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: Lightning Experience|
|Available in: All Editions|
This information is for Lightning Experience. If you see the App Launcher icon (
) on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic.
You can create records in different ways in Lightning Experience.
- To create records from any Salesforce page, select the item you want in the navigation menu, then click New in the list view.
- To create records from an existing record, click New for the item you want. For example, let’s say you're viewing a contact record and want to create a note about the contact—click New in the Notes section of the contact page.