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Create Contact
Karan avatar
Written by Karan
Updated over a week ago

How to create new Contact on Salesforce

  1. Open the WhatsApp chat of the respective contact.

  2. Click on the Salesforce icon in the right side-bar.

  3. Click on the Contact button on top of the side pop-up.

  4. If there is an existing salesforce contact, click on Link to existing Salesforce contact and select the contact from the dropdown.

  5. If the Contact is new and hasn’t been created on Salesforce, then, click on the Create Contact button.

  6. Fill in the details in the given fields. You can also customize the fields as per your preference and can add the fields by clicking on the Edit button and selecting the desired user properties.

  7. Click on the Create contact button and congratulations, you have successfully added your first Salesforce contact.

  8. You can directly view the contact on Salesforce by clicking on the View Contact on Salesforce button as given below.

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