How to add a new contact record in Salesforce and add a relationship

Kelly Irwin Updated by Kelly Irwin

This article will explain how to add a new contact to an account in Salesforce and add a relationship role to the account. You'll also learn how to update a relationship and direct account association for a contact.

  1. Navigate to the account page and click on the contacts tab. Click the new contact button.

  1. A new contact record will open. Fill in as many fields as possible, including a first name, last name, title, and email address at minimum. It is also helpful to include a pronunciation guide for names that you know have a different pronunciation. Click Save.

  1. Now you'll want to update the relationship for your contact. Click on the carrot beside the account the contact is related to.

  1. When the window opens, click on the role you want to give the contact and click the arrow to move the role to the chosen column. You can select more than one relationship role for a contact. Once you have moved all the appropriate roles to the chosen column, click save.

  1. A contact can be related to more than one account, but can only be a direct contact for one account. For example, a district contact would be a direct contact of the district, but can be a related contact for one or more of the schools in the district.

  1. You can remove an account role on the contact record by clicking the carrot next to the campus and selecting "remove relationship." You can also choose "edit relationship" to update the role.
  2. To change the direct account association for a contact, you'll need to scroll down to the "related" section on the contact record. Click on the pencil icon next to the account name. Search and select your new account name and then click save.

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