How to edit an existing Contact

Summary

How to update fields on an existing Contact record, either one field at a time from the Details tab or several at once with the Edit button. Contact Owner and Contact Record Type cannot be changed from the Edit Contact form and must be updated individually. Edit permission varies by person.

Body

You need edit permission to update specific fields. This may vary by individual.

Step-by-step guide

  1. Find the Contact you need to edit by doing a search or clicking on the record from another page.
  2. To change an individual field, click on the Details tab, click on the pencil/icon to the right of the field, enter the updated data, and click Save.
  3. To update multiple fields, click the Edit button, update the appropriate fields, and click Save.



    The "Edit Contact" form can't update the Contact Owner or Contact Record Type. To update these, follow step 2 and update them individually. Alternatively, look for these next to the Edit button:

     
  4. The change is now visible for all other Salesforce users with permissions to view the contact record.

Details

Details

Article ID: 9274
Created
Mon 9/14/26 12:25 PM
Modified
Mon 9/14/26 12:52 PM

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