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Searching for Existing Salesforce Records and Creating New Records (Adaptive view)

With SmartCloud Connect Add-In, 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.

Searching for Records in Salesforce (Adaptive view)

Please navigate to this article if you are using Classic SmartCloud Connect interface view. Refer to this article to learn which SmartCloud Connect view you are using and how to switch between views.

With the SmartCloud Connect Add-in, you can search among relevant CRM records, such as Contacts, Accounts, Opportunities, Leads, Activities, Support Cases, or custom Salesforce object categories.

To search for existing Salesforce records, do the following:

  1. In the SmartCloud Connect Add-In, click the search icon in the upper-right corner of the SmartCloud connect 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.

Note

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

Creating New Records in Salesforce

To create a new Salesforce record, do the following:

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

An alternative way:

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

Note

You can also customize the Add-In to add more record types to the list, including your custom record types.

  • 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

please do not fill in the Full name field as it is populated automatically in Salesforce by combining the First name and Last name fields. If you enter a value in this field, a Salesforce synchronization error notification will appear after you click the Create button

Another important consideration: on creating or modifying an Opportunity record (or an object of another type that includes a Date field), populate this field only by clicking the 📅 Calendar icon next to it and selecting the date in the calendar pop-up and do not click on this field afterwards, otherwise selected date value 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.

The New Records Tab

If you receive, compose, or send a message from/to an email address/domain not associated with any record in your Salesforce org, SmartCloud Connect will prompt you to define how to handle this email address via the New records Sidebar tab which appears whenever a messages from/to such unresolved senders/recipients is selected in your mailbox or composed. In this tab, you can create an Account, Contact, or Lead record based on this address or domain (the 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.