How to view your owned accounts and contacts in Salesforce
Leni Vasquez
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10 steps
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46 seconds
Salesforce
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This Scribe guide will teach you how to create a Salesforce Report to view your current contacts that you are assigned to.
1
Navigate to your salesforce account.
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Click "Reports"
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Click "New Report"
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Click "Contacts & Accounts"
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Click "Continue"
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Click "Filters"
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Tip! To view ALL your contacts you need to change the contact create date as shown below.
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Click "On or after Mar 23, 2022" Click "Custom" Click "All Time" Click "Apply"
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Tip! To make it easier to view your contacts and their accounts you can group the contacts based on Account Name as shown below.
8
Click "Outline" Click the "Add group..." field. Click "Account Name" Click "Refresh"
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Click "Save & Run"
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Enter the report name and then click "Save"
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Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.