Creating a Contact for an Account in Salesforce

This article outlines how to create a new Partner contact from an existing account record in Salesforce by using the Related tab and completing required contact details.

Instructions

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Create a Contact for the Account

Now that we have created the account record, let's create the contact that we have for that account.

Step 1:Near the middle of the account record page, click on the 'Related' tab. From there, click 'New' for Contacts (Primary Organization).

 

 

Step 2: You are then going to select 'Partner' record type and click 'Next'.

 

 

Step 3:

From here, you can fill out all of the details that you have for that contact. Some key fields would be the account field, primary business organization, and preferred phone and email. Once you have filled in all of the information that you have, click 'Save'.

 

 

Step 4: You will be taken to the newly created contact record page. You will see the information that you filled out when creating the contact as well as the affiliated account on the right side of the page.

 

 

Outcome

A new Partner contact is successfully created and linked to the account, and the associated contract and opportunity records can be accessed.