How to Create a List View of Your Campaigns

This document will demonstrate how to create a list view of campaigns associated with an individual, usually yourself, by cloning the UGADM - Event Representative or Owner list.

Accompanying demonstration video

  1. Before beginning, you need your Salesforce Alias, which you’ll find in Settings. In the upper right corner of Salesforce you’ll see a circle with your profile. Access settings by clicking on your profile and then clicking Settings. If it does not open to your personal information, find it by opening the Personal Information menu on the left. You’ll then find your alias under Details. Copy or write down your alias
    An image of Salesforce Settings Personal Information with the Alias field circled

  2. Open the UGADM  - Event Representative or Owner list by navigating to the Campaigns module in the Recruitment App menu, and clicking the down-arrow. Scroll and find the UGADM  - Event Representative or Owner list. 
    An image of the recently viewed list within the Salesforce Campaigns object. The UGAD-Event Representative or Owner choice within the drop down is circled

  3. A window that says “no items to display” will open. To the right you’ll see a little gear with a down arrow. Click on the gear and select Clone.
    An image of the settings drop down with the settings icon cirecled and the clone choice in the drop down circled

  4. This will open a popup window called Clone List View. Give your list a name by deleting what has been pre-filled and then click Save.
    An image of the Clone List View with the List Name field circled.

  5. You will now have access to the filters pane on the right. Click the first filter, Owner Alias. Delete the existing alias and enter your own alias in the Value area.
    An image of campaign list filters wtih the filter icon circled, the word filters cirecled, and the Value field cirecled

  6. Changing the Owner Alias filter will get you most of your campaigns. However, there may be a campaign or two that you attend but don’t own -  fairs where we send more than one person. Thus you will also want to customize the Additional Representative fields. You’ll want to keep at least the first two - more if you've attended fairs with more than three total UW-Madison representatives. Do not use your alias in these fields - simply type your name the way that it is recorded in Salesforce and click Save. Leave the filter logic as-is.
    An image of campaign list filters set to Emilie Dickson's view

  7. Your list will now appear in the campaigns list drop-down menu.
    An image of the Campaigns list view with Emilie's Campaigns circled

  8. It will return all campaigns you’ve ever been added to, earliest to latest. You can reverse the sort order by hovering over Start Date and clicking the arrow that appears. Each of the columns has this sort option.
    A close screen shot of Emilie's Campaigns with the down arrow next in the start date field circled

  9. You can also change which fields are displayed. To do so, click on the gear icon and choose Select Fields to Display
    An image of List View Controls with the control icon circled as well as the drop-down choice Select Fields to Display

  10. This will open a menu with a long list of Available Fields and Visible Fields. Click on a field and then the horizontal arrows to move fields between the two columns. Click the vertical arrows to the right of the Visible Fields column to change the order of the data columns in your list.

An image of the "Select Fields to Display" portion of a list view, showing the horizontal and vertical arrows used to edit fields viewed



Keywords:
Salesforce, event owner, alias, event, events, school visit, fair
Doc ID:
150896
Owned by:
Emilie D. in Office of Admissions and Recruitment
Created:
2025-05-16
Updated:
2025-07-15
Sites:
AdmissionsRecruitment-internal