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

 

❑ Add Account Contacts

1- In Tabs => Click on  “Accounts”

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

3- In  ListViews => Click on the supplier name. e.g.SAP SE

 

 

 

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


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“

 


 

 

 

❑ Contact Information


Account Name is automatically filled in this field. E.g."SAP SE”
1- Fill First Name, Last Name

2- In "Type", select a function 
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

 


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. e.g.“SAP SE"
 
  • Click on Account, In View Menus => Select “My Accounts. In ListView => Click on the “Account name” e.g.“SAP SE"

Go to the related list "Related Contacts" and check  if contact is added well eg.“Mrs Claire BOYER”

 

 

 

 

 

 

 

 

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