Update Your Data

Much of your Salesforce data is stored in individual records, and organized within objects. For example, the Account object presents all of your account records. If the Acme company is one of your accounts, you’ll have an account record for Acme.

  • Create and Update Records
    Creating and updating records are standard procedures for most people who use Salesforce. There are various ways to create and update records in Salesforce.
  • Print Records
    You can print Salesforce records from most detail pages.
  • Clone Records
    Create a record by making a copy of a similar record. When you clone certain records, you can also clone related records.
  • Change a Record’s Owner
    You can give ownership of a record to another user as long as that user has at least Read permission for the type of record being transferred.
  • Organize Records with Tags and Topics
    Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
  • Record Translated Names
    Use local name fields to store translated names for accounts, contacts, or leads.