Written tutorial · output #2

Salesforce Create Contact Tutorial

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

June 14, 2026 · 7 steps · Google Chrome

1

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

Step 1 screenshot
2

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.

Step 2 screenshot
3

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

Step 3 screenshot
4

Fill in the new contact's 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).

Step 4 screenshot
5

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

Step 5 screenshot
6

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.

Step 6 screenshot
7

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.

Step 7 screenshot