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How To Add A Contact Record To An Account Record in Salesforce

New Contact Record Criteria

New contact records should only be added if:

  1.  The contact does not exist in Salesforce as a lead or contact record.

How To Add A Contact Record To An Account Record in Salesforce

Contacts must be associated with an Account record in Salesforce. Prior to creating a new Contact record, verify that the Account record has been created.

To add a new contact to an account record in Salesforce follow the steps below:

  1. Open Salesforce
  2. Search and verify that the contact does not already exist in Salesforce. Search for the Contact's email address and/or their full name using the top search bar as shown below
  3. If the contact record does not exist; search / open the account record that the new contact will be associated with in Salesforce
  4. From the account record, hover over Related Contacts in the Related List Quick Links section and click New Contact.
  1. In the New Contact pop-up enter the contact's name and other known information.
    1. Click the Save button
  2. The new contact is created and auto-associated with the account record. The new contact record can be accessed from the Related List Quick Links - Related Contacts link on the account record.
  1. Click the new contact's name to open the contact record.
  2. Once the new contact record is opened, Outreach will ask if the record should be pulled into Outreach. You may have to click on the Outreach extension, if it is not open already.
    1. Click Yes to sync to Outreach. The new contact is now synced to Outreach.

Video Training

  • How Do I Create a Contact and Sync it to Outreach? 

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