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Platform List View Generate

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  • SKILL.md

When to Use This Skill

Use this skill when you need to:

  • Create list views for objects
  • Generate filtered, column-based record listings
  • Configure list view visibility and sharing
  • Troubleshoot deployment errors related to List Views

Specification

Salesforce List View Metadata Knowledge

Overview

Salesforce List Views define filtered, column-based record listings on an object's tab.

Purpose

  • Provide curated, role- or task-specific subsets of records
  • Standardize commonly used filters and visible fields across teams

Configuration

Unless specifically requested to be generated inline, List Views are stored at:

  • force-app/main/default/objects//listViews/.listView-meta.xml Only if the user requests are they to be included in the object's metadata file:
  • fore-app/main/default/objects//.object-meta.xml

Key elements:

  • label: Human-friendly name shown in UI (must be under 40 characters in length)
  • fullName (fullName): API identifier used in metadata and file name
  • filterScope: Everything | Mine | Queue
  • filters: field/operation/value triples
  • booleanFilterLogic: Combine multiple filters logically with AND/OR (e.g., "1 AND (2 OR 3)")
  • columns: Ordered list of field API names to display

References:

  • listViews appear on the entity's tab
  • listViews can be referenced by flexipages using the "filterListCard" component

Critical Decision: Visibility Strategy

Choose how broadly the view should appear in the org.

Choose "Visible to all users" when:

  • The view is useful across profiles/roles
  • It's a governed, shared artifact to be managed via source control
  • Data contained is appropriate for broad visibility

Choose "Owner-only/Restricted" when:

  • It is experimental or niche during iteration
  • It is specifically requested to be limited to Users, Groups or Roles
  • There are governance/security reviews pending

When in doubt: Default to "Visible to all users".

Critical Decision: Columns Density

Choose minimal, high-signal columns when:

  • Users need at-a-glance scanning
  • Mobile/responsive performance matters

Choose richer column sets when:

  • Desktop heavy workflows need more context without opening records
  • It serves as a work queue and extra fields reduce clicks

When in doubt: Start with 4–6 columns that directly support the primary task.

Critical Rules (Read First)

Rule 1: Custom Field API Names

For custom fields, use exact API names (e.g., Status__c), not labels.

Wrong:

  • Status (label)

Right:

  • Status__c (API name)

Rule 2: Standard Field Names

For standard fields on Custom Objects, use already defined names:

Wrong:

  • Name (API Name)

Right:

  • NAME

The standard fields on Custom Objects are:

  • NAME
  • RECORDTYPE
  • OWNER.ALIAS
  • OWNER.FIRST_NAME
  • OWNER.LAST_NAME
  • CREATEDBY_USER.ALIAS
  • CREATEDBY_USER
  • CREATED_DATE
  • UPDATEDBY_USER.ALIAS
  • UPDATEDBY_USER
  • LAST_UPDATE
  • LAST_ACTIVITY

Rule 3: Operations Must Match Field Types

Picklists require equals/notEqual; date fields require date operators; boolean values are 0 and 1; do not mix text-only operators with non-text fields.

Wrong:

  • operation="contains" on a picklist
  • value=True on a boolean

Right:

  • operation="equals" with a valid picklist value
  • value=1 on a boolean

Rule 4: Name and Path Alignment

File name, fullName (also sometimes referred to as DeveloperName), and uniqueness must align.

Wrong:

  • File: My_List.listView-meta.xml
  • fullName: MyList

Right:

  • File: MyList.listView-meta.xml
  • fullName: MyList

Rule 5: Folder Placement

Place files under the object's listViews directory or deployments will fail to resolve components. Only if a user requests it, may the listView may be included inline in force-app/main/default/objects//.object-meta.xml

Path:

  • force-app/main/default/objects//listViews/.listView-meta.xml

Generation Workflow

Step 1: Get Metadata Information

  • Identify the target object API name (e.g., Object__c).
  • Gather business requirements: purpose, audience, fields, filters.
  • Validate values and operator compatibility with field types.

Step 2: Examine Existing Examples

  • Repo: force-app/main/default/objects/