Contact List View Salesforce [Lightning and Classic]

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.

How to create a Contact list view in Salesforce
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.

How to create a Contact list view in Salesforce lightning
Create New List View for Contact Tab

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.

create a Contact list view in Salesforce
Fill Details

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.

create a Contact list view in Salesforce lightning
Add Filter

Step 8: Now, click on Save.

How to create Contact list view in Salesforce
Saving the Filter

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.

How to create Contact list view in Salesforce lightning
Open the newly created List View

Step 10: It will successfully show all the Contacts with Billing City as New York.

create Contact list view in Salesforce
Account Billing City 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.

How to create a Contact list view in Salesforce
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 (âš™) 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.

edit contact List View in salesforce lightning
Edit Contact List View

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.

edit contact List View in salesforce lightning
New York Billing City

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.

How to create a Contact list view in Salesforce
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.

delete contact List View in salesforce lightning
Delete Contact List View

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 (âž•) 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.

create contact List View in salesforce classic
Plus->Services->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.

create contact List View in salesforce classic edition
Create Contact List View

Step 5: It will successfully show all the Contacts with Billing Country as USA.

create contact List View in salesforce classic
Account:Billing Country

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 (âž•) 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.

create contact List View in salesforce classic
Plus->Services->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.

edit contact List View in salesforce classic
Edit Contact List View

Step 5: It will successfully show all the Contacts with Billing Country as USA and Mailing Country as USA.

edit contact List View in salesforce classic
List View in Salesforce Classic Contact

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 (âž•) 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.

create contact List View in salesforce classic
Plus->Services->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.

delete contact List View in salesforce classic
Delete Contact List View

This is how we can delete the contact List View in salesforce classic.

You may also like to read the following Salesforce tutorials.

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