How to Add Engagement Contacts

Step-by-step guide:

  1. Choose an engagement by clicking a record under the College Engagements tab in the navigation bar or by searching for it in the search bar. Under the Details tab, next to College Engagement Contacts, click New.


  2. Enter the name of the contact in the Contact field. Enter the related company in the Account field. Enter the necessary information in the remaining corresponding fields. Click Save.
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General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.