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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

 

❑ Add Account Contacts

1- In Tabs => Click on  “Accounts”

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

3- In  ListViews => Click on the supplier name. eg.A R WILFLEY AND SONS

 

 

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

Scroll down to find the "Related Contacts" and click on the button "New contact“

 


 

 

STEP 3 

❑ Contact Information


Account Name is automatically fill in this square eg."A R WILFLEY AND SONS”
1- Fill First Name, Last Name
2- In "Type", select a function and Click the arrow to add into the Chosen section.
3- Fill Phone, Mobile, Email address

 

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

 

 

Verify, if I added the Contact

 

STEP 4


After saving, I return automatically on the tab "Contact" with the name of the contact that you  added
 
I verify, if I added well the Contact to my Account eg.“A R WILFLEY AND SONS

 
  • Click on Account, In View Menus => Select “My Accounts. In ListView => Click on the “Account name” eg A R WILFLEY AND SONS

 
  • Scroll down to find the "Related Contacts" and check  if contact is added well eg.“Mr Christian BEYER”

 

 

 

Related contacts

 

A contact is unique same name and same email address). You will not be able to duplicate it.

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

STEP 5


Select your Account, Scroll down to find the "Related Contacts"



Click on «Add Relationship»

1- In Contact field, fill  part of the name of the existing contact“. Click on the magnifier at the right of the "Contact" Field.

2-  Click on «contact name you want to add»

3- Click Save 

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Need help?

How to ask for assistance?

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.

 

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