This article explores the process for creating and editing Contact views. Views are created via the Contacts Tab to provide a more meaningful view for you depending on the types of Contacts that you work with.
For example, I may only need to see Contacts based in a particular region because that's where I deliver services or I may only need to see contacts who pay for a membership because I run membership services.


When clicking into the Contacts Tab you'll be presented with the Recent Contacts View, which will contain a list of all Contact Records that you've recently accessed. To update the view select a view from the picklist and click Go!.

You can Edit the selected view or Create New View using the links located next to the View Picklist. If you can't see these links then you don't have permission and will need to speak to your System Administrator.

To read more about how to create and views go to the New User Orientation Guide Manual and access the Views Article under Basic Navigation.


Create views that are meaningful to you and other Salesforce users to make it easier to access records that are relevant to you.