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            Create Salesforce Records from Outlook and Gmail

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            Create Salesforce Records from Outlook and Gmail

            You’re having a productive day reading and responding to email messages, connecting with your customers, and following up on leads. You see an email from a new prospect and you want to add the prospect to Salesforce, or you want to capture a new task. Add the records to Salesforce without leaving your email.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            In an open email, the integration recognizes email addresses that don’t match a record in Salesforce. Add those people to Salesforce as a new contact or lead.

            Add to Salesforce button for an email address that doesn't have a matching record in Salesforce.
            Note
            Note The integration shows up to 15 contacts or leads in the side panel. If there are more than 15 recipients in an email, not all the recipients are available in the list.

            You can also create records at any time using the add option in the navigation bar.

            Create record menu.

            Tip
            Tip When you create a contact or lead, the first name, last name, and email address populate with information from the sender’s email address in the open email. If the sender’s email domain matches a company in Salesforce, the company name is also populated. When you create a task or case, additional information, such as the subject and description, are populated with information from the open email.
             
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            Salesforce Help | Article