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Find a list of Contacts without an Account

Veröffentlichungsdatum: Jul 1, 2026
Beschreibung

When a Contact record in Salesforce is saved without an associated Account, its sharing settings default to Private. This means only the Contact owner and users with View All Data or Modify All Data permissions can find it using Global Search or Lookup Search. Use one of the options below to retrieve a full list of Contacts that are not linked to any Account.

Lösung

Option 1: Create a List View of Contacts Without Accounts

In this approach, you create a List View on the Contacts object that filters for blank Account Name values.

  1. Navigate to the Contacts tab.
  2. Click the List View selector and choose New.
  3. Name the List View (for example, "Contacts Without Accounts").
  4. Add filter criteria: Account Name equals (leave the value blank).
  5. Save the List View.

The resulting List View shows all Contacts in your org that do not have an associated Account.

Option 2: Export Contacts Without Accounts Using Data Loader

This approach exports the results to a spreadsheet for further review or bulk updates.

  1. Open Data Loader and log in to your Salesforce org.
  2. Choose Export and select the Contact object from the list.
  3. Choose an export file location and click Next.
  4. Select AccountId, Id, and any other fields you want in the spreadsheet.
  5. Build a query using the following criteria: Field = AccountId, Operation = equals, Value = (leave blank). Click Add Condition to insert the WHERE clause.
  6. Click Finish.

The export file contains all Contact records with no Account link.

 

Nummer des Knowledge-Artikels

000385610

 
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Salesforce Help | Article