Free Salesforce Admin Tutorial >

Chapter 11 - Sales Cloud >

Contacts in Salesforce

Contacts in Salesforce

What You’ll Learn


S2 Labs

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.

Download Study Material

Get access to exclusive study material for Salesforce Certification and ace your exams!

Download Now

Our Salesforce Certification Courses

Hey there! Glad you made it through our Salesforce Developer Training for beginners . But wait! We've got some high-in-demand Salesforce courses for you to take your Salesforce skills to the next level, making you a desired professional in the Salesforce job market.

Post a Comment

Your email address will not be published. Required fields are marked *