Search & Update an existing record

Learn how to search for a specific record in the Chrome Extension.

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

Do you want to review an existing record and update information? You can do that in seconds in Pod.

Navigate to the section of your choosing (at the bottom navigation bar of the side drawer) and search for a specific record.

  • Update the fields shown in the details section by clicking on the "+/-" icon and checking the fields you want to see

  • Search for a specific field in the top menu bar

  • Update a field and click on "sync" to propagate to Salesforce

Update record fields

Opportunity details - Update contact roles and assign a new contact

Contact details - Update record fields

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