How to Create a Contact

Contact information is shared information and a shared responsibility. Every Academy employee is expected to update contact information as they come across updated member information.

Step-by-step guide on how to create contacts:

TABLE OF CONTENTS

Step 1: Navigate to the contacts section on Salesforce

In the top left navigation bar, click on the drop down menu.
Type 'contact' in the search bar
select the contact object (Fig. 1)

Step 2: Click on the New button to create a new contact record

Once you get to the contact page, click on the new button in the upper right hand of the screen. (Fig. 2)

Step 3: Fill in the the contact fields and click save

At minimum, you have to fill in the required fields to save. The required fields are notated with red asterisks.
The required fields are:
- Last Name
- Account Name - if you cannot find the account, you should create the account first, then come back to create the contact.
- Contact Type
It is highly encouraged that you fill out as many contact fields as possible when creating a contact.