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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 a New Record.

If you have several messages from the individual that you need to match together when a new record is created, you can instead click the Selection box for each  message in the list and then click the Create button. This will present the same pop up window where you can choose the Create a New Record.

 

3. For the Type field, use the drop down menu, choose Contact and click the Show Email 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.  You can select and drag/drop or copy/paste the date in the Email message to populate the form.

4.  Note that a Contact cannot exist in Salesforce without an Account.  In the Account field, type a few letters of the Account name.  The system will do a lookup and show a list of Accounts from which to choose.  Select the Account, and once all desired data is filled in, click OK.

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 this person that is in the Email Cloud will get automatically reprocessed and matched in the next 20-minute cycle.

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