When creating a new query to build a list, Leads will have Lead and Owner fields and Contacts will have Contact, Account and Owner fields as query options.
If you don't see a field that you need to reference in your query you can also run a Salesforce Report, add the results to a Salesforce Campaign, and create a list from the Campaign members. If you have access to the Salesforce Campaign object you will see this option when you create a new list.
Have more questions? Submit a request
Comments
Please sign in to leave a comment.