How to Create Records in Salesforce

In this salesforce tutorial, we will learn how to create records in salesforce. I will also explain, how to create multiple records in the salesforce. Also, we will cover these topics.

• How to create records in salesforce
• How to create records in salesforce lightning
• How to create records in salesforce classic
• How to insert records in the salesforce object
• How to set up records in salesforce
• How to create multiple records in salesforce
• How to create campaign records in salesforce

How to create records in salesforce

Records are collections of fields and data items of different data types, in a fixed number or series. The fields of a record might also call members. Records in a database are normally called rows.

Before moving forward if you are thinking about how to create records in Salesforce? In this section, we have explained how to create a record in salesforce with the help of an example.

A New York Times is establishing a new branch in California, USA and to set up the office they need some items such as Transaction date, Amount, tags, etc. And these items will be recorded under the Expenses object in salesforce.

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How to create records in salesforce lightning

Salesforce Lightning is a component-based structure for salesforce app development. It is the modern user interface of salesforce that is fast and reliable with new features.

In the salesforce Lightning interface, we created a record under the expense object of the New York Times that is establishing a new branch in California, USA.

Do you want to know how to create records in salesforce lightning? Follow these steps:-

Step 1: After creating the object and fields, now create records for the object. Go to the App Launcher find and select the Expense object.

Step 2: After selecting the Expense object click on New icon.

Step 3: After clicking on the New icon, the Information window is open where we can add the records with these parameters.

Step 4: After adding the records click on the save button and you can see that our record is saved and the details that we fill in are shown on the supplies expense page.

So, with this, we understood how to create the records in salesforce lightning.

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How to create records in salesforce classic

The Salesforce classic is a traditional user interface, an experience that seems straightforward and easy to use.

The salesforce classic interface is used by the New York Times which is establishing a new branch in California, USA.

In this graceful time period, it is important to challenge the stride with advancement and prerequisites of clients.

Do you want to know how to create records in salesforce classic? Follow these steps:-

Step 1: Click on the setup, after that you can see the nav bar the expenses object is shown. Click on it.

Step 2: After selecting the Expense object click on the New icon.

Step 3: After clicking on the New icon, the Information window is open where we can add the records with this parameter.

Step 4: After adding the records click on the save button and 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.

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How to insert records in salesforce object

A record is a collection of data items that may be of different data types, frequently in a stable number and sequence. Multiple records are held in a file or data set.

As we know the New York Times is establishing a new branch in California, USA, and to set up the office they need some items such as Transaction date, Amount, tags, etc. Here we inserted records of these items.

Do you want to know how to insert records in the salesforce object? Follow these steps:-

Step 1: Click on the expense object for the type of record that we want to insert. Here we created an expense record.

Step 2: After selecting the Expense object click on the New icon.

Step 3: After clicking on the New icon, the Information window is open where we can insert the records with these parameters.

Step 4: After inserting the records click on the save button and you can see that our record is saved and the details that we filled in are shown on the Travel expense page.

This is how we understood about how to insert records in the salesforce lightning object.

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How to set up records in salesforce

Set up is defined as the way in which something, mainly an organization is arranged. It is a scheme calculated to involve someone.

Here we are seeing up the records of the New York Times which are establishing a new branch in California, USA.

Do you want to know how to set up records in the salesforce? Follow these steps:-

Step 1: Go to the setup and after that click on the Object Manager.

Step 2: After clicking on the Object Manager, search for the object from Quick Find Box. Enter the object name and select the expense object.

Step 3: After selecting the expense object, click on the Record Types that is present in the left side under the Details.

Step 4: After clicking on the Record Types window is open. Under the Record Types window there is a New icon, click on the New icon.

Step 5: After clicking on the New icon, the detail page of the New Record Types is open, Enter the given details and then click on Next.

Step 6: After Entering the Records, click on Next, Next, and then save.

Step 7: After saving the record, you can see that the details that we filled in are shown on the New York Time Expense page.

This is how we understood how to set up the records in salesforce lightning.

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How to create multiple records in salesforce

Multiple records are defined as two or more records that are wrapped as a single unit. Multiple records are held in a file or dataset.

Here we created multiple records under the expense object of the New York Times which is establishing a new branch in California, USA.

Do you want to know how to create multiple records in the salesforce? Follow these steps:-

Step 1: Go to the App launcher, search for the expense object and click on it.

Step 2: After clicking on the Expense object, click on the New icon that is present on the Expenses Recently viewed page.

Step 3: After clicking on the New icon the information page is open where we can fill the records with these parameters and then click on Save & New option for creating multiple records.

Step 4: After clicking on the Save & New option the New Expense Window is open, fill in the records of Stationary Expenses and then click on the Save & New option for creating multiple records.

Step 5: After clicking on the Save & New option the New Expense Window is open, fill the records of Furniture Expenses and then click on the save option.

Step 6: After clicking on the Save icon you can see that the multiple records are saved under the Expenses object.

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

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How to create campaign records in salesforce

Campaigns are standard Salesforce objects. It is commonly used by the marketing team and the sales force development team. The campaign is a set of activities to aware the target audience of a new or improved version of our products or services.

Do you want to know how to create campaign records in the salesforce? Follow these steps:-

Step 1: Go to the App Launcher, search for the campaign and click on it.

Step 2: After clicking on the campaigns, click on the New icon that is present on the campaigns Recently viewed page.

Step 3: After clicking on the New icon the information page is open where we can fill the records with these parameters and then click on the Save option.

Step 4: After clicking on the save option you can see that the campaign record is saved and see on the Campaign New York Times page.

So, with this, we understand how to create a campaign record in salesforce.

Conclusion:

In this tutorial, we have learned how to create records in salesforce, and also we have covered how to insert the records in the salesforce object. This can be performed on both salesforce lightning and salesforce classic.

Also, we have covered these topics:

• How to create records in salesforce
• How to create records in salesforce lightning
• How to create records in salesforce classic
• How to insert records in the salesforce object
• How to set up records in salesforce
• How to create multiple records in salesforce
• How to create campaign records in salesforce

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