How to view your owned accounts and contacts in Salesforce | Scribe

    How to view your owned accounts and contacts in Salesforce

    • Leni Vasquez |
    • 0 step |
    • 46 seconds
    This Scribe guide will teach you how to create a Salesforce Report to view your current contacts that you are assigned to.
    Navigate to your salesforce account.
    Click "Reports"
    Click "New Report"
    Click "Contacts & Accounts"
    Click "Continue"
    Click "Filters"
    Tip! To view ALL your contacts you need to change the contact create date as shown below.
    Click "On or after Mar 23, 2022" Click "Custom" Click "All Time" Click "Apply"
    Tip! To make it easier to view your contacts and their accounts you can group the contacts based on Account Name as shown below.
    Click "Outline" Click the "Add group..." field. Click "Account Name" Click "Refresh"
    Click "Save & Run"
    Enter the report name and then click "Save"
    Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.
    Was this Scribe helpful?
    Save this document for future reference.
    click-target-circles-background
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe