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Searching For Existing Salesforce Records and Creating New Records in SmartCloud Connect

Office 365 Google

With SmartCloud Connect Add-In/Chrome Extension, you can search for any existing Salesforce records or create new records of any type that will be associated with an email or Calendar activity.

With the SmartCloud Connect Add-in, you can search among all your CRM records - Contacts, Accounts, Opportunities, Leads, Activities (Tasks and Calendar events), Support Cases, or any custom Salesforce object types you are using.

To search for existing Salesforce records, do the following:

  1. In SmartCloud Connect Add-In/Google extension, click the search icon in the upper-right corner of the Sidebar, then enter your search criteria in the Search in box.
  2. In the drop-down list of record types, select the record type you want to search for. To search for records of all types, select Salesforce. The search results will be shown as record cards.

Tip

After you click on the Search In box, you will see 5 objects you have recently worked with.

Note

You can search for objects by parts of the word in the key fields, but at least 3 characters must be entered in the search field.

Important

If you do not see a record you need in search results, make sure to check the following SCC customization settings for this object type:
The Hide on search checkbox
Global search and Contextual search filters
The Search By field
• If searching for an item associated with an internal (in-org) email address, also make sure that the Include internal emails into search results setting is enabled

 

Creating New Records in Salesforce

Tip

SCC Add-In creates business records directly in Salesforce, so that does not require SCC Sync to be active.

Note

If you do not see a needed object in the Create picklist, make sure that the object is configured to be handled by SCC and that Allow create is enabled for this object in SCC Customization settings.

To create a new Salesforce Business record, do the following:

  • Click on the + (Create) icon in the upper right corner of the Sidebar and select the necessary record type from the picklist

Note

If you create a record that requires Account linking, such as a Contact or Opportunity, and there is no relevant Account registered in your Org which you could put in the new record’s Related To field, you can create one directly, right from the same dialog:

 

An alternative way
  • On the Home page, hover the cursor over the needed tab (record category), the ••• (More) icon will appear. Click on the icon and select New {Record type}

Note

You can also customize the Add-In/Chrome Extension to add more record types to the list, including custom object types used in your Org.

  • Next, in the Create {record type} dialog that appears, fill in the required fields. Note that some fields are already prefilled with relevant data from your email message or calendar item. You can also clear the Show only important fields checkbox to see all available fields in the record; when the box is selected, SmartCloud Connect only shows the fields which are required, marked as Important in Customization settings, or already contain some data in Salesforce.
    In addition, in this dialog you can select the record’s owner in Salesforce, this way transferring new records to other users in your Org.

Important

On creating or modifying an Opportunity record (or another object that has a Date field), fill in this field only in the following way: clicking the 📅 Calendar icon next to it and select the date in the calendar pop-up; please do not click on this field after that, or the date you selected will not be accepted.

  • Click Create to save the record to Salesforce. If you want to immediately see this record as a card in SmartCloud Connect, click the SmartCloud Connect logo to refresh the view.
Creating Person Accounts

Note that to be able to create Salesforce Person Accounts via SCC Add-In, you need to enable a corresponding checkbox in SCC Customization settings.

 

The New Records Tab

If you receive, compose, or send a message or meeting invitation from/to an email address that has no matching Lead, Contact or Account record registered in your Salesforce Org (an unresolved sender/recipient), SmartCloud Connect will prompt you to select how to handle this email address via the New records Sidebar tab which appears only when a messages containing unresolved email addresses is selected in your mailbox or composed. In this tab, you can create an Account, Contact, or Lead record based on this address - its key fields of the record will be prefilled with corresponding information retrieved from the message, or mark the email address or domain as blacklisted from sharing in Salesforce by clicking Do not sync. Note that this choice can be undone either right from this tab by clicking the Undo button or later via the Blacklisted Domains synchronization setting.

Tip

In addition, SmartCloud Connect can create matching Leads or Contact automatically (autoresolving), if the corresponding setting is enabled for your Org. Refer to this article for more information about this feature.