As you get to know a volunteer and learn more about them, it's important to document any new details in Salesforce. Whether you learn their work email or their birthday, be sure their Contact Record in Salesforce reflects this new-to-us information.
1. Go to the person's Contact and find the field you want to edit. In this example, we want to edit someone's birthday.
2. Click on the pencil icon next to the field you want to edit.
3. Once you do, you can type in the new information.
4. Click Save.
Since the Account Record mainly consists of compiled data from any contacts in a household, you will rarely edit the Account Record. So, when you find new information about a person, go to their Contact Record instead.