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Smart Lists

By Salesforce Labs

Highly customizable lists for handling records, files and external data

Free

Never requires payment

Pricing Details

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Business Need: Data Management
Data Visualization

Requires: Sales Cloud
Service Cloud

Compatible With: Experience Cloud
Financial Services Cloud
Health Cloud

More Details

With Smart List you can save days of custom development and build a custom list in a matter of minutes.

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud
Service Cloud

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Experience Cloud
Financial Services Cloud
Health Cloud

Salesforce Editions: Enterprise
Unlimited
Developer

App Details

Version: SmartLists/Spring 26 5.2.3
Listed On: 05/19/2022
Latest Release: 07/10/2026

Supported Features No Limits This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Multiple Currencies Supports Salesforce orgs that use Multiple Currencies. Person Accounts Supports Salesforce orgs that use Person Accounts. Salesforce Shield Supports Salesforce orgs that use Shield. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades. Lightning App Builder Ready to use in the Salesforce Lightning App Builder.: No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 5
Custom Tabs: 0
Custom Apps: 0

Lightning Components: Global: 3
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AgentExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

5.1.1

Last Reviewed Date

01/23/2026

Additional Details

Smart Lists is the component you need if you are struggling with the limitations of List Views and Related Lists or need an advanced search component This flexible component allows you to build custom lists of records, files, and external data by using point and click configuration. It can be deployed on record pages, home pages, custom app pages, community pages and flow screens. It offers advanced filtering and searching capabilities that are not available in standard list views and related lists: - Inline edit with multiple record types - Standard filters All, My, My Team, My Subordinates & My Queues - Fully customizable filters such as Open Cases I Created - Advanced search capabilities for record types, record owner, and related records Smart Lists supports complex relationships as Cases related to the Department of the parent Account or Files related to the Account of the parent Case Smart Lists comes with standard actions creating, editing and deleting records. New custom actions can be added For complex use cases, it is possible to populate the list from custom data sources such as web services

Need help?

Salesforce Labs

San Francisco, CA, USA

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