Create custom Contact properties

Contact properties are details about your Contacts that you store on the Contact Profile page. All users can add or edit the default Contact properties available in SalesforceIQ. In addition, admin users only can create custom Contact properties, as described here.

After an admin creates a custom Contact property, it appears on the Contact Profile page and Contact Gallery and can be added to the Grid on a Contact-based List as a Contact field type.

An admin can create a custom Contact property from the settings or from the Contact Gallery.

Create a Custom Contact Property From the Settings

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Contact Properties.
  3. Click the property type you want to add—Single Select in this example.
  4. Enter the property information and click Add Property.

The property now appears in the list of existing properties, on the Contact Profile page, and in the Contact Gallery.

Any field you add in the Contact Gallery is a custom Contact property. After you add the field, the property appears on the Contact’s Profile page.

  1. Click at the top of the screen, and then select Contacts.
  2. Click the downward-facing arrow to the right of any field header and select Add New Field.
  3. Select the property field type—Single Select in this example.
  4. Enter the property details and click Add Property.
  5. Click Save.

The property now appears in the list of existing properties, on the Contact Profile page, and in the Contact Gallery.

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