---
schema_version: "1"
id: 7d6701af5e6c937a09163643707aff2c7e90fb52f9123b736b19275d126d4e93
title: Set Up Automatic Contact Creation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/contacts_autocreation_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.contacts_autocreation_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a1450c950d3537665bcf15ae1f592af27aa5d214cdced6e75983d8e118d11351
description: Turn on Automatic Contact Creation and specify criteria for when contacts are created.
products:
  - Sales Cloud
release: "264"
---
# Set Up Automatic Contact Creation

Turn on Automatic Contact Creation and specify criteria for when contacts are created.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Einstein 1 Sales</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions and for an extra cost in <strong>Enterprise</strong> Edition</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement in Sales, which is included in <strong>Performance</strong> and <strong>Unlimited</strong> Editions and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10579e107">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10579e107 ">To enable or disable Automatic Contact Creation: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10579e107 ">
              <p>View Setup and Configurations</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10579e107 ">To view the Autocreation Settings setup page: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10579e107 ">
              <p>View Setup and Configurations</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

If you haven’t already, [enable Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_configure.htm&type=5&language=en_US).

1. From Setup, in the Quick Find box, enter autocreation, and then select **Contact Creation Automation**.
2. Turn on Automatic Contact Creation.
3. Set thresholds as to how many times a person receives an email from or meets with an external person before a contact is created automatically. The email threshold also controls when a contact appears in the Contact Suggestions tile on Seller Home. The minimum threshold value is 1 and the maximum is 10.
    
    ![Contact creation automation settings in Setup with email and event thresholds highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/contacts/eac_autocreate_contact_setup.png)

Separate threshold settings for email and events lets you consider the type of relationship and interaction before automatically creating a contact record. For example, set a higher threshold for emails (three or four interactions) and a lower threshold for events (one meeting) to prioritize capturing contacts who are actively building relationships and in conversation with sales reps.

After a contact is created automatically, the ContactSource field on the Contact record is set to `Auto Create`.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note

If you set up Einstein Activity Capture before Spring ‘26 and migrate to Sync Email as Salesforce Activity, the existing value in Automatic Contact Creation is used for the new email and event threshold values. If you set up Einstein Activity Capture in Spring ‘26 or later, the default threshold for both emails and events is 3.

#### See Also

- [Considerations for Automatic Contact Creation](https://help.salesforce.com/s/articleView?id=sales.contacts_autocreation_considerations.htm&release=264.0.0&type=5 "Learn about requirements, email filters, and other considerations for Automatic Contact Creation.")