Contacts are great, but when you add basic contact features such as sharing rules and hierarchies they're even better.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
- Turn On Contact Intelligence View
To let your users view contact activities, take action, and update records, all in one place, turn on the Contact Intelligence View. - Enable Self-Service for Contacts and Person Accounts
To provide access to your Self-Service portal, enable Self-Service for a customer’s contact or person account record. A Self-Service user can view cases in the Self-Service portal only if they’re associated with the user’s account record. - Display Contact Hierarchies
Give your sales team a key tool for planning their sales strategy by showing contacts in a hierarchy or org chart. - Allow Users to Create Private Contacts
Private contacts are contacts that aren’t associated with an account. To give your users the ability to create private contacts, adjust your contact page layouts so the Account Name field isn’t required. - Set Up Automatic Contact Creation
Turn on Automatic Contact Creation and specify criteria for when contacts are created.