Understanding contacts
Contacts are the people connected to Salesforce accounts. These can be customers, partners, vendors, or any other contacts related to the accounts you want to keep track of in your system.
Business use case
You are a sales rep for XYZ Widgets. We created an account for GenePoint in the previous section. You now have to create a contact record for the person you will be directly interacting with from GenePoint.
Creating a contact
In this section, we will focus on contacts as customers or potential customers. There are two ways of creating contacts:
- By converting a lead
- By navigating to a specific account and creating a contact related to that account
We covered creating a contact by converting a lead in Chapter 3, Creating and Managing Leads. Let’s now see how to create a contact by navigating to an account and creating one. The following screenshot shows the main navigation page in your development org, which...
