You probably have data fields in your Salesforce.com Account records (like Annual Revenues, Number of Employees, Industry Vertical, etc.) that you’d like to be able to have in Contact records too.
Perhaps you want that information more visible to sales reps, and perhaps you need to be able to be map and sync fields at the individual Contact level with other connected tools like a marketing automation system or email deployment tool.
You would think this task would be easy and obvious to accomplish in Salesforce.com. That’s only half true, which is probably why you’ve ended up reading this post. The good news is that it IS easy. Sadly, it’s not so obvious.
Here are the easy, step-by-step instructions (Administrator account access is required):
- Go into Setup > App Setup > Customize > Contacts > Fields, and create a new custom field.
- In Wizard Step 1, create a new custom Contact field with Data Type: Formula.
- In Wizard Step 2, enter a field label, then select the data format (text for Industry, currency for Annual Revenue, etc.).
- In Wizard Step 3, click the “Advanced Formula” tab
- click “Insert Field” button
- choose Contact > Account > whichever Account field you want to map your Contact field to (i.e. Annual Revenue)
- click “Insert” button
- set Blank Field Handling to “Treat blank fields as blanks”
- In Wizard Step 4, choose the page layout you want the custom Contact field to be added to, and click “Save”
Then, to get this data synced into another tool, you’ll just have to map this custom field to a custom field in the other system.