Overview
In this section, you will find information about how to create a new supplier contact in Salesforce.
Table of content
Step-By-Step
Before creating a contact, search it to avoid creating a duplicate. In case of duplicate, the system will warn you if:
- the email address is the same than 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
STEP 1
You can create a contact and relate it to any account in Salesforce, even if you’re not part of the Account Team
STEP 2
If the Contact does not exist, it is recommended to create it from the account page
Go to the related list "Related Contacts" and click on the button "New Contact“
STEP 3
❑ Contact Information
Account Name is automatically filled in this field. E.g."SAP SE”
Use the international format, contacts are shared.
Verify, if I added the Contact
STEP 4
- Click on Account, In View Menus => Select “My Accounts. In ListView => Click on the “Account name” e.g.“SAP SE"
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
The best way to get IT support is to use the new
Service One Platform.