New Contact button missing from Accounts in Salesforce

In this Salesforce tutorial, we will discuss how to add the New Contact button when the New Contact button missing from Accounts in Salesforce.

Recently, when we were working with the Accounts object, we came across an issue. Usually, whenever we open a record from the Accounts object, the New Contact button appears. But, this time the New Contact button went missing from the page.

However, before we jump to the solution steps, we need to understand the reasons why the New Contact button went missing.

New Contact button missing from Accounts in Salesforce- Reasons

Reason-1: Button not added to the page layout in Salesforce

One of the most common reasons why New Contact button is missing from the Accounts page is due to the incorrect page layout. Usually, all the buttons that we see on the record page appear when we assign them to the page layout of that particular object.

However, if we do not add the New Contact button on the Accounts Page Layout, the New Contact button will not appear.


Reason-2: Accessing New Contact button using Salesforce Classic

The New Contact button does not appear under the details section for the Accounts object. However, if we are using Salesforce Lightning, the New Contact button appears on the Highlights panel.


Reason-3: Missing user permissions in Salesforce

Now to use or access the New Contact button in Salesforce, a user or profile requires to create permission on Contacts. If the relevant user profile does not have the required create permission on Contacts, the New Contact button will not appear.

Read Change Status button missing on Leads in Salesforce

New Contact button missing from Accounts in Salesforce- Solutions

In the previous section, we have discussed some of the common reasons why the New Contact button missing from Accounts in Salesforce. Now, in this section, we will understand how to overcome all these reasons and make the New Contact button visible.

These solution steps are given below:

How to check user permissions for New Contact button in Salesforce

Step-1: Once you log in to your Salesforce Lightning account, click on the gear icon (⚙️) and then click on the Setup option. This will open the Home Setup page in Salesforce Lightning.

Step-2: After this, use the Quick Find search box, search for Profilesand click on the Profiles option given under Users.

User Profiles option in Salesforce Lightning
User Profiles option in Salesforce Lightning

Step-3: Once we click on the Profiles option, it will open the Profile Setup page. Now, from the list of profiles, select your Profile and click on the Edit option.

Profile list in Salesforce Lightning
Profile list in Salesforce Lightning

In our case, we have selected the System Administrator profile.

Step-4: Next, on the Profile Edit page, scroll to the Standard Object Permissions section and check if Create permission is assigned for the Contacts object. However, if Create permission is not assigned, tick mark (✔️) it and click on the Save button.

Assigning Create access to profile in Salesforce Lightning
Assigning Create access to profile in Salesforce Lightning

So, in this way, we can efficiently check and assign the Create Contact permission to a profile in Salesforce Lightning.

Read How to Configure Customer Contact Requests in Salesforce

How to add New Contact button to Account Pag Layout in Salesforce

1: Navigate back to the Home Setup page by clicking on the gear icon (⚙️)and then the Setup option from the top pane. This will open the Setup page in Salesforce Lightning.

Log a call is not visible in salesforce lightning solution
Opening the Setup page in Salesforce Lightning

2: Next, from the Home page, click on the Object Manager option. And under the Object Manager list, click on the Account object to open it.

Example Log a call is not visible in salesforce lightning
Opening the Accounts object in Salesforce Lightning

3: Once we click on the Account option, we will land on the object details page. And then from the side menu, we need to click on the Page Layout option.

Log a call is not visible in salesforce lightning example
Opening the Page Layouts page for the Accounts object in Salesforce Lightning

4: Next, from the Page Layouts list, select the Account Layout option. This will open the Page Layout page for the Accounts objects.

Log a call is not visible in salesforce lightning Step
Selecting the Account Layout option in Salesforce Lightning

5: Next, from the Accounts Layout options, move to the Mobile & Lightning Actions section. And drag the New Contact button from the Mobile & Lightning Actions section to Salesforce Mobile and Lightning Experience Actions tab.

Adding New Contact button into Accounts in Salesforce
Adding New Contact button into Accounts in Salesforce

So, with this, we understood how to add the New Contact button to the Account Page Layout in the Salesforce Lightning experience.

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Conclusion

So, in this Salesforce tutorial, we understood how to solve the issue where the New Contact button missing from Accounts in Salesforce. Moreover, we have also discussed multiple solutions related to it step-by-step.

Here is the list of solutions that we have discussed.

  • How to check user permissions for New Contact button in Salesforce
  • How to add New Contact button to Account Pag Layout in Salesforce