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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce list views require filter criteria, making manual contact selection challenging when you need contacts that don’t share common filterable attributes. Native Salesforce lacks a “checkbox selection” interface for arbitrary contact grouping, forcing you into complex workarounds.
Here’s how to create static list views based on manual selection rather than dynamic filtering, giving you complete control over list membership.
Create manually curated contact lists using Coefficient
Coefficient provides an ideal solution by combining spreadsheet-based manual selection with direct Salesforce integration. You can visually select contacts in a familiar interface and automatically sync your selections to create proper Salesforce list views.
How to make it work
Step 1. Import your contact database into a spreadsheet.
Use Coefficient to import all Salesforce contacts with key fields like Name, Email, Title, Account, and Contact ID. The Contact ID field is crucial for proper record linking back to Salesforce.
Step 2. Create a manual selection interface.
Add a “Selected” column with TRUE/FALSE values or checkboxes next to each contact. Manually mark contacts you want to include by checking the box or entering TRUE. Use spreadsheet filtering and sorting to easily locate specific contacts you need.
Step 3. Export selected contacts to Salesforce.
Filter your spreadsheet to show only selected contacts (Selected = TRUE). Use Coefficient’s scheduled export to push selected Contact IDs to a Campaign Members object, mapping Contact ID to the lookup field and including your campaign ID.
Step 4. Create your static list view.
In Salesforce, create a list view on the Campaign Members object. Include related Contact fields through the lookup relationship. This creates a manually curated contact list without any filter limitations.
Take control of your contact list membership
This method provides complete control over list membership without being constrained by Salesforce’s filter requirements. You can include any combination of contacts based on your specific needs. Get started with manual contact curation today.
