---
title: Salesforce Records
slug: prospect/salesforce-records
description: Work with Salesforce records enriched by Unaric Prospect to qualify leads faster and improve conversion rates.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/bWVtCR74zSiJxMmbBzlwQ_unaric-prospect-1.png
icon: {"faIcon":"fa-solid fa-database"}
docTags: 
createdAt: 2024-06-12T19:01:53.474Z
---

Create and search Salesforce objects from websites with Unaric Prospect. 

## Create records

1. On any website, click the **Recruitbolt Extension** icon to open the extension menu.
2. Click the **+ Create** button next to the search box.
3. Choose to create a *Lead*, *Contact*, or *Account*.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/mvIeNF3wjmJkAYfpUBEnH_screenshot-20240626-211934.png" size="62" width="327" height="204" position="center" darkWidth="327" darkHeight="204" showCaption="false"}
4. Complete the record information.
5. Click the **Save** button to finish.

## Search records

You can use Prospect to search Salesforce records (Contacts, Leads, and Accounts)  that match what you view on the web page.

### Search records from the contextual menu

1. On a web page, highlight any text on the page you want to search.
2. Right-click and Select **Search Salesforce for "highlighted text here"** in the contextual menu. Prospect will then search through your Salesforce to surface any matches and display them in the Prospect Sidebar.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/DGnF-MUBa4KtOAAWtd9ld_screenshot-20240626-215410.png" size="52" width="284" height="212" position="center" darkWidth="284" darkHeight="212" showCaption="false"}
3. Click on the Salesforce record name to edit it or **Create Task** to create a task from them. Additionally, click **Import to Salesloft** to import them to Salesloft.

### Search records from the extension icon

1. Click the **Recruiterbolt Extension** icon.
2. Use the search box to search your Salesforce records.
3. Click on the Salesforce record name to edit it or **Create Task** to create a task from them. Additionally, click **Import to Salesloft** to import them to Salesloft.