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Salesforce Contact Auto-Populated with Account Billing Address and Phone Data

Fecha de publicación: Jun 21, 2026
Descripción

When you create a new Contact record directly from within an Account record in Salesforce, certain fields from the Account are automatically populated on the Contact. These include the billing address (copied to mailing address), the Account name, and the phone and fax numbers. This article explains which fields transfer and notes behavior in Account and Contact reports.

Solución

To create a new Contact from an Account


             1. Choose a specific Account and click into the Account detail screen.
             2. Go to the Contact section of the Account detail screen.
             3. Click New to create a new linked Contact record.


The following information will automatically transfer over to the new Contact record:


             1. The billing address on the Account record to the mailing address in the new Contact record.
             2. The Account name on the Account record to the Account field in the new Contact record.
             3. The phone and fax fields from the Account record to the phone and fax fields in the new Contact record.

Behavior in Reports

Note: You will see the same behavior when running a report of Accounts & Contacts, if the Contacts do not have a Mailing Address or Phone/Fax, this information will also be auto populated while seeing the report. A custom Report Type for only Contacts will not show this behavior. If you click on a Contact record, the Mailing Address and Phone/Fax fields will still be blank. 

Recursos adicionales

Create a Contact

Número del artículo de conocimiento

000385405

 
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Salesforce Help | Article