Salesforce Designated Contact Setup

VIDEO TRANSCRIPT | Recorded: 2024-08-20 | Verify against current system state

Abstract¶

Brief screen recording documenting an issue with Salesforce support portal designated contact configuration. Shows that despite being listed as designated contact with full administrative rights, the user cannot check "manage designated contacts" option, view all cases, or access reports. Recording created to submit to Salesforce support for troubleshooting.

Key Procedures¶

• Navigate to help.salesforce.com > Support Settings
• Verify designated contact status under organization tab
• Attempt to enable "manage designated contacts" checkbox
• Attempt to enable "view all cases and access reports" checkbox
• Take screenshot for support ticket

Notable Statements¶

• 0:00:12 "I can see that it tells me that I am the designated contact."
• 0:00:32 "I have full administrative rights, but then I can't choose manage designated contacts."
• 0:00:44 "I would want both of those checked."
• 0:00:53 "As the primary designated contact, I want to be able to add other designated contacts into the system."

Systems & Configurations¶

Systems Mentioned¶

• Salesforce Help Portal (help.salesforce.com)
• IT Support account

Specific Configurations¶

Credentials/Access Mentioned¶

• IT Support account credentials
• Salesforce designated contact access

Errors & Troubleshooting¶

• Issue: Cannot manage designated contacts despite admin rights
• Cause: Unknown - permission not enabled
• Resolution: Screenshot sent to Salesforce support
• Timestamp: 0:00:38

Transcript Gaps & Quality Notes¶

• Very short recording (~1 minute)
• Created specifically for Salesforce support ticket
• Documents permission issue for troubleshooting
• Only one designated contact visible in system