Salesforce Contact Management: Best Practices for Statuses, Merging and Moving Contacts

We have spent a lot of time working with companies using Salesforce and we understand the issues you run into when managing contacts. This video will cover our recommendations for effectively managing your people data in Salesforce in a B2B environment.
We will review the following:
- How to manage the status of your contacts
- How to identify multiple primary contacts for a company
- How to update your contacts when they change companies
- How to use Department and Management Level to make email list pulls easier
- How to merge duplicates in Classic
- How to merge duplicates in Lightning
- How to Create a Custom Button to Open Record in Classic
Link to Article on Blu Ninjas with Visualforce Page Code and Custom Button URL: bluninjas.com/how-tos/contact...
Salesforce Resources:
Manage Contacts: help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:34 Manage Contact Status & Inactive Reason
1:42 Identify Multiple Primary Contacts per Company
2:44 Manage Contacts who leave a company
4:26 Contact Department and Management Level
7:32 How to Add Potential Duplicates Component
8:21 How to Merge Contacts from Lightning
9:15 How to Merge Contacts in Classic if Duplicate Rules are not triggered
11:02 Create Custom Button to Open Contact in Classic
14:41 Wrap-up
Music:
Song: Your Natural Habitat
By: Ealot on Epidemic Sound
Music:
Song: Seclusions
By: Ealot on Epidemic Sound
Music:
Song: Sultry Sun
By: Ealot on Epidemic Sound
Music:
Song: Finding Balance
By: Ealot on Epidemic Sound
Music:
Song: Sheltered Waters
By: Ealot on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: / fernandescheryl
Blu Ninjas on LinkedIn: / blu-ninjas
Blu Ninjas How To's: bluninjas.com/how-tos/
#salesforce #salesforceeinstein #salesforcelearning #salesforceadmin #salesforcetrailhead #contactmanagement #b2b

[@kazar54]

Thanks Cheryl! We were just talking about contacts changing ‘companies’ in our office! Can you extend that and how making those department and level fields would help when creating a list and using the mass emailer in SF?

[@BluTigerAcademy]

@kazar54 You are welcome, as you can tell this video was based on questions from you! I will add those items to the list for a future video. Thank you for the ideas!

[@kazar54]

@@BluTigerAcademy Thanks Cheryl, great timing with the release 👍