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Overview


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In this section, you will find information about how to search and find a customer contact in Salesforce.

 

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Concerned profiles:

     ALL

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Step By Step


Find a contact can be done via different options:

Option 1

•Use the search box on the top of the screen and type contact name
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•Then open the contact by clicking on the contact name
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Option 2

•Open the accounts which the contact belongs to
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•Then hover the related list Contact and open the contact by clicking on the contact name
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