B-2. Create a new Contact for an Account already in Salesforce

 

 

1. Once you are logged into the Match My Email cloud, find a message for which you want to create a new Contact.  It can be best to choose an email from the person, instead of to them, as will be explained shortly.

2. Hover over the No Match in the far right column and in the Match Details popup, click +Match button.  In the next popup window that appears, click the top bar Create and Match to a New Record.

create new RECORD hover match create

3. From the drop down menu, choose Contact and click the envelope button in bottom left corner of popup window.  This will open the email side-by-side.  If you selected an email from the person to be made a new Contact, their email may contain a signature which will provide data for populating the web form.  Do not miss adding the email address into the email field.

create new Contact choose Contact

4. You can select text within the email and use copy/paste or drag/drop, or simply type data, to fill in the fields of the web form. Note that a Contact cannot exist in Salesforce without a parent Account.  (Person Accounts are a form of Account record.)  In the Account field, type a few letters of the Account name.  The system will do a forward lookup and show a list of Accounts from which to choose.  Select the Account, and once all desired data is filled in, click OK.

create new Contact Account found

The system will then create the Contact record, link it to the Account selected,  and make the match.  With the email address added, future email to and from this person will match to their Contact and Account record automatically.  Also, any No Match status emails to or from them in the Match My Email cloud will get automatically reprocessed on the next 20-minute cycle will also get matched.

Discussion:

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