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Contacts in Salesforce

Contacts in Salesforce

What You’ll Learn


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What Is Salesforce Contacts?

Contacts in Salesforce store an individual’s demographic information, such as phone numbers and email addresses, and are linked to accounts. If a contact is not linked to an account then it is a “private” contact and only viewable by the contact owner or Salesforce administrator.

One Contact = One Person

What Is The Important Fields In Contacts Object?

1. Lead Source

  • The Source of Lead: for Example, Advertisement, Partner, or Web. 
  • The entry is selected from a picklist of available values, which the administrator sets.

2. Reports To

  • The name of the contact’s manager to which this particular contact will report.

3. Account Name

  • The account to which the contact is related.

4. Last Name

  • It is a required field. It is the last name of the contact.

What Are The Objects Related Lists To Contacts Object?

1. Campaign History

  • Campaign and Contact are related through junction objects i.e. campaign members.
  • It describes in which campaign this particular contact has been added as a member and also it’s status for that campaign.

2. Contact Role 

  • Contact Roles define the role that a contact or person account plays in an account, case, contract, or opportunity.
  • When contact roles are defined, our sales team has more information for determining who to contact and when.
  • Contact Role fields are as follows:
    1. Contact: Name of the contact or person account. Select an existing account or create a new one.
    2. Primary: When selected, identifies the person as the primary contact for the record.
  • The Primary option isn’t available for cases. Instead, the contact listed in the Contact Name field on the case record is automatically the primary contact.
  • Role – The role of the contact for the record. Your administrator can customize the selections for this picklist.

Optionally, designate a primary contact for the record.

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