What are the records?

What is a Record ?

As Salesforce’s user, you may be able to create and edit your records. 

  • Each section within the objects will be called a record. 
  • If you want to add a new company, in the “Account” object, you will get a new account record.  In other words, the record is a line of the list.


Create & Edit a Record

  1. To create a new record, you have to click on "New" (1) in the top right hand corner of the page. Depending on the category/ section you are, you will have to fill different information.
  2. To edit an existing record, click on this specific recordcreate new record
    1. When you have clicked on this specific record, you will see the screen hereundercreate new record2
  3. On top, you will see the main information of your record
    1. Here we selected the Jiya Saud Company, which is one record of the Accounts object
    2. To edit the company’s information, you have two ways:
  4.  Click on the edit button next to the information you want to fill/ edit
  5. Click on “Edit” on the top hand right side of the screen

Don't forget to save your changes before leaving the page!

    • Related Articles

    • What is an Object ?

      Salesforce offer you the opportunity to navigate easily between different fields to manage efficiently your business.  What is an Object? The objects are each category that you can find on the menu, which is the base of the website.   For example, ...
    • How to create a New Contact?

      Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need.  To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...
    • How to edit an Existing Contact?

      As salesforce user, you might edit your contacts and their information when needed. Keeping updated contacts allows you to be more efficient while managing your business. Click on Contacts Select the contact record you wish to edit You are now able ...
    • How to create a New List View?

      See your list of records with the filters you want by creating a list view.  Click on the settings Select “New”  Define the name of your list view  Choose who might be able to see your list view: only you, a group or everyone Do not forget to save ...
    • How to edit a List View?

      As a salesforce user, you can create and customize your list views.  You can customize your list view highlight specific criteria and information.  Check our "Create a New List View" article to understand how to create one and be able to edit it ! ...