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| styles | {"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Creating a New Contact","color":"#333333","textAlign":"left","fontWeight":"bold","fontSize":26},"border":{"color":"#0149b0","style":"solid","top":false,"right":false,"bottom":true,"left":false,"width":1}},"base":{"border":{"bottom":false,"left":false,"right":false,"top":true,"color":"#0149b0","width":6,"style":"solid"},"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}} |
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| - Click the drop down arrow on the Contacts tab and click New Contact.
- Click the Contacts tab and then click New in the upper right of the screen.
- Click the Accounts tab or use the Global Search to pull up the Account the new Contact will be assigned to. Then click the Related tab, find the Contacts related list and click New.
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| styles | {"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Logging ActivitiesSending an Email in Salesforce","color":"#333333","textAlign":"left","fontWeight":"bold","fontSize":26},"border":{"color":"#0149b0","style":"solid","top":false,"right":false,"bottom":true,"left":false,"width":1}},"base":{"border":{"bottom":false,"left":false,"right":false,"top":true,"color":"#0149b0","width":6,"style":"solid"},"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}} |
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| Emails can be sent from Contact, Lead, and Opportunity records. Rather than sending an email from Outlook, you can search and open the Contact or Lead record and compose an email in Salesforce:  Image Added
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| styles | {"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Managing Duplicate Contacts, Accounts, & Leads","color":"#333333","textAlign":"left","fontWeight":"bold","fontSize":26},"border":{"color":"#0149b0","style":"solid","top":false,"right":false,"bottom":true,"left":false,"width":1}},"base":{"border":{"bottom":false,"left":false,"right":false,"top":true,"color":"#0149b0","width":6,"style":"solid"},"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}} |
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| Duplicate management features are set up and turned on by default for business accounts, contacts and leads. Here’s how duplicate management works: - When a user tries to save a new record , the record is first compared with existing Salesforce records to identify possible duplicates. The criteria used to compare records and identify the possible duplicates are defined by a matching rule .
- Next, a list of possible duplicates is returned. What happens when the record being saved is identified as a possible duplicate depends on what ’ s defined in the duplicate rule. For example, the duplicate rule could block users from saving the possible duplicate record or allow them to save it anyway. Both the Block and Allow options include an alert, which tells users why they can’t save the record and what to do about it. The Allow option includes the ability to report on the duplicate records.
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