Written tutorial · output #2

Salesforce: Create Contact

Generated automatically from the same recording as the video and the interactive demo — 7 steps, written and illustrated with no manual editing.

1
Sign in to Salesforce

Navigate to the Salesforce login page, enter your username and password, then click the “Login” button to sign in.

Sign in to Salesforce
2
Open the Contacts section

Click the App Launcher (nine-dot grid icon) in the top navigation bar, then search for and select “Contacts” to navigate to the Contacts section.

Open the Contacts section
3
Start a new contact

On the Contacts page, click the “New” button to open the New Contact form.

Start a new contact
4
Fill in contact details

Enter “Alex” as the first name, “Rivera” as the last name, associate the contact with the “TechDesk Services” account, and enter a mobile number and email address (alex.rivera@techservices.com).

Fill in contact details
5
Save the contact

Click “Save” to create the new contact and confirm it is associated with the TechDesk Services account.

Save the contact
6
Log a call

On Alex Rivera’s contact page, click the “Log a Call” button, enter “New Business Opportunity” as the subject, add your call notes in the comment field, then click “Save” to log the call.

Log a call
7
Verify and sign out

Scroll down on the contact page to verify the logged call appears in the activity history, then click the account menu dropdown in the top-right corner and select “Log Out” to sign out of Salesforce.

Verify and sign out