About External Contacts


External Contacts is a comprehensive repository of data about your external organizations and contacts. You can see a streamlined view of all contact and organization data. You can also start a call, send an email, or visit a contact’s website directly from a contact’s record. And with custom fields you can personalize your contacts and organizations.

Learn about External Contacts

Learn how you can take advantage of and expand your repository of customer data. Familiarize yourself with key terminology.


Interact with your contacts

During an interaction, an agent can review a contact’s interaction history to provide better customer service.

Business users and agents can call or transfer calls to external contacts.


Manage your contacts


Manage notes for a contact 


Manage your organizations


Manage relationships for an organization

Relationships capture the personal connections between members of your company and people at an external organization.


Manage notes for an organization


Customize contacts and organizations with custom fields

Custom fields for external organizations and contacts gives you the ability to create the fields to help you provide a personalized experience.


Sync your Salesforce data 


Perform a bulk import of contacts and organizations from a CSV file