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Overview


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

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

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

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

 

Concerned profiles:

     ALL

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