Salesforce - User vs. Contact
- Elizabeth Aste (Unlicensed)
Analytics
In Salesforce, there are different type of records that represent an individual. One important distinction is the User record vs. a Contact record.
Type | Icon | Purpose |
|---|---|---|
Contact |  | Represents how an individual interacts with our organization, unrelated to employment. |
User |  | Provides access to staff members to log into the system. |
Understanding this difference is especially important when trying to collaborate with other staff members in the system.
Assign a Task
If you need to assign a Task to another staff member to follow up with a student:
Navigate to the Activity tab > New Task
Under ‘Name’ select the student the Task applies to
Under ‘Assigned To’ select the staff member that needs to complete the Task
Assigned To
Search active Users in Salesforce
If you cannot find the User you’re looking for, they do not access to Salesforce or are inactivated
CC Others in Email
If you need to CC another staff member on an email sent from Salesforce:
Navigate to Activity tab > Email
Select Cc
Start typing the name of the staff member you would like to copy on the email
You will see 2 records: one for Contact record (purple) and one for the User staff record (blue). Select the one with the Blue person icon