Use contacts to store information about the people you do business with. Contacts are
most often associated with an account, but can also be associated with other records such as
opportunities. Contacts are even more useful when you enable Contacts to Multiple Accounts, add
hierarchy information, and customize sharing settings.
Required Editions
| Available in: both Salesforce Classic and Lightning
Experience |
| Available in: all editions |
- Manage Contacts
Understand the basics of contact records, including creating and deleting, merging duplicates, and sharing contacts with others.
- Set Up Contacts
Contacts are great, but when you add basic contact features such as sharing rules and hierarchies they're even better.
- Contacts to Multiple Accounts
People often work with more than one company. A business owner might own more than one company or a consultant might work on behalf of multiple organizations. Relate a single contact to multiple accounts so you can easily track the relationships between people and businesses without creating duplicate records.
- Contact Roles
Contact roles specify the part that each contact plays in an account, case, contract, or opportunity. When you use contact roles, your sales team always knows who to contact and when.
- Opportunity Contact Roles
Opportunity contact roles specify the part that each contact plays in a deal. When you use and customize opportunity contact roles, your sales team knows who to contact and when.
- Things to Know About Contacts
Review additional considerations for contacts.
