Quick summary
This demo walks you through creating a new contact in Salesforce step by step, from navigating the Contacts module to saving the completed record. It covers both the New button and the first-time Add a Contact option so any user can get started quickly.
Steps
- Select 'Contacts' on the left-side panel of your dashboard.
- Click 'New' at the top-right of the Contact page.
- Or click 'Add a Contact' if this is your first contact to add.
- Fill in all required information, then click 'Save' to create the contact.
