Video: How to Create a Contact in Salesforce

This video discusses how to create a contact in Salesforce in an easy-to-follow method so that your company can easily add contacts to an account.

Creating a contact in Salesforce in 6 easy steps

Creating a contact in Salesforce is necessary so that you can keep track of all the employees of a particular company that you’re working with. The contacts are the individuals that you are directly working with and trying to sell to.

Here are the 6 effortless steps to creating a contact in Salesforce:

  1. From the Salesforce Classic home screen, select the “+” symbol.
    click on the + symbol from the salesforce classic homepage
  2. Select Accounts from the list of options.
    selecting accounts tab
  3. Select the account that you wish to make a new contact for.
    selecting the account you want to make a contact for in salesforce
  4. Scroll down on the account page and select New Contact.
    selecting new contact in salesforce
  5. Once you’re on the main contact page, enter in all of the necessary information and select Save.
    entering in all of the details of the new contact for a specific account in saleforce
  6. Navigate back to the account you made a new contact for and you can see the list of all your contacts.

Conclusion

Since the contacts are the individuals in accounts that you are actually selling to, it’s important to understand how to add and manage contacts in Salesforce.

Following these 6 steps will set your company up for success and allow you to keep track of all the individuals you’re selling to.

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