This article outlines the steps required to create a Contact record in Salesforce from Outlook.





Click on the relevant Outlook email (via Inbox for incoming email or Sent box for sent email)


Click on the relevant Outlook email (via Inbox for incoming email or Sent box for sent email)


1. The Salesforce side panel searches for records with the relevant email address. If no Salesforce record exists the Salesforce side panel displays the message "No Matching Contacts or Leads in Salesforce"





Click Add button to Create New Contact


Click Add button to Create New Contact




Enter Contact details


Enter Contact details


Note: The Organisation Name must be either blank or an existing Organisation in Salesforce.





Click on the tick to save the record


Click on the tick to save the record




The Salesforce side panel displays relevant Contact record


The Salesforce side panel displays relevant Contact record