3 Things You Can Do with Contacts on Salesforce - dummies

3 Things You Can Do with Contacts on Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

If you’re a sales rep, you can use Salesforce to manage your leads, accounts, contacts, and opportunities. Spend less time doing administrative work and more time focused on making money. Here are three things you can do with contacts in Salesforce.

Research contacts on social networks

Visiting a company’s website may tell you about its location and phone number, but it won’t help you figure out which sports team to mention when calling a customer. For detailed insight on a person’s likes and dislikes, you have to turn to social networks.

Before dialing that prospect’s phone number, you can look up the person online to see a picture and find out more about him or her. Sure, it’s a little creepy, but it definitely helps you avoid saying the wrong thing.

With Social Contacts, Salesforce lets you link to your existing social network accounts and then search and select the right profiles for your contacts from right inside Salesforce. The best part is, from then on, every time you visit that contact, his picture will appear in the upper-left corner of the page with links to his social network profiles.

Update contact fields

While you work with your contacts, you might need to modify contact information. To update a contact, follow these steps:

  1. Type the name of your contact in the Global Search field at the top of any Salesforce page and click Search.

    A Search Results page appears.

  2. Click the desired Contact Name link.

    The Contact detail page appears.

  3. Like with any record, double-click any field that has a pencil icon to its right to edit that field.

    If a field doesn’t have an icon at the right of the field, click the Edit button at the top of the record to make changes. A padlock icon means that you can’t edit that field.

  4. Update the fields as necessary and then click Save.

    The Contact detail page reappears.

Clone an existing contact

If you want to add a contact that’s similar to an existing record, cloning can save you keystrokes and time. To clone a contact, go to the existing contact and follow these steps:

  1. Click the Clone button at the top or bottom of the contact record.

    A new contact record in Edit mode appears. All the information is identical to the previous record.

  2. Edit the information on the new contact record, where appropriate.

    Pay attention to what’s prefilled because you want to avoid inaccurate information on the new contact record.

  3. When you’re done, click Save.

    You created a new contact without altering your existing contact.