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Change the Salesforce Primary Contact of Your Company

Дата публикации: Mar 14, 2025
Описание

A walk-through of how to change a company's primary contact in Salesforce.

Решение

Change the primary contact for your company using the instructions provided below

  1. From Setup, enter Company Information in the Quick Find box, then select Company Information.
  2. Fill in the Primary Contact field by clicking the Lookup icon beside it
  3. Click Save.


Note: Primary contact does not have to be an active user within the org. The field is optional and you can enter a name or look up an existing internal users.  For more information on the Company Information page, see Manage Information About Your Company.

Дополнительные ресурсы

Create and Manage Designated Contacts on Salesforce Help

Номер статьи базы знаний

000385176

 
Загрузка
Salesforce Help | Article