Edit a contact
Before you begin
Make sure you're assigned to a permission group that has Contacts enabled.
Edit and update 1 contact
- Go toSetup, thenAll Contacts.
- Select the contact, then selectEdit.
- Make changes and selectSave.
Edit and update multiple contacts
You can change some general information for multiple contacts at once.
- go toSetup, thenAll Contacts.
- Select multiple contacts in the list, then selectEditin the toolbar.
- SelectNextto change general information for contacts.
- Make changes and select if you need to undo any changes. SelectNextto review them.noteTo change the display name format, you'll need to select contacts of the Individual entity type.
- SelectShow Detailsto see more information or to remove a selection from the list of items you're editing.
- SelectDoneto save your changes, or selectPreviousto go to back to the last step. SelectCancelto undo all changes and go back to the contact setup page.