How to Create Records in Salesforce - dummies

How to Create Records in Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

By using the Create New drop-down list on the sidebar of any page in Salesforce, you can easily add new records into Salesforce. You might find yourself in the position of having deleted important files; don’t worry, though, because Salesforce gives you a way to put them back in their rightful spots before anyone notices that they’re missing.

To create a record (by using Contacts as the example), follow these steps (which can be applied to all Create New Items on the picklist):

  1. On the home page, select the Contact option on the Create New picklist, as shown in this figure.

    A New Contact page appears in Edit mode.

  2. Complete the fields, as necessary.

    Even while you’re in Edit mode, the Create New picklist is available.

  3. When you’re done, click Save.

    The Contact detail page appears, and here you can begin tracking information.

    Creating Salesforce records by using the Create New drop-down list.
    Creating Salesforce records by using the Create New drop-down list.

Occasionally, you delete a record and regret it. Don’t panic — the Salesforce Recycle Bin gives you 15 days to restore recently deleted records, including any associated records (such as activities deleted in the process) and your credibility.

To restore a deleted record, follow these steps:

  1. On your sidebar, click the Recycle Bin link.

    The Recycle Bin page appears. If you’re an administrator, use the View picklist to view and restore records deleted within the last 15 days by other users.

  2. Navigate the list as you would a normal list page until you find the desired record or records.

  3. Select the check box(es) in the Action column corresponding to the record(s) that you want to restore.

    You can click the Select All link to select all the records on the page.

  4. When you’re done, click the Undelete button.

    The Recycle Bin page reappears, and a link to your restored record appears in the sidebar below Recent Items.