Create contacts for sales agents in Salesforce

After you have created a company account in Salesforce, you create contact record(s) and associate them to that Salesforce company account.

Prerequisite

Create owner company account in Salesforce

To create contacts for sales agents in Salesforce

1. In Salesforce, click the Contacts tab.
2. Click New.
3. Enter the information in the following mandatory fields:

Field	Description
Account Name	The account name of the company to associate with the contact.
Email	The email address of the user (ensure that it matches the AppDirect user email address).
AppDirect ID	The AppDirect UUID of the user.
Role	The role that matches the role of the user in AppDirect.

4. Click Save.
5. Return to the account that you want to associate with this contact (go to Accounts > name of account).
6. In the First User field, enter the name of this user.
7. Click Save.

What's next?

Assign AppDirect user permission set