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:
- the email address is the same than an existing contact
- the name + first name are similar to an existing contact
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.
You can create a contact and relate it to any account in Salesforce, even if you’re not part of the Account Team
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| The Field Related GBU has been moved up to get move visibility |
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The job Department pick list has been reduced from 18 to 14. Function Pick list has been reduced to 16. |
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Create a contact from Lightning for Gmail | |||||||||||||||||||
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Create a contact from Gmail | |||||||||||||||||||
Lightning for Gmail is a solution provided directly from Salesforce (cost included in the licence cost) that provides similar features in a more efficiently way.
This feature is only available for full Salesforce licences, not for Community licences. | |||||||||||||||||||
| How to install and connect | 1/ Go to this link and install the plugin 2/ You should see the Salesforce logo in the upper right corner of your browser  | ||||||||||||||||||
Connect to Salesforce 1/ Click on the blue button Log In to Salesforce. If it is not displayed, click on the arrow |
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How to install and connect (1/2) | 2/ In the popup window, click on the link Use Custom Domain and enter solvay-crm and follow the screen flow:
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How to install and connect (2/2) | 2/ Follow the screen flow:  | ||||||||||||||||||
What you can do with it |
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Create a contact from Google Contacts | |||||||||||||||||||
| Contacts sync | All the Contacts that you own in Salesforce and the one you follow on Chatter are synced in a Salesforce Sync folder in Google Contacts  If a contact is updated in Gmail, it is not updated in Salesforce and will be overwritten by Salesforce data (as Salesforce is master) If a contact is updated in Salesforce, it is also updated in Gmail If a contact is deleted in Salesforce, it is not deleted in Gmail If a contact is deleted in Gmail, it is not deleted in Salesforce If a contact is unfollowed in Salesforce, it is not removed in Gmail and not updated again If a contact is changed of owner in Salesforce, it is not removed in Gmail and not updated again | ||||||||||||||||||
| Contact Creation | Create a new contact in Gmail from email sender data Choose either an existing account (you can see) or create a new one
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Events |
Meetings in Google Calendar can be added as Event in Salesforce on records related to invitees (Contact, Account, Opportunity…) by clicking on the down arrow next to the record | ||||||||||||||||||
Events are displayed on the home page, in the tab Activities and on the records they are related to.
Event invitees in Salesforce can be either Users or Contacts. They need to exist in Salesforce to be related to the Event
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If the list of invitees is updated in Gmail, it is also updated in Salesforce (remove/add guests) If the list of invitees is updated in Salesforce, it is not updated in Gmail If the Event details are updated in Gmail, it is also updated in Salesforce If the Event details are updated in Salesforce, it is not updated in Gmail
If an Event is deleted in Gmail, it is deleted in Salesforce Only modifications made by the owner of a meeting in Google Calendar are taken into account in Salesforce | ||||||||||||||||||
Create Contacts in Salesforce directly from Gmail
In the panel, records associated with the current email sender are displayed (Account, Contacts, Opportunities, Cases…) You can go though the related records and use it to read other related records. |
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Need help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
The best way to get IT support is to use the new
Service One Platform.