---
schema_version: "1"
id: 08335f4b990a44d840f9b827afa5b68a0c5bfe58c85905caa6d1b0ab589f23a2
title: Create Records from the Sidebar
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/home_taskbar.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.home_taskbar.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4b6d910d7202ab9bbb6e090be9710873b126a91e6f9384e6f5ce3fc22323772e
description: Use the Create New drop-down list in the Sidebar to create a record.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Create Records from the Sidebar

Use the Create New drop-down list in the Sidebar to create a record.

### 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: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">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.</td></tr></tbody></table>

1. 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**.
2. Fill in the fields.
3. Click **Save** or **Upload to My Files** if you selected **File**.