- Click the Accounts tab.
- Click the Get Cloudy account.
- Scroll down to find the Contacts related list, and click New to create a contact.
- Add all the information you have about the contact. You’re required to add at least the contact’s last name and to select the name of the account where the contact …
- Click Save.
Table of Contents
What is a primary designated contact in Salesforce?
Primary Designated Contacts (Primary DCs) can create, view, deactivate, and edit the permissions of other DCs in their organization. Salesforce assigns your first Primary Designated Contact. The Primary DC can set up additional Designated Contacts. Who should be a Designated Contact for my organization?
How do I contact Salesforce customer support?
You can contact Salesforce Customer Support via the methods available to you through your Success Plan using the channels and availability noted below. For full steps and details to create and manage Support Cases online through Salesforce Help, see our “ Submit or update a Case with Salesforce Support ” article.
How do I add a contact as a DC or primary?
Adding a contact as a DC – Click Add New and enter email or first name / last name to search Make a contact a Primary DC – Click > to the left of the contact name and check “Manage Designated Contacts” (this enables the Designated Contact to manage others and assign Administration access)
How do I update my primary DC in Salesforce?
The first Primary DC is set up by Salesforce. If no Primary DC has been set up, or you need to update your Primary DC, please reach out to your Account Executive. Alternatively, you can submit a Case to Salesforce Support (users with the System Administrator profile can make this request).
