Create Salesforce Records with SnapForms

Create new records for standard and custom Salesforce objects from Outlook with SnapForms. LinkPoint Connect automatically detects the user’s Salesforce objects and provides access to SnapForms for those objects. SnapForms display the fields for the object as they appear in the user’s instance of Salesforce and support required and dependent fields. Where applicable, SnapForms present the record types available for an object in a drop-down list.

Additional Resources: Users can change the Salesforce objects available as SnapForms in the Preferences Pane. Refer to the Edit Preferences section of this User Guide for more information.

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Click the Create New Records icon in the top-right corner of the Side Panel. This will present a list of available objects unique to each user’s permissions in Salesforce. Select an option from the list to launch the SnapForm.

Tip: Users can also create new records contextually in the Side Panel. Click the Create New Records icon on any Side Panel item to view a list of available SnapForms. This may prepopulate select SnapForm fields based on the selected record, where applicable.

Enter data in the available fields in the SnapForm. Complete all required fields, and click the green checkmark to create the item in Salesforce.

Tip: Users can select a record type for Salesforce objects, where applicable. Select the Record Type from the drop-down list at the top of the SnapForm. The fields on the SnapForm will change dynamically based on the selection.