I have created a new List View 'Opportunity on Region' and I also have custom field Region on Opportunity. Is there a way I can add filter on the 'Opportunity on Region' list view dynamically upon load? It will be based from the Region on where the User is.

1 Answer 1


So, you need to do two things

  • Create a custom formula checkbox field on the Opportunity called Is_Running_User_Region_Same_As_Region__c with formula expression:

     Region = $User.Region__c
  • Then, change the listView filter to include:

    Is_Running_User_Region_Same_as_Region__c = TRUE

The SFDC query engine will then retrieve only records that match the running user's Region

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