Work with Contact List Views

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the purpose of a contacts list view.
• Filter the results of a contacts list view.
• Create a new list view.
• Email the current list view of contacts.

What Is a Contact… and a List View?

Salesforce is all about relationships. And contacts are the primary building blocks of those relationships. Contacts represent people you do business with. Contacts (people) are often associated with accounts (businesses). To see lists of your contacts, you use a list view—a view that shows all contact records. List views are dynamic, so if a contact is deleted, the list view will automatically reflect the changes. Numerous actions like filtering, creating, and communicating can be done from the contacts list view.

Filter Results

1. In most cases, your list view defaults to Recently Viewed. To toggle to a different list view, click the down arrow next to the list view name and select All Contacts.
2. Click the Filter icon.
   
3. Click Add Filter.
4. Select Last Name from the Field picklist.
5. Select starts with from the Operator picklist.
6. Enter a letter in the Value field.
7. Click Done.
8. Click Save to apply the filter to the list view.
9. To remove the filter, click Remove All.
10. Click Save.
11. To close the Filters panel, click the X.

Filtering is most powerful when there are numerous records. Try adding a new contact or two using the New button. Adjust your new filter to see the power of filtering. Additional filters can always be added if you need your list even more refined.

Create a New List View

1. Click the List View Controls icon.
2. Select New.
3. Enter a new name in the List Name field.
4. The List API Name is auto-generated.
5. Select who should be able to see this list.
6. Click Save.

Choose Fields to Be Displayed

1. Click the List View Controls icon.
2. Click Select Fields to Display.
3. Move 1 or 2 fields from the Visible Fields to the Available Fields.
4. Click Save and notice that the fields you removed are no longer visible in this list.

Email a List

1. With your list view open, click Send List Email.
2. Enter a subject.
3. Enter content for your email.
4. Click the Review tab to review the recipients of this email.
5. Click Send or the down arrow to select Send Later to assign a future time to send this email. If you don't want to test this feature at this time, click cancel and confirm the cancel.

As you can see, the contacts list view is incredibly powerful and flexible. Be sure to keep exploring as there is even more that can be done within the contacts list view.

Resources

• Salesforce Help: Manage Contacts
• Salesforce Help: List Email Limitations