Create new Salesforce records for opportunities, leads, tasks, notes, accounts, and contacts. Some objects (such as Account) have special guidelines and considerations for you to be aware of, but the process of creating a record is similar for all.
|Available in: Salesforce Classic|
|Available in: All Editions|
This information is for Salesforce Classic
. If you see a row of tabs across the top of your screen, you're in Salesforce Classic. If you see a navigation bar on the left, you’re in Lightning Experience
Depending on how your administrator has set up your Salesforce
organization, you can create records in a few different ways.