Use the Create New drop-down list in the Sidebar to create a record.
Required Editions
| Available in: Salesforce Classic |
| The available options in the Create New drop-down list vary according to which permissions you have, which Salesforce Edition you are using, and which app you are using. |
-
From the Create New drop-down list in the sidebar, select the type of record you want to
create.
The new record page immediately displays in the appropriate tab or the Upload a File dialog box displays if you selected File.
- Fill in the fields.
- Click Save or Upload to My Files if you selected File.