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dmckeeSF
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generating-list-view

Generate and manage Salesforce List View metadata with XML configuration.

Updated May 19, 2026
Search Tags:#filtering#metadata#salesforce#visibility#list view
One-click install
npx skills add https://github.com/dmckeeSF/mcpdctn0507 --skill generating-list-view-dmckeesf
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: generating-list-view
Source: https://github.com/dmckeeSF/mcpdctn0507/tree/main/.agents/skills/generating-list-view
Command: npx skills add https://github.com/dmckeeSF/mcpdctn0507 --skill generating-list-view-dmckeesf

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the creation, management, and troubleshooting of Salesforce List Views, simplifying the process of setting up filtered record listings.

Core Features & Use Cases

  • List View Creation: Build and customize List Views for Salesforce objects.
  • Filtering and Visibility: Configure filters and visibility settings for List Views.
  • Troubleshooting: Diagnose and resolve common issues with List Views.
  • Use Case: A user can quickly create a List View that filters opportunities by stage and shows only those owned by the current user.

Quick Start

Generate a List View for the 'Opportunity' object that filters records by 'Stage' and is visible only to 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 with specific filters and visibility?▼

Salesforce List View creation involves generating XML metadata to define object filters, configure columns, and set visibility settings for administrative tasks and end-user access.

What is the structure of Salesforce List View metadata XML?▼

Salesforce List View metadata is an XML structure that defines object filtering logic, column configuration, and visibility settings to render filtered record listings.

How do I troubleshoot visibility issues with Salesforce List Views?▼

To troubleshoot Salesforce List View visibility issues, review the metadata XML configuration to ensure filters and sharing settings are correctly defined for the intended user groups.

Do I need to know Salesforce metadata structure to manage List Views?▼

Yes, managing Salesforce List Views requires knowledge of the Salesforce metadata structure and List View XML syntax to correctly configure filters, columns, and visibility settings.

Can I configure a List View to filter Salesforce opportunities by stage and owner?▼

Configuring a List View to filter Salesforce opportunities by stage and owner requires defining specific filter criteria within the metadata to display targeted records to users.

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