convert private contact in salesforce to public

CONVERT PRIVATE CONTACT IN SALESFORCE TO PUBLIC HOW TO

Record types allow you to offer different organizational processes, picklist values, and page layouts to different users.

CONVERT PRIVATE CONTACT IN SALESFORCE TO PUBLIC HOW TO

Check out “ Adding Badges to Contact Records“ to learn how to implement badges. If you want your end users to be able to quickly see a Contact’s status without using the roll-up summary fields, you can create “badges” for Contact categories that appear on your Contact records using formula fields. Your most important categories should be front and center on your Contact record. You can use those fields to create custom list views, filter reports, and do everything else you might need. If your contact record has roll-up summary fields such as Total Giving Amount or Total Volunteer Hours, you do not need to add a custom Donor or Volunteer field on the record. Examples could include classifying a contact as a “vendor” or tracking demographic information such as ethnicity, gender, and/or country of origin.Ĭustom fields on the Contact object should not include information that you collect over time or multiple times during your engagement with the Contact such as the change in their annual household income, donation amounts, or volunteer hours. Custom fields are best used when the information is static and tracking change over time might not be necessary. While you can create up to 500 custom fields on an object, don’t fall into the trap of creating custom fields just because you can. Custom FieldsĬustom fields allow you to tailor your database to your unique business needs. Here are 5 ways of categorizing or grouping contacts in Salesforce: 1. Contacts can be both a donor and volunteer for instance.

Of course a contact can be part of multiple categories at once. For example you might categorize a contact based on their role (Board Member, vendor, staff) or interest in your organization (volunteer, advocate, etc.). Other categories might be determined manually. For example, a contact who makes a donation becomes a “donor” or a contact who has submitted an application becomes a “client.” Some Contacts can be assigned to a category because of their activities (donations, applications submitted, cases logged, etc).

You should sit down with the appropriate people at your organization and determine what categories would be useful for people to be able to use in list views, reporting, and campaigns (email, direct mail, etc.). Others might be based on your specific mission: parents, members, grantees, mentors, active clients, program alumni, etc.

Some common roles include: donor, volunteer, board members, and staff. Define your CategoriesĮach organization will have to determine what roles you want to note on your Contact records.

This article walks you through some of the most basic and popular methods. It’s a simple concept, but there are a lot of ways to go about “categorizing” your Contacts in Salesforce. If you want to quickly and easily be able to see which people in your database are volunteers, clients, or major donors, for instance, you have to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting. Most organizations have a need to group Contacts together based on common interests, activities, or role. This article was authored by Power of Us HUB community members Pierre Kaluzny, CEO/Founder at Sputnik Moment and Tal Frankfurt, CEO/Founder at Cloud for Good.

Convert private contact in salesforce to public