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.
- Considerations for Automatic Contact Creation
Learn about requirements, email filters, and other considerations for Automatic Contact Creation.