How to Add Engagement Contacts

Summary

How to add a contact to a College Engagement: open the engagement from the College Engagements tab, then create a new College Engagement Contact record naming the contact and their related account.

Body

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.

Details

Details

Article ID: 9271
Created
Mon 9/14/26 12:25 PM
Modified
Mon 9/14/26 12:52 PM

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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.