> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-lists/getting-started.md).

# Quick start (Backup)

## Getting started with the List Builder

In the SmallBuilder app, go to the List Configurator tab and press the New button.

{% hint style="info" %}
The builder interface is launched when you create or edit a new List configuration.
{% endhint %}

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-4a1bf2b5cb1b3854fac646d178fd67a32c851f29%2Fimage%20(557).png?alt=media" alt=""><figcaption></figcaption></figure>

This will take you to the builder screen. This consists of three main parts: the top bar with buttons to save and preview the list, a preview panel, and a side panel with various settings.

Once you've set up all the elements required for the List in this view, press the Activate and Add Tab buttons to add your custom list to your users' Salesforce screens.

{% hint style="warning" %}
You can only activate the List once you've set up all the required settings:

* Label
* Target object
* Datatable Setup
  {% endhint %}

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-979bf700d86a3fdaddc3b9424cf384f2df5329a4%2Fimage%20(559).png?alt=media" alt=""><figcaption><p>Setting up a List</p></figcaption></figure>

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-34d3d9628ca0f340d30c767482d884197a99d19b%2Fimage.png?alt=media" alt=""><figcaption><p>Setting up a DataSource</p></figcaption></figure>

Here's a description of the numbered elements in the above screenshots:

1. The title of the list is shown in the top-left, together with an indication of whether it is active or not. There are also buttons to save, preview, delete, or add the list as a tab in Salesforce.
2. This side panel is where you set up your list. There are four panes:
   * **Default Setup**

     This contains basic settings for the list.
   * **Action Setup**

     These settings allow you to add an action (button) to the top of the list.
   * **Filter Setup**

     This allows you to configure a filter on the data displayed in the list.
   * **Datatable Setup**

     This is where you configure the data to be displayed in your list, and its appearance.
3. This preview panel allows you to see the results of your changes to the layout of the list.
4. This is the screen where you can add and edit internal or external datasources, to retrieve data from outside of the target Salesforce object. You can access this view by clicking the DataSource Setup button in the top bar (1).