Create a new record

Learn how to create a new Salesforce record through the Chrome Extension.

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

You can create a new Salesforce record anywhere in your browser with Pod - opportunities, contacts, leads, and accounts. You won't need to open up yet another tab to go to Salesforce.

You can create a new record either directly in the Pod extension window or by navigating to a specific record section and clicking on "+ Record".

Similarly to our web application, you will be prompted to fill in the required fields for the record you want to create and fill in additional fields as you see fit ("Add field" at the bottom left of the drawer).

Click on the blue "Sync" button when you're done and it will be saved in Salesforce.

Create a new record from the Pod side drawer

Create a new record from the Pod extension pop-up

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