How to edit contact under account in Salesforce
0 likes38 views
This document provides a step-by-step guide on how to edit a contact under the account header in Salesforce. The steps include accessing the app launcher, navigating to accounts, selecting the desired account, editing the contact, and saving the changes. It is a straightforward instructional resource for users looking to manage contacts in Salesforce.
1 of 11
Download to read offline
How to edit contact under account in Salesforce
- 1. How to edit contact under Account in Salesforce myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to edit contact under Account header in Salesforce Page 02
- 3. Step: 02 Click "App Launcher" Page 03
- 5. Step: 04 Click on "Accounts" Page 05
- 6. Step: 05 Select Account in which you wish to edit contact from the below list Page 06
- 7. Step: 06 Click this icon next to contact to show more options Page 07
- 8. Step: 07 Click on "Edit" Page 08
- 9. Step: 08 Edit as per required Page 09
- 10. Step: 09 Click Save Page 10