Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Automatic Contact Creation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Automatic Contact Creation

            Create contacts automatically from your email and calendar interactions. You can also set thresholds to create or suggest contacts after a certain amount of email or event activity.

            Required Editions

            Available in: Lightning Experience
            Available with Agentforce 1 Sales Edition
            Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions and for an extra cost in Enterprise Edition
            Available with Sales Engagement in Sales, which is included in Performance and Unlimited Editions and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions

            Automatic Contact Creation looks for external people with email addresses that don’t already belong to contacts. A contact is created after one of these situations occurs.

            • A user receives an email from an external person the number of times specified in the email threshold. If a user sends an email to an external person in the To, cc, or bcc fields, it doesn’t count towards the threshold for automatic contact creation.
            • A user meets with an external person the number of times specified in the event threshold.

            For details about how an account is associated with the automatically created contact, see Considerations for Automatic Contact Creation.

            On Seller Home, see how many contacts were automatically created in the last 7 days.

            Seller Home with Contact Suggestions tile highlighted

            See Also

             
            Loading
            Salesforce Help | Article