To edit a Contact in Salesforce:
- 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.
- 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.
- Refer to the fields walk-through for detailed information about all fields.
- 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.