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

    How to view your owned accounts and contacts in Salesforce

    • Leni Vasquez |
    • 10 steps |
    • 46 seconds
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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.
    2
    Click "Reports"
    3
    Click "New Report"
    4
    Click "Contacts & Accounts"
    5
    Click "Continue"
    6
    Click "Filters"
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    Tip! To view ALL your contacts you need to change the contact create date as shown below.
    7
    Click "On or after Mar 23, 2022" Click "Custom" Click "All Time" Click "Apply"
    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"
    Click "Outline" Click the "Add group..." field. Click "Account Name" Click "Refresh"
    9
    Click "Save & Run"
    10
    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.