In this Salesforce tutorial, I will explain the working with contact List View Salesforce. This can be performed on both salesforce lightning and salesforce classic edition.
In Salesforce, a Contacts Tab represents the people linked with business accounts in your organization. I need the List View to filter down the contact record in both lightning and classic edition.
In addition, I have explained the steps to create, edit and delete contact List View in both lightning and a classic edition of salesforce.
The following are the topics that we will cover in this Salesforce Tutorial.
- How to create contact List View in Salesforce Lightning
- How to edit contact List View in Salesforce Lightning
- How to delete contact List View in Salesforce Lightning
- How to create contact List View in Salesforce Classic
- How to edit contact List View in Salesforce Classic
- How to delete contact List View in Salesforce Classic
How to create contact List View in Salesforce Lightning
If you want to learn how to create a custom list view for contact follow these steps:-
Step 1: Click on App Launcher, find and select any app of your choice. I select Service App.
Step 2: As we want to create a list view for contacts, select the Contacts tab.
Step 3: Click on the Gear Icon and select New.
Step 4: On the next screen, enter the List Name. I named them New York Billing City View. And the API Name is automatically set based on your list view name.
Step 5: Set the sharing settings for the list view. Here, I set it to All Users. And click on the Save button.
Step 6: Set the filter for the list view by clicking on Add Filter. Here, I want to filter the Contacts based on their Billing City.
Step 7: Specify Filter Criteria. Here, I select the Field as Billing City, Operator as equals, and Value as New York. And then click on Done.
Step 8: Now, click on Save.
Step 9: It has successfully created a list view name New York Billing City View. To activate it select the list view dropdown arrow, and select New York Billing City View.
Step 10: 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.
Read: How to create and edit Profile List View Salesforce
How to edit contact List View in Salesforce Lightning
Above, we successfully created a contact List View in salesforce lightning. But now I want to make some changes to it. So for this, I have to edit this view.
If you want to learn how to edit a custom list view for contact follow these steps:-
Step 1: Click on App Launcher, find and select any app of your choice. I select Service App.
Step 2: As we want to edit a list view for contacts, select the Contacts tab. Next, select the List View that you want to edit from the drop-down list (⬇). Here, I select the New York Billing City.
Step 3: Click on the Gear icon (⚙) and select the Edit List Filters. Now, I want to add one more filter which is Salutation must be Mr. And lastly click on Save.
Step 4: It has successfully edited the contact List View to New York Billing City. Now, pick the revised list view from the dropdown and it shows all the contacts related to Account: Billing City New York and Salutation Mr.
This is how we can edit the contact List View in salesforce lightning.
Read: Create list view for queue in Salesforce
How to delete contact List View in Salesforce Lightning
Suppose I have a List View for contacts in the salesforce lightning but now I don’t want it anymore. So for this, I have to delete this view.
If you want to learn how to delete contacts List View follow these steps:-
Step 1: Click on App Launcher, find and select any app of your choice. I select Service App.
Step 2: As we want to delete a list view for contacts, select the Contacts tab. Next, select the List View that you want to delete from the drop-down list (⬇). Here, I select the New York Billing City.
Step 3: Now, click on Delete and then click on OK for confirmation of the deletion process.
This is how we can delete the contact List View in salesforce lightning.
Read: How to create tasks list view in Salesforce Lightning
How to create contact List View in Salesforce Classic
Above we have learned to create, edit, and delete contact List View in the salesforce lightning edition. Similarly, we can do all such operations on contact List View in the classic edition of salesforce.
Follow the below-given simple steps to create a contact List View in salesforce classic.
Step 1: Click on the Plus icon (➕) to the right of your salesforce page. By default, it will list All Tabs including standard and custom.
Step 2: To select the specific app from the drop-down (⬇) list. Here, I pick Service.
Step 3: It will display all the tabs of the Service app. Choose the specific tab from the list on which you want to perform some action. Here, I choose Contacts.
Step 4: Click on Create New View to create a custom list view. Next, enter view name, specify filter criteria, select fields to display, and restrict visibility.
Here, I create List View named USA Country that will filter out contacts that have Account: Billing Country equal to USA.
Step 5: It will successfully show all the Contacts with Billing Country as USA.
This is how we can edit the contact List View in salesforce classic.
Read: How to create Approval Process in Salesforce
How to edit contact List View in Salesforce Classic
Follow the below-given simple steps to edit a contact List View in salesforce classic.
Step 1: Click on the Plus icon (➕) to the right of your salesforce page. By default, it will list All Tabs including standard and custom.
Step 2: To select the specific app from the drop-down (⬇) list. Here, I pick Service.
Step 3: It will display all the tabs of the Service app. Choose the specific tab from the list on which you want to perform some action. Here, I choose Contacts.
Step 4: Select the List View from the drop-down (⬇) that you want to edit. Here, I select List View named USA Country. Then, click on Edit to edit a custom list view. Now, I add one more filter which is Mailing Country equal to USA.
Step 5: It will successfully show all the Contacts with Billing Country as USA and Mailing Country as USA.
This is how we can edit the contact List View in salesforce classic.
Read: How to Create Email Template in Salesforce
How to delete contact List View in Salesforce Classic
Follow the below-given simple steps to delete a contact List View in salesforce classic.
Step 1: Click on the Plus icon (➕) to the right of your salesforce page. By default, it will list All Tabs including standard and custom.
Step 2: To select the specific app from the drop-down (⬇) list. Here, I pick Service.
Step 3: It will display all the tabs of the Service app. Choose the specific tab from the list on which you want to perform some action. Here, I choose Contacts.
Step 4: Select the List View from the drop-down (⬇) that you want to delete. Here, I select List View named USA Country. Then, click on Delete to delete a custom list view. After that click on OK for confirmation.
This is how we can delete the contact List View in salesforce classic.
You may also like to read the following Salesforce tutorials.
- How to Use Paths in Salesforce
- How to Add Account Team Members in Salesforce
- How to Create Public Groups in Salesforce
- How to Get Security Token in Salesforce
- How to Create Records using Quick Action in Salesforce
Conclusion
This tutorial taught us, how to create and edit profile list view in the salesforce lightning and classic both. Also, we have covered how to add one more filter to the list view in the salesforce lightning and classic edition.
Additionally, we have also covered the following topics.
- How to create contact List View in Salesforce Lightning
- How to edit contact List View in Salesforce Lightning
- How to delete contact List View in Salesforce Lightning
- How to create contact List View in Salesforce Classic
- How to edit contact List View in Salesforce Classic
- How to delete contact List View in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.