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.
Required Editions
| Available in: Salesforce Classic |
| Available in: all editions |
| User Permissions
Needed |
| To create records: |
Create on the object for the kind of record you’re creating |
-
In the publisher, click the quick action that corresponds to the kind of record you
want to create.
For example, to add a contact to an account, navigate to the account’s detail page and
select Create Contact.
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Enter values in the fields. Fields with a red bar (
) are
required fields.
Salesforce Help includes field definitions for most objects. Search the help for the
object name + “fields”. For example, if you’re creating or editing
an account record, look up “Account Fields” in Salesforce Help.
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When you finish entering values for your new record, click
Create.
