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.

Required Editions

Available in: Lightning Experience

Available in: All Editions

Note 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 a record from any Salesforce page, select the item you want in the navigation menu, then click New in the list view.
To create a record 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.
To create a record via a lookup field, click the lookup field and select the new record option in the dropdown menu. For example, on a contact page, click New Account on the Account Name field.
To create a record after you finish creating or editing another record, click Save & New. This button isn't available if you're creating or editing a record via a lookup field.