Step By Step

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

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

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

Hoover on “Contacts” related list and click on New Contact

Enter your contact’s details and Save

•First Name and Last Name

•Account Name: as you started from the account, the field already filled in

•Language

•Phone/Mobile/Email

•Job department and function

•Address: as you started from the account, the address is already filled in

It’s done! Your contact is created.

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

Overview