Creating and updating records are standard procedures for most people who use Salesforce. There are various ways to create and update records in Salesforce.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
- Create Records from Object Home Pages
Quickly create a record from an object’s home page. - Create Records in Feeds
If your administrator set up this action, you can create records in the feed on the home page, the Chatter tab, and record detail pages. Publishers on different feeds offer different actions. - Create Records with Quick Create
With Quick Create, you can create records from the home pages for leads, accounts, contacts, opportunities, and custom objects. - Create a Record in Lightning Experience
Create 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. - Create Records from the Sidebar
Use the Create New drop-down list in the Sidebar to create a record. - Update Records
Many Salesforce objects offer the convenience of inline editing for records. Updating custom object records is similar to updating standard object records. Whether you can access and change a custom object record, depends on your permissions. - Update Records Inline from a List View in Lightning Experience
Conveniently edit fields on records directly from a list view. - Delete Records
For some kinds of objects, deleting one record affects other, related records. - Recycle Bin
All users can view and restore records in their own Recycle Bin. If you have admin permissions, you can access and manage your own Recycle Bin and the org Recycle Bin, including permanently deleting records. - Formats for Currency, Dates, Times, Names, and Phone Numbers
The format used for currency, dates, times, phone numbers, and names of people in Salesforce is determined by your Locale setting.