On the Contact Record, you can use the “Add a Contact to Directory” feature. This will allow you to swiftly add the contact to a directory with minimal effort. Follow the steps below:
1
Access the contact record
Access the contact record you want to add to a directory by using the search at the top of the Salesforce app:
Search for the person by name. When their name appears, click on their name:
Then you will be taken to their contact record.
2
Access the “Add Contact to Directory” feature
On the contact record, find the action bar in the upper right area of the screen. Click on the dropdown arrow:
Then click on the “Add Contact to Directory” link
2
Choose the directory information
On the screen you’ll be asked to:
- choose directory
- choose division
- update contact (if applicable)
- choose title
- choose key official (if applicable)
Once you have made the desired changes, click the NEXT button.
A confirmation will be created and you can select if you want to “”add Category”.
Lastly a final confirmation will be created. You should then see a success message, and you can click “Finish” to close.