Outlook for Salesforce - how to select record types when creating a record? - Answers - Salesforce Trailblazer Community
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Richard AndrewRichard Andrew 

Outlook for Salesforce - how to select record types when creating a record?

I have Salesforce for Outlook working for a user who needs to be able to create Contact and Opportunity records directly from their Outlook.

I found out that the objects need to have a set record type not equal to Master under Global Actions for the create function to work in Salesforce for Outlook, *but* my user needs to be able to select a record type for the object they are creating! Is there a way to do this?
Best Answer chosen by Richard Andrew
Nick SauerNick Sauer
Hi Richard - is the action added to the Email Application Publisher Layout?  This will determine what shows on the snap-in on Outlook.  This is under Outlook Integration and Sync.  I have a few of them and divide assignment based on profile - the behavior here is very similar to global publisher layout.
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Richard AndrewRichard Andrew
(Nb. I thought maybe a record type field could be added to the Action Layout Editor but the option isn't available.)
Richard AndrewRichard Andrew
Wait... I think I can answer my own question. 😏

I create a separate Quick Action for each required object and record type?
Richard AndrewRichard Andrew
I do need help still after all. 😊

So I have created a new Global Action, it has a record type selected, I have added it to the Global Publisher Layout, my profile has assignment access to the layout, but the Global Action is not visible (in Salesforce for Outlook, if that makes any difference).
Nick SauerNick Sauer
Hi Richard - is the action added to the Email Application Publisher Layout?  This will determine what shows on the snap-in on Outlook.  This is under Outlook Integration and Sync.  I have a few of them and divide assignment based on profile - the behavior here is very similar to global publisher layout.
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This was selected as the best answer
Richard AndrewRichard Andrew
Thanks Nick. I was convinced I had done this but checked again and it seems not. Working now – cheers!
Richard AndrewRichard Andrew
Sorry - any idea on how I can also edit the fields that appear in the record detail > details pane in Salesforce for Outlook?