- In the Related Contact tile of the Household tab, click + Add Contact.
- In Lightning Experience, click + New Contact in the Related Contact picklist. …
- Select the Person Account record type. …
- Click Next.
- Enter the contact’s last name.
- Enter the contact information that your company uses to manage contacts.
Table of Contents
How do I style a form in Salesforce Lightning?
For form styling, you get the Salesforce Lightning Design System (SLDS) styling. You can also use SLDS utility classes to customize the layout of your form. Let’s say we want a form that collects a contact’s name, email address, and comments.
How do I collect user input in Lightning?
Most user input can be collected by using lightning:input. Here’s a list of form controls for option selection and their corresponding base components. Here’s a list of form controls for entering an input value and their corresponding base components.
How do I create a form to work with Salesforce data?
If you’re creating a form to work with Salesforce data, use the lightning:recordForm, lightning:recordEditForm, lightning:recordViewForm, or force:recordData base components as they are built on Lightning Data Service.
How do I create a contact for a claimant?
Enter the social security number in the “Description” field to keep it handy. To create a Contact click inside the “Search Contacts…” box and select “+ New Contact” Here you can enter basic Claimant information, remember this is for your use only, you do not need to be detailed, simply enter the Claimants first and last name.
How do I create a user contact in Salesforce?
Click the Accounts tab and again click the account’s name. In Contacts, click New Contact. Fill in the following information: First Name: Jim , Last Name: Parker . Click Save.
How do I add a contact to an existing account in Salesforce?
To do this, simply locate the Account, scroll down to the new Related Contacts listing and click on the “Add Relationship” button. On the next screen, select the Contact you wish to associate with this Account and their Role, and then click on Save.
What is the difference between related contacts and contacts in Salesforce?
Hi Bhavi, Contacts are the standard relationship for People who are under that Account. The ‘Related Contacts’ lists is a result of activating Contacts to Multiple Accounts. This feature is used when contacts work at different companies and removes the need for duplicates.
How do I create a Contact object in Salesforce?
0:151:44Add a New Contact in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first thing you will want to do after you’ve logged into Salesforce is click on the Contacts tabMoreThe first thing you will want to do after you’ve logged into Salesforce is click on the Contacts tab to go to your contacts list and then you can create a new contact by going to your contacts list.
Example
The Aura Components Basics Trailhead module walks you through building a form for creating an expense record.
Implement a Basic Form
Before proceeding, we recommend that you have working knowledge of web forms, as the rest of the topic builds on that concept.
