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Manage Contacts
Understand the basics of contact records, including creating and deleting, merging duplicates, and sharing contacts with others.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: all editions |
- Considerations for Creating Contacts
Before you create contacts, consider a few key points. - Guidelines for Viewing and Managing Contacts
When viewing and managing your contacts, consider a few key points. - Contact Intelligence View
View contact activity and engagement metrics, see insights, take action, and update records all in one place in the Contact Intelligence View. - Considerations for Deleting Contacts
Most contacts can be deleted with one click. However, before you delete a contact, be aware of who can delete contacts and what happens to records that are associated with deleted contacts. - Merge Duplicate Contacts
Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them. - Update Contacts with Third-Party Data
Your Salesforce admin can set up features for comparing your contacts to records from Lightning Data. Depending on the way your admin sets up these features, your contacts are updated when information changes, and you can also review and update contacts manually. - Share Contacts
Share contacts with other users to make it easier to collaborate within your sales team. - Import Contacts from Mobile Device Contact Lists into Salesforce
Sales reps can save time and eliminate typos by using the Salesforce mobile app to import contacts from mobile device contact lists into Salesforce. This feature is available only in Salesforce for Android and Salesforce for iOS. - Automatic Contact Creation
Create contacts automatically from your email and calendar interactions. You can also set thresholds to create or suggest contacts after a certain amount of email or event activity.
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