Overview
In this section, you will find information about how to create a new customer contact in Salesforce and how to create a contact from Gmail or Google Contacts to Salesforce.com using the Cirrus Insights application. |
Concerned profiles:
ALL
Table of content
Step By Step
Before creating a contact, search it to avoid creating a duplicate! If a duplicate is created, the system will warn you if:
If the Contact does not exist, it is recommended to create it from the account page. |
Create a contact in Salesforce | ||
 If the Contact does not exist, it is recommended to create it from the account page |  | |
 Hoover on “Contacts” related list and click on New Contact |  | |
 Enter your contact’s details and Save•First Name and Last Name •Account Name: as you started from the account, the field already filled in •Language •Phone/Mobile/Email •Job department and function •Address: as you started from the account, the address is already filled in |
The value "Customer Service" in Job Department => New Winter 17' Release | |
 It’s done! Your contact is created.
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Create a contact from Google (Cirrus Insight) | |
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Create a contact from Gmail | |
Go to Gmail. Hoover on the name of the contact Check in the Cirrus sidebar that contact does not exist in Salesforce. |
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| Click on the Create Contact button |  |
First Name and Last Name are already filled in Select a salutation from the dropdown. Enter first few letters of the Account Name and click on the magnifying glass A small popup with list of Accounts from Salesforce appears. Select one of the Account by clicking on the Account Name |  |
Enter the preferred language of the contact and click on the magnifying glass Select the language English from the corresponding Pop up |  |
Scroll down the sidebar to fill in any other information he likes to enter. -Notice that email address is automatically filled in. -Note that some information like address is prefilled based on the Signature of the email. Finally, select the appropriate Job Department and Function. Click on Save button |  |
You have successfully created the contact in Salesforce. Click on the Salesforce icon. It will take you to the contact page in Salesforce.com |   |
Create a contact from Google Contacts | |
| Navigate to Google Contacts from Gmail. You see the list of your contacts. |  |
Hover on one of the contact and check that the contact doesn’t exist in Salesforce. Click on “Create Contact” button |   |
First Name and Last Name are already filled in Select a salutation from the dropdown. Enter first few letters of the Account Name and click on the magnifying glass A small popup with list of Accounts from Salesforce appears. Select one of the Account by clicking on the Account Name |  |
Enter the preferred language of the contact and click on the magnifying glass Select the language English from the corresponding Pop up |  |
Scroll down the sidebar to fill in any other information he likes to enter. -Notice that email address is automatically filled in. -Note that some information like address is prefilled based on the Signature of the email.
Finally, select the appropriate Job Department and Function.
Click on Save button |  |
You have successfully created the contact in Salesforce. Click on the Salesforce icon. It will take you to the contact page in Salesforce.com |   |
