Classic - Contacts

Contacts Tab
This article explores the Contacts Tab and provides some guidance on how to navigate to the various functions within the tab. Accounts/Organisations...
Fri, 18 May, 2018 at 3:23 PM
Contact Records
This article explores Contact Records and the standard data that is captured on each record. Contact Detail After accessing a Contact Reco...
Fri, 18 May, 2018 at 3:31 PM
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 ...
Fri, 18 May, 2018 at 3:35 PM
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 rec...
Fri, 18 May, 2018 at 3:54 PM
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 for you d...
Fri, 18 May, 2018 at 3:56 PM
Merging Contacts
This article explores the process for merging Contacts. The typical scenario for merging Contacts is when duplicates are found. Merge Contacts Butto...
Fri, 18 May, 2018 at 3:59 PM
Contact Duplicate Rules
This article explores the Contact Duplicate Rules which can be configured and activated in your Salesforce environment. Typically Contact Duplicate Rules ...
Fri, 18 May, 2018 at 4:03 PM
Contacts with no Account/Organisation
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...
Fri, 18 May, 2018 at 4:06 PM