Lightning - Contact Management

Contacts Tab
This article explores the Contacts Tab and provides some guidance on how to navigate to the various functions within the tab. Contact Tab Accounts/O...
Tue, 8 May, 2018 at 11:07 AM
Contact Records
This article explores Contact Records and the standard data that is captured on each record. Contact Detail After accessing a Contact Record from the C...
Tue, 8 May, 2018 at 11:10 AM
Creating a new contact
This article explores the process of creating a new Contact Record in Salesforce New Contact Button To create a new Contact, go to the Contacts Tab ...
Tue, 8 May, 2018 at 11:15 AM
Editing a Contact Record
This article shows you the process for editing an existing Contact record in Salesforce. Using Search to Find & Edit To update a Contact record, se...
Tue, 8 May, 2018 at 11:18 AM
Contact Views
This article explores the process for creating and editing Contact views. Views are created via the Contacts Tab to provide a more meaningful view depending...
Tue, 8 May, 2018 at 11:20 AM
Contact Duplicate Rules
This article explores the Contact Duplicate Rules which can be configured and activated in your Salesforce environment. Typically Contact Duplicate Rules w...
Tue, 8 May, 2018 at 11:22 AM
Contacts with no Account/Ogranisation
This article explores Contacts that have no Account/Organisation. In this case the Contact should be associated to a generic Account/Organisation to help fa...
Tue, 8 May, 2018 at 11:24 AM
Contact Profiles
This article explores Contact Profile Records and how they're used in the system to categorise the different types of people that your organisation eng...
Tue, 8 May, 2018 at 11:31 AM