Contacts in Salesforce

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.