to manage list view visibility settings in Salesforce metadata?

Managing list view visibility settings requires defining the correct sharing attributes within the Salesforce metadata XML. You can configure filters and visibility to restrict access to specific users or groups efficiently.

Do I need to understand Salesforce metadata XML to troubleshoot list view issues?

Yes, understanding Salesforce metadata structure and list view XML is required to diagnose and resolve deployment issues. Troubleshooting list view errors relies on reading and correcting the underlying metadata configuration.