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