In this Salesforce tutorial, I will explain the contact list view in Salesforce. I will also explain step-by-step how to create a contact list in Salesforce.
Contact List View Salesforce
In Salesforce, contacts are the people to whom you are doing business. To store or filter the contacts based on specific criteria, you can use the contact list view you can create.
By default, the contact object came up with some of the default list views, that is as follows.
| All Contacts | This list view shows all the contacts for which you have access. |
| Birthday This Month | Birthday This Month list view shows all the contacts that have birthdays this month. |
| My Contacts | This list view shows all the contacts for whom you are the owner. |
| New Last Week | This list view displays the contacts that were created last week. |
| New This Week | The New This Week list view shows all the records that are created new in this week. |
| Recently Viewed | This list view shows all the records that you have recently visited or opened. |
Moreover, if you delete a record, the list view is automatically updated with the records present in the contact object.
How to Create a Contact List in Salesforce
You can create a contact list view in Salesforce Lightning and Salesforce Classic. For this, you have to access the permission needed.
To create, edit, or delete a list view in Salesforce, you have permission to read the type of record included in the list and create and customize the list view.
How to Create a Contact List in Salesforce Lightning
Below are the steps to create a contact list in Salesforce Lightning:
1. Go to the “Setup” in Salesforce Lightning, click on “App Launcher”, and find and select the “Contacts” object. Or you can directly click on the “Contacts” tab.
2. To create a list view in contacts, click on the “Gear” icon and then click on “New”.
3. Enter the name for the list view in the “List Name” field as “New York Billing City View” and the “List API Name” field will be automatically filled based on your list view name.
After that, set up the “Sharing Settings” for the list view, i.e., you want to make this list view available for yourself only, all users, and groups of users.
4. Click on the “Save” button.
5. After creating the list view, you have to define the filter criteria, so that you will get the contacts accordingly.
Most of the time, the pop-up automatically opens to define the filter; if it does not open, click on the “Filter” icon. To set the filter, click on the “Add Filter”.
For example, if you want to get the contacts whose account billing city is New York. For this, enter the “Field” as “Account: Billing City”, “Operator” as “Equals” and “Value” as “New York”.
Click on “Done”.
6. To apply the filter, click on “Save”. If you want to add more than one filter, repeat step 5.
7. It has successfully created a list view named “New York Billing City View”. To activate it, select the list view dropdown arrow and select New York Billing City View.
It will successfully show all the contacts with Billing City as New York.
This is how we can create the contact List View in Salesforce Lightning.
How to View All Contacts in Salesforce
By default, in the contact object, you have a list view named “All Contacts” to view all the contacts. The following are the steps to view all contacts in Salesforce:
1. Click on the “App Launcher” search, and click on the “Contacts” object.
2. Click on the “Dropdown” arrow given on the right side, and select the “All Contacts” list view.
You will get all the contacts in the Salesforce org for those you have access to.
Conclusion
I hope you have understood the concept of the Salesforce contact list. I have also explained how to create a list view for contact in Salesforce Lightning.
Additionally, I have explained the steps of how to view all contacts in Salesforce.
You may like to read:
- Salesforce List View
- List View Permissions Sets in Salesforce
- How to Mass Import Contacts into Salesforce
Tanya is a Salesforce consultant working in a reputed organization and holds expertise in both Salesforce administration and development. She has experience in Salesforce integration, reports, dashboards, automation data analytics, etc., and trained hundreds of Salesforce enthusiasts and delivered various Salesforce projects and solutions. Read more | LinkedIn Profile
