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Overview

In this section, you will find information about how to create a new supplier contact in Salesforce.

 

Excerpt

 

Table of content

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Step-By-Step

Note

Before creating a contact, search it to avoid creating a duplicate! If a duplicate is created. In case of duplicate, the system will warn you if:

  • the email address is the same than an existing contactthe name + first name are similar to an existing contact

And the system will guide you to the existing contact. And then you will be able to add a relationship.

If the Contact does not exist, it is recommended to create it from the account page

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❑ Add Account ContactsAccount Owner  you can  add someone in the account team

1- In Tabs => Click on  “Accounts”“Accounts”

2- In View Menus => Select “My Accounts”“My Accounts”

3- In  ListViews => Click on “Supplier name” A R WILFLEY AND SONSthe supplier name. e.g.SAP SE

 

 

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Tip

You can create a contact and relate it to any account in Salesforce, even if you’re not part of the Account Team

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If the Contact does not exist, it is recommended to create it from the account page

1- Scroll down


Go to

find

the related list "Related Contacts" and click on the button "New

 contact

Contact“

 


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❑❑ Contact Information


Account Name is automatically fill in this square” A R WILFLEY AND SONS”filled in this field. E.g."SAP SE”
1- Fill First Name   “ Christian”Name, Last Name” BEYER”Name

2- In types select "available" you want to put in "chosen" example :Manager “Click the arrow addType", select a function 
3- Fill Phone, Mobile, fax,  Email ” cbeyer@cranecpe.com”
❑Address Information
 Email address

 

Tip

Use the international format, contacts are shared.

 

4- Fill all information you have ”Mailing Street, Mailing City, Mailing State/Province, Mailing Zip/Postal Code, Mailing Country"

5- Click on Save

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Verify, if I added the Contact

 

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After saving, I return automatically on the tab " Tabs  ContactContact" with the name of the contact that you  added
 
I verify, if I added well the Contact to my Account “A R WILFLEY AND SONS. e.g.“SAP SE"
 
  • Click on Account, In View Menus => Select “My Accounts, In  ListViews . In ListView => Click on “Supplier name” A R WILFLEY AND SONS
 
  • Scroll down to find the "Related Contacts“ I verify, I added well “Mr Christian BEYER”

 

  • the “Account name” e.g.“SAP SE"

Go to the related list "Related Contacts" and check  if contact is added well eg.“Mrs Claire BOYER”

 

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Related contacts

 

 

NoteAn Account can have only one contact with the same name, the same email address.

If you want to add one contact existing to other account => you must use "add relationship

 

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Select you Account, Scroll down to find the "Related Contacts
Click on «Add Relationship»

1- Fill  part of the name “Click on the magnificer

 

at the right of the "User" Field.
2-  Click on « contact name you  want to add »
3- Click Save 

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Related articles   

 
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Need help?

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D - Need Help - Convergence
D - Need Help - Convergence

 

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