Creating a New Contact [1]
IMPORTANT The following wiki is not intended for eComm users. eComm users should follow a different process outlined here (expand the 'New Contacts' section) [3].
When you need to add a lead or contact to the Integrated Online Services (org), you can do so in a few quick and easy steps.
1. Start on the Contacts tab in Salesforce. You'll notice a page component titled "New." The information you'll be need to provide before proceeding is included below. Click Next when finished.
- First Name and Last Name
- Mobile Phone
- Email Address (Required)
- Program of Interest (Required)
- Specialization (if applicable)
- Lead Source (see valid values HERE [4])
- Source Channel (see valid values HERE [4])
- Pronouns
2. After clicking Save, a new Salesforce contact will be created based on the information you entered. Salesforce will load, showing you the new contact. If you have multiple contacts, you can click 'Save & New' to be presented with a fresh contact creation form.
Display Title:
Creating a New Contact
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