Salesforce Designated Contact Issue
VIDEO TRANSCRIPT | Recorded: 2024-08-20 | Verify against current system state
Abstract¶
Brief continuation of the designated contact troubleshooting, documenting a name mismatch issue where the designated contact shows as "AMP IT, AMP IT" in one view but "IT support, IT support" in the profile. Recording questions whether these are actually connected to the same object, potentially explaining the permission issues.
Key Procedures¶
- Log in to support portal and navigate to Support Settings
- View designated contact listing on second tab
- Compare displayed name to profile first/last name
- Document name mismatch for support ticket
Notable Statements¶
- 0:00:18 "I see a single designated contact which is myself. This is AMP IT, AMP IT."
- 0:00:32 "Full administrative rights managed, designated contacts is disabled. I can't check it to enable it."
- 0:01:14 "The first name and last name is IT support. Here, it's listed as IT support, IT support."
- 0:01:24 "So is it somehow not connected to the same object?"
Systems & Configurations¶
Systems Mentioned¶
- Salesforce Help Portal (help.salesforce.com)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Designated Contact View | AMP IT, AMP IT | 0:00:22 | Support settings tab |
| Profile View | IT support, IT support | 0:01:17 | Profile settings |
| Manage Contacts | Disabled | 0:00:33 | Cannot enable |
| View All Cases | Disabled | 0:00:40 | Cannot enable |
Credentials/Access Mentioned¶
- IT Support account login
Errors & Troubleshooting¶
- Issue: Name mismatch between designated contact and profile
- Cause: Potentially disconnected objects or data sync issue
- Resolution: Under investigation - documenting for support
- Timestamp: 0:01:24
Transcript Gaps & Quality Notes¶
- Very short recording (~1.5 minutes)
- Continuation of previous designated contact troubleshooting
- Documents specific evidence of potential configuration problem
- Created to support Salesforce help ticket