To create new reference list , navigate to the Setup tab on the main menu (1), and select Lists (2).

Lists - Salesforce

<aside> 💡 Creating Salesforce Reference List is only available if Romify is connected to Salesforce.

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• New Reference List - click button to start to create new reference list (1)

• Enter Name for a list (2)
• Select Source: Salesforce (3)

• SOQL Query - search the records from Salesforce by entering a query in SOQL (4)

<aside> ✍🏻 NOTE: Please see: https://tinyurl.com/yue5fu4w

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• Test SOQL - you can test the query and see results (5)
• Status - change status from Draft to Active (6)
• Remember to Save settings (7)

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