5 Various Ways to Create Records in Salesforce

The collection of data organized in a group of fields within the table is called records in Salesforce.

In this Salesforce tutorial, I will explain Salesforce records. I will also explain various ways of how to create a record in Salesforce Lightning and Salesforce Classic.

Table of Contents

What is a Record in Salesforce

Salesforce Record is a group of information within a specific object. The table in the database is represented by the object in Salesforce. Each of the objects contains multiple records, and each record stores the individual data.

For example, in Salesforce, you have a “Leads” object, and they have different fields such as “First Name”, “Last Name”, “Company”, etc., and the data filled in such field regarding one entity works as a record in Salesforce.

Additionally, there are two types of records: “Standard” and “Custom”.

Standard Records: Some of the records are prefilled in Salesforce org within various objects such as “Leads”, “Account”, “Contacts”, etc.
Custom Records: Salesforce allows the users to create custom records within the object to store the data relevant to the specific entity.

In this way, you have learned what is recorded in Salesforce with its types and examples.

How to Create a Record in Salesforce

You can create a record in both Salesforce Lightning and Salesforce Classic. Additionally, Salesforce creates record functionality available in all the editions.

There are various ways to create a record in Salesforce. Let’s discuss each method step-by-step.

Create Records From Object

You can easily create the record from an object home page. To create records, you need permission to create a record on the object.

How to Create Records in Salesforce Lightning

The following are the steps to create records in Salesforce Lightning:

1. Go to the “App Launcher” find and select the “Object” whose record you want to create. For example, let’s say you want to create records in the “Expenses” object.

2. Click on the “New” button to create the record in Salesforce Lightning.

3. The pop-up window gets opened; you can now create a record by filling in the required information in the necessary fields. After that, click on the “Save” button.

You can see that your record is saved and the details that you fill in are shown on the page as shown below.

So, with this, you have understood how to create the records in Salesforce Lightning.

How to Create Record in Salesforce Classic

Below are the steps to create a record in Salesforce Classic:

1. Click on the “+” icon to get the list of all the objects, or some of the objects are listed on the navigation bar. Choose the “Object” in which record you want to create.

2. Click on the “New” button to create a record.

3. Fill up the necessary fields with the required information to create a record and click on the “Save” button.

4. You can see that our record is saved, and the details that we fill in are shown on the furniture expense page.

So, with this, we understand how to create the records in Salesforce Classic.

Create Record From Sidebar in Salesforce

In Salesforce, users can create a record for some of the objects without navigation into the particular object using the quick create functionality. This quick create option is available on the sidebar of the interface, so it is also known as creating records from the sidebar.

But there is one limitation this functionality is only available in Salesforce Classic. Below are the steps to create a record from the sidebar in Salesforce Classic.

1. Login into the Salesforce Classic account. Click on the “Create New” dropdown given on the left sidebar on the Classic home page.

2. Choose the “Object” for which you want to create the records. For example, “Campaign” object.

3. Fill the necessary information in the required and mandatory fields. After that, click on the “Save” button.

In this way, you have learned to create the record using the sidebar in Salesforce Classic.

Create Record from Global Action in Salesforce

In Salesforce, you can create the record using the Global Action in Salesforce. Using the global action, the user can create object records or new records anywhere from the Salesforce org without navigating to the specific object page.

To create a global action in Salesforce, click on “How to Create Record Using Global Action in Salesforce”.

Create Record using Quick Action in Salesforce

You can also create a record in Salesforce using Quick Action in Salesforce. Quick Actions allows the user to create the record from the detail page or related list directly.

For example, you can create quick actions that allow users to create new tasks related to an opportunity.

Let’s learn step-by-step how to create a record using quick action in Salesforce Lightning and Salesforce Classic.

Create Record using Data Loader in Salesforce

You can create a record using a data loader in Salesforce. By creating a record using the data loader, I mean inserting a record using the Data Loader.

For example, let’s suppose you want to create record in object named product in Salesforce using data loader. Similarly you can create a records in other objects also.

To create how to create a record using a data loader in Salesforce, follow “How to Insert Products via Data Loader in Salesforce”.

Conclusion

I hope you have understood what is record in Salesforce. I have also explained five different ways to create a record in Salesforce, such as creating a record using object, global action, quick action, data loader, and sidebar.