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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.”
Creating static contact list views that don’t rely on dynamic filter criteria requires workarounds in native Salesforce because all list views must use filter logic. The platform lacks manual selection interfaces for arbitrary contact grouping, forcing users into complex Campaign Members workarounds or custom object development.
Here’s how to create truly static list views based on manual Excel-based contact curation rather than dynamic filtering.
Build static contact lists using Coefficient
Coefficient provides an elegant solution by enabling manual contact curation through spreadsheet interfaces combined with direct Salesforce integration, eliminating the need for complex filter-based workarounds.
How to make it work
Step 1. Set up spreadsheet-based contact curation.
Import all Salesforce contacts using Coefficient with Contact ID, Name, Email, and Account fields. Add an “Include_in_List” column with TRUE/FALSE values. Manually select contacts by marking TRUE for desired contacts and use spreadsheet search, sort, and filter features to facilitate the selection process.
Step 2. Create a campaign for static list management.
Create a new campaign in Salesforce specifically for your static list (e.g., “Static List – Q1 2024 Outreach”). Filter your Coefficient spreadsheet to show only selected contacts where Include_in_List = TRUE.
Step 3. Export selected contacts to Campaign Members.
Use Coefficient’s scheduled export to push selected Contact IDs to the Campaign Members object. Map Contact_ID → ContactId, Campaign_ID → CampaignId, and Status → “Added” to create proper campaign membership records.
Step 4. Create your static list view.
Create a list view on the Campaign Members object that includes related Contact fields through lookup relationships. This creates a truly static list that doesn’t change unless you manually update the spreadsheet selections.
Step 5. Implement ongoing list management.
Support multiple static lists with different criteria by adding List_Name fields. Enable easy addition and removal of contacts from existing lists and maintain historical tracking of list membership changes through spreadsheet version control.
Take complete control over list membership
This approach provides true static list functionality while leveraging powerful synchronization capabilities. You get intuitive contact selection with support for complex criteria that can’t be expressed as Salesforce filters. Start building your static contact lists today.
