This article explores Contact Records and the standard data that is captured on each record.
After accessing a Contact Record from the Contacts Tab you will be presented with the Contact Detail Page.
This page contains all the data that has been collected about the Contact. Scrolling down the page you'll see Related Lists (Cases, Opportunities, Relationships, etc.) which contain links to records that are related to the Contact.
In the example Contact Detail Page snapshot below, you can see a range of standard and custom fields that make up the Contact Detail.
- Social Media links - will look for the Contact on social media platforms.
- Chatter Feed - internal collaboration regarding the Contact.
- Topics - add topics to the Contact to create filtered views from your Chatter Tab.
- Followers - selecting to follow the record will post updates to your chatter feed to keep you informed when the record is updated.
- Related List Shortcuts - provide a summary of related list records and you can hover to get more details.
- Contact Detail - contains standard and custom data fields to describe the individual.
- System Information - system generated data that will inform you when the record was created and by whom, and when the record was last modified and by whom.
To extend the Contact Page to include more data fields, validation rules, updated picklist values, etc. contact your system administrator. Data standards should improve as your organisation becomes more diligent at recording Contact information.
Contact Related Lists
Scrolling down the Contact Detail Page you'll see several lists with related data, these are called Related Lists and contain links to records that have been related to the Contact in the system.
Common relationships for Contact Records include - Event Registrations, Contact Profiles, Related Organisations Activities, Opportunities, Cases and Files.
Related Lists represent a one-to-many relationship in Salesforce, meaning that one Contact Record can have many Event Registrations, Cases, Opportunities, etc.
You'll notice that each related list contains Action Buttons allowing you to add New Records and complete other system functions.