Want to know how to manage contacts in CRM effectively? Using Salesforce as an example, I show simple steps for contact management in CRM. My name is Anna, and I’m a 3x certified QA engineer at ENWAY. We help businesses overcome challenges using Salesforce.
Salesforce Contact Object Explained
In Salesforce, a Contact object is where you store information about particular individuals you interact with. Each contact record typically includes details such as a name, company name, email, phone number, and more.
So, basically, Contacts is your address book within the Salesforce system. Person Accounts are typically used in B2C cases, while Contacts are used in B2B cases. Learn more about Accounts in our article.
So, how to manage Contacts in Salesforce? Explore this video to learn more about the process:
Final Thoughts
I hope my video helped you to understand contact management in Salesforce CRM better. Stay connected for more amazing Salesforce content! If you need some Salesforce customization, we are here to help.
