---
schema_version: "1"
id: 848c5f5f95e65da152f9e0057e4c1c165f22b0b9f79bdf5abd8ff746ea86a377
title: Create a Record in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/basics_creating_records_sfx.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.basics_creating_records_sfx.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb761e1e08d55b92f84681916e407c72ce34cac94e38e1442ccbc40f126eb6a6
description: 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.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/images/icon_note.png)

Note This information is for Lightning Experience. If you see the App Launcher icon (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/basics/images/app_launcher_icon.png)) 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.