Creating a Contact

Prerequisite

Based on user roles, the administrator has assigned Read and Create permissions on the Contact object. For more information, see Managing Roles and Permissions.

To create a new contact

1. Click the App Launcher icon ().
2. Select Contacts from Shared Apps.
3. On the My Contacts tab, click New Contact.

4. Enter the following fields in the Contact Information section.

   

   Fields marked with * are mandatory.

   Field	Description
   Salutation *	Select the salutation or title from the drop-down menu
   First Name *	Enter the first name
   Last Name *	Enter the last name
   Account Name *	Enter the account name
   Email *	Enter the email address
   Phone	Enter the phone number
   Title	Enter the title

5. Enter the following fields in the Additional Information section.

   Field	Description
   Description	Enter the description
   Fax	Enter the fax number
   Department	Enter the department name the contact person belongs to
   Home Phone	Enter the home phone number
   Lead Source	Select the source of lead from the drop-down menu

6. Enter the following fields in the Address Information section.

   Field	Description
   Mailing Address	Enter the contact's mailing address
   Mailing Street	Enter the contact's mailing street name
   Mailing City	Enter the contact's mailing city
   Mailing Province/State	Enter the contact's mailing province or state
   Mailing Postal Code	Enter the contact's mailing postal code
   Mailing Country	Enter the contact's mailing country
   Other Address	Enter the contact's alternate address
   Other Street	Enter the contact's alternate street name
   Other City	Enter the contact's alternate city
   Other State	Enter the contact's alternate province or state
   Other Postal Code	Enter the contact's alternate postal code
   Other Country	Enter the contact's alternate country

7. Click Save. A new contact is created.