- How do I mark a primary contact in Salesforce?
- How do I make a primary contact in Salesforce lightning?
- What is primary contact in Salesforce?
How do I mark a primary contact in Salesforce?
Navigate to the Household Account whose Primary Contact you want to change. Click Edit. In the Primary Contact field, click the X next to the Primary Contact name, then select the name of the Contact you wish to make Primary. Click Save.
How do I make a primary contact in Salesforce lightning?
Select an existing contact or create a new one. When selected, identifies the person as the primary contact for the record. The Primary option isn't available for cases. Instead, the contact listed in the Contact Name field on the case record is automatically the primary contact.
What is primary contact in Salesforce?
Primary. When selected, identifies the person as the primary contact for the record. The Primary option isn't available for cases. Instead, the contact listed in the Contact Name field on the case record is automatically the primary contact.