How do I create a Contact Record from an email in Saleforce Inbox for Gmail?
With "Salesforce Inbox" fro GMAIL installed, I see the Salesforce Inbox tools on the right. Every video and example I have found the email contact is always already in Salesforce and it is simply a matter of adding an opportunity, taste, etc.
However, I am trying to add a brand new contact from an email in Gmail's Inbox. The email from the new contact is opened, Salesforce Inbox parses out the "Profile" information to the right... GREAT!
However, there seems no way to add the contact information as a new contact (and company) which Salesforce has parsed from the email.
With the email open, I click on "Records" and I am then presented with the option to Create New Record --> Contact... but all the fields are BLANK! (See below)
The pick list has two options "NOT FOUND IN SALESFORCE" and the name/contact email for the new contact. If I do choose the name/email for the new contact, the remainder of the fields remain blank.
What am I missing here?
This is working as designed. Now, with the new Inbox feature release, when users go to create a record in Inbox desktop clients, Inbox will show all page layout fields instead of just required fields. So you can fill the other fields as per your need or leave them empty. However, you still need to fill the required fields that do not have any data.
Or you can turn on "Display require fields only", that will take away all the fields leaving only the required fields.
There is no point to use the plugin at the moment. (no added value)