Edit a Contact

To edit a Contact in Salesforce:

  1. Find the desired Contact in one of the following ways:
    • Search for the person in the Search bar at the top of every screen.
    • Open any listview from the home page or Contacts tab and click on any blue link that is a person's name.
    • Open any report from the home page and click on any blue link that is a person's name.
  2. The Contact will open in View mode.  To Edit, either:
    • Click the Edit button at upper right.  This will allow editing in a pop-out window.
    • Click the pencil icon next to any field.  This will allow in-place editing in the full screen.  Note that the pencil icon will not necessarily center the desired field on the page and some scrolling may be necessary.
  3. Refer to the fields walk-through for detailed information about all fields.
  4. Click Save to complete the editing process.

 

If you have difficulty accessing the information contained in this document or any document in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.

Was this helpful?
0 reviews

Details

Article ID: 6055
Created
Wed 8/30/23 11:21 AM
Modified
Wed 8/30/23 11:22 AM