Contact record

How can we see an individual record in CRM?

A Contact in the CRM is a constituent, or individual person, that interacts with your organization. Contacts can be donors, volunteers, clients, or any other type of individual that you track in Salesforce.

Contacts are related to Accounts in Salesforce, but there are some key differences. An Account is a household or organization, while a Contact is an individual person.

A Contact can have multiple Affiliations with Accounts but only one primary Affiliation. This primary Affiliation is typically the Account the Contact is most associated with, such as their employer or household.

Contacts are important because they allow you to track and manage all of your constituent data in one place. You can use Contacts to track things like:

  • Contact information, such as name, address, phone number, and email address

  • Donation History

  • Volunteer activity

  • Client interactions

  • Communication preferences

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