Quick Start Guide

Welcome to Salesforce Essentials! Choose your path and get started with setting up these five key features.

3. Managing my Contacts

Cultivate strong relationships with your contacts by setting up these five features.

a. Customize data for your contacts

Capture all of the information you need to personalize your outreach with customers through custom contact fields.

STEP 1

Click on the “Contacts” tab from your navigation bar and then click on any Contact record. From the upper right-hand corner of your screen, click on the gear to open a dropdown menu then click on “Edit Object”.

STEP 2

Click on “Fields & Relationships” and then click the New button to create a new field.

STEP 3

Select a field type that corresponds to the kind of data you will enter into that field. Customize the new field by assigning a label and filling out other required information (this will differ depending on the field type). Click the “Next” button to progress through each screen. It is recommended to leave the settings as-is for the next screens (“Establish field-level security” and “Add to page layouts”). Click the “Save” button to exit.

Setup Tutorial: Creating Custom Fields

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Resolve customer issues

This chapter will cover the key steps for setting up customer service features to keep your customers happy.

Learn how to:

  • Transform emails and social media posts to cases.
  • Automate common processes.
  • Document and display articles with a help center.

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