With Quick Create, you can create records from the home pages for leads, accounts, contacts, opportunities, and custom objects.
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 |
You can also create accounts from the Account lookup field results list on the Quick Create form on contacts, leads, and opportunities. Validation rules don’t apply when you create records with Quick Create.
-
Click the tab for the kind of record you want to create. To create an account
while you create a contact, lead, or opportunity, click the
icon
next to the Account field in the Quick Create form you’re using.
-
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. - Click Save.