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  • Use the global search box at the top of the Salesforce screen to determine if the person you are appointing already has a contact record in Salesforce.

  • Type the persons first name and last name in the Search box at the top of the Salesforce Contact page and press enter.

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  • If you find a match (see search results page below) use additional information, for example, email address or address, to confirm the match. If you have questions or concerns contact Abby Grow.

  • When the match is confirmed click on the name to open the contact record and then skip to Step 2, Create an Appointment.

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