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Considerations for Creating Contacts
Before you create contacts, consider a few key points.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: all editions |
- You can create a contact from these places in Salesforce.
- Create a contact on an account’s detail page.
- Import a contact from a mobile device using the Salesforce app or using a CSV file.
- Create a contact from the Contacts area and associate an account to it. If you don’t, the contact is private. Private contacts are accessible only to their owner, Salesforce admins, or anyone who has the View All Records and Modify All Records permissions.
- Create a contact from the Contact Suggestions area on the Seller Home page.
- Create a contact from the buyer relationship map for an account.
- Create a contact automatically from email and calendar activity by using Automatic Contact Creation.
- Create a contact from the Potential Connections section of the Email Message home page.
- To create a contact that’s automatically associated with an account, create the contact from the account’s detail page.
- To track a contact’s relationship with more than one account, use the Related Accounts related list to add additional account-contact relationships. By tracking all related accounts on a single contact record, you avoid creating duplicate contacts. Make sure your admin has set up Contacts to Multiple Accounts.
- If your Salesforce org uses record types, you’re sometimes prompted to choose a Record Type when creating a contact. Different record types can have different fields and picklist values.
- If your Salesforce org uses divisions, the division of a new contact is automatically set to the division of the related account.
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