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!






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