---
schema_version: "1"
id: e8c1f83f27eee76ddf6e09834fe8e7cc3ba68ee13831d592082ecbd9b03cd55b
title: Set Up Contacts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_core_setup_contacts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_core_setup_contacts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b53a4ea8f05039cbe94bae3259c653f50a8eab32a0584013a061ec1b699b5594
description: Contacts are great, but when you add basic contact features such as sharing rules and hierarchies they're even better.
products:
  - Sales Cloud
release: "264"
---
# Set Up Contacts

Contacts are great, but when you add basic contact features such as sharing rules and hierarchies they're even better.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

- **[Turn On Contact Intelligence View](https://help.salesforce.com/s/articleView?id=sales.contacts_intelligence_view_setup.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.contacts_selfservice.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.contacts_hierarchy.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.contacts_private.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.contacts_autocreation_setup.htm&release=264.0.0&type=5)**  
    Turn on Automatic Contact Creation and specify criteria for when contacts are created.