How to Enter New Contacts in Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

Because Salesforce contacts belong to accounts, the best, most reliable way to create contact records is by starting from the relevant Account detail page. From the Account detail page, you can then add a contact by using either the Create New drop-down list on the sidebar or the New button on the Contacts related list.

The result is the same in both situations, and Salesforce automatically prefills the Account lookup field. By doing this, you can always find your contact, and your contact’s activities also appear in a list on its Account detail page.

To create contacts by using this best practice, follow these steps:

  1. Search for the account, and then click the appropriate Account Name link on the Search Results page.

    The Account detail page appears.

  2. Click the New button on the Contacts related list.

    The Edit mode of a new contact appears, as shown.

    image0.jpg

  3. Fill in the fields as much as you can or as required.

    The Account field is prefilled with the account you were working from.

  4. When you’re done, click one of the following buttons:

    • Save: After you click the Save button, the Contact detail page appears. On this page, you can click the Edit button whenever you need to modify information on the record.

    • Save & New: Clicking this button saves the current contact record and automatically opens a new, blank contact record in Edit mode.

    A link to the first contact appears in your Recent Items list in the left sidebar.