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:
- Contact: Name of the contact or person account. Select an existing account or create a new one.
- 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.