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. 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

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“

 


 

 

 

❑ Contact Information


Account Name is automatically filed 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

 


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"


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 

 

In LOOKUP: Select always "all fields" this allows for more results in research

 

 

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