Add new contact button in Einstein Activity Capture

buttoncontacteinsteinoutlook

Hello,

I would like to add the "New Contact" button in Einstein Activity Capture on the user record.

Currently, there is only have the "New Lead" button and I don't know what I have to modify in Salesforce. A compact layout?

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Thanks

Best Answer

From the screenshot you have provided, it seems that you are using the Side Panel that is available either in Outlook or Gmail.

The reason why the New Contact button is not showing there is perhaps you have multiple Record Types available for the Contact Object. To move forward, you can visit your New Contact from Global Actions (in Setup) and make sure the Record Type field isn't set to Master (select a particular Record Type to be used).

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Hope this helps.

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