Creating A New Record

When no matching record is found in Salesforce, or when you explicitly choose to create a new record, PrimeRole simplifies the process directly from LinkedIn.

Steps for Record Creation

1. Access LinkedIn and Find a Profile:

   • Open your LinkedIn account connected to your PrimeRole workspace.
   • Navigate to the LinkedIn profile of the person you want to create a record for.

2. Activate the PrimeRole Extension: The extension should automatically activate. If it doesn't:

   • Look for the PrimeRole icon on either edge of your LinkedIn screen.
   • Click the icon to load person's details.

3. Check for Existing Matches: Check the CRM Integration box in the PrimeRole extension. If no matches are found (🚫 icon), proceed to the next step. You can also manually choose to create a new record even if matches are found.

4. Initiate Record Creation: Within the PrimeRole extension, find and click the button or option to "Create New Record" (the specific wording may vary slightly).

5. Record Type Selection: Choose between Lead or Contact based on the individual's profile.

6. Field Population: PrimeRole auto-populates fields with data from:

   • LinkedIn profiles (name, title, company).
   • Connected data providers (email addresses, phone numbers).
   • User input for specific fields.

7. Custom Fields: These are displayed for configuration based on Salesforce requirements and may include dropdowns or text inputs.

8. Data Entry: Users can edit or update any field value. Required fields are marked with a red asterisk (*).

9. Email Verification (if applicable): Details like verification status and date are displayed.

10. Company Association (if applicable): You can search for an existing company, refine search criteria, or create a new company record directly.

Important Notes:

• PrimeRole avoids populating fields with potentially inaccurate contact information.
• In case of missing location (state and country), it will be automatically filled using AI-powered insights.

Creating Company Records

Creating company records is simpler than creating Contact or Lead records:

• Key fields are auto-populated from available data sources (name, domain, LinkedIn profile).
• Custom fields specific to the organization are available for additional input.
• No record linking is required; companies can be created independently.

Validation and Error Handling

• Field Validation: All Salesforce validation rules are enforced for data consistency (required fields, format restrictions).
• Error Management:
  • Clear error messages pinpoint the issue.
  • Highlighted fields requiring attention.
  • Detailed information directly from Salesforce.

Important Notes:

• Owner ID: owner cannot be blank This error occurs because:
• User does not exist in Salesforce for mapping.
• Salesforce cron job will map it automatically.

Common Error Scenarios

• Missing required fields.
• Incorrect field formats (e.g., invalid email addresses).
• Duplicate detection rule violations.
• Custom validation rules defined in Salesforce.

Additional Tips

• Verify auto-populated fields for accuracy.
• Fill in as many relevant fields as possible.
• Use standardized formats to maintain data integrity.
• Avoid duplicate company entries by thoroughly searching before creating new records.
• Double-check company details to ensure correct associations.
• Review all required fields and formats before submission.
• Validate company associations to prevent data inconsistencies.