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Overview


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

Concerned profiles:

     ALL

Table of content


 

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
•Then open the contact by clicking on the contact name

Option 2

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

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