Archive | How do I Create a Salesforce Contact and Account with ZynBit?

Add a contact in Salesforce in order to save emails or other event records. Contacts must be associated with Accounts, so if necessary, both can be added in one step.

Instructions

To create a Salesforce contact and account for a new person you are interacting with in email, review the Zynbit task pane on the left. A person who is not in your Salesforce database as a lead or contact will have a blue cloud beside their name in the Zynbit task bar.

Click the Contact name and choose the option of “New Contact” in the window which appears.

Add the data for the Contact beginning with the account. Required fields are outlined in red.

If the Account does not exist in Salesforce it will need to be added by selecting NEW. When the new Account pane loads, your Salesforce account fields will be listed and you can fill in the appropriate data and save the account. You can then save the account record using Create button at the bottom of the pane. Return to the Contact record and complete your data entry there. When you have entered all available data, save the record.

The new record is immediately available in Salesforce and now you will also see the actions icons in ZynBit as well.