Skip to main content

Create records

Create records without having to worry about which fields are included on a Page Layout.

  1. Select the object you want to create records for
  2. If applicable, change the Record Type to the desired type
  3. Fill out the form and save
Create record without file

After you have created a new record, the id will be shown near the save button and you can click to open the record summary.

Created record summary