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The “Create New…” section | Salesforce

02 Dez. 2016 / Written by  / Tips and Tricks

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Creating new Accounts, Leads, Contacts or any Custom Object record in Salesforce that it is needed in your cloud solution is a daily task. The "Create New..." section allows you to create new records without the need to skip to another screen.

Creating new Accounts, Leads, Contacts or any Custom Object record in Salesforce that it is needed in your cloud solution is a daily task. The "Create New..." section allows you to create new records without the need to skip to another screen.

Usually, when we want to create a new record, the normal or most frequent procedure is to open the tab for the object that we want to add a new record and click on the “New” button.

However, there is a quicker way to do this: in all of your Salesforce.com organization tabs there is a section called “Create New...” where a dropdown menu (#1) appears with the objects (standard and custom) that you have in your org and from there it is possible to quickly create a new record (#2).

 

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This means that you can be on the “Leads” tab and from there create a new Account record, for example (#3). It´s very useful.

 

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Author


Manuel Conde
Lead Technical Architect
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Last modified on quarta, 21 fevereiro 2018 10:38

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