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Creating Records

You can create a record from different areas within the application. The area you choose depends on whether you want to:

  • Create the record in a popup window that is independent of the records you are working on. You will not lose your place in the main area of the application.
  • Create the record from clicking the New button on the Homepage, List, or Detail page. Each of these pages opens the same form as the other methods, but it shifts the focus from your current page to the Edit page. You will need to use the Back link to return to the page you were working on.
  • Create the record for a different record type that is automatically linked to the record you are currently working on.

NOTE: You can also add new records by importing records from external CSV files or by synchronizing with other applications. The type of records you can import depends on the privileges assigned to your user role.

TIP:  To prevent record duplication, search for the record before creating a new one, see Finding Records.

To create a record using the Create section

  1. From any page, go to the Create section in the Action bar.
  2. From the list, click the link for the record type.
  3. In the New record form, fill in the required information.
  4. Save the record.

To create a record from the Homepage, List, or Detail page

  1. From any of these pages, click the New button in the title bar.
  2. On the Edit page, fill in the required information.
  3. Save the record.

To create a record that is linked to the selected record

  1. Select the record.

    For instructions on selecting a record, see Finding Records.

  2. On the record Detail page, scroll down to the appropriate section.
  3. On the title bar for that section, click the New or Add button.
  4. On the Edit page, fill in the required information.
  5. Save the record.

Entering Information in Records

When you create records you can enter information directly into some fields, or select values from a drop-down list. In addition, for some fields you can click an icon to the right of the field to display a window from which you can select values or enter values. The icons that you can click are:

  • Phone icon. Allows you to enter the details of a telephone number.
  • Calendar icon. Allows you to select a date.
  • Currency icon. Allows you to search for, and select a currency.
  • Lookup icon (magnifying glass). Allows you to search for, and select a record, or multiple records, which will be associated with the record you are creating. The Lookup icon is also used for selecting values for multi-select picklist fields.

About Multi-select Picklists

A multi-select picklist is a picklist from which you can select multiple values. When you click the Lookup icon for a multi-select picklist, a pop-up appears, which allows you to select the required values by moving values from an Available list to a Selected list. You can also sort the values in the Selected list.

Multi-select picklists are supported for the following record types:

  • Accounts
  • Contacts
  • Opportunities
  • Leads
  • Activities
  • Service Requests
  • Custom Object 1
  • Custom Object 2

About Phone Number Fields

Phone fields have a phone icon next to them. Clicking on the icon opens a phone verification window, which allows you to determine if the application has correctly identified the number: country code, city/area code, local number, and any extension for the number.

When you close the phone verification window, or save the record, the application adjusts the phone number for international calls so that you see the entire sequence you need to dial. For example, if your Locale setting is English - United States and you enter a number for Spain (Country, City, and Local numbers), the application adds the international access code of 011 to the phone number.

Additionally, if you want to determine the country code for a country, you can click the phone icon, select the country, and save the information. The country code for the country displays in the Phone field.

About Address Fields

For addresses, the application displays different fields to accommodate country-specific information. For example, if you select Japan as the Country for an account's billing address, the other address fields change to those fields needed for Japanese addresses, such as Chome, Ku, and Shi/Gun.

In general, addresses are stored with the specific record type. However, some addresses are carried over when you link one record with another. For example, if you enter a billing and shipping address for an account, the billing address appears on the Contact Detail page when you link the account to the contact.

If your company administrator has added the Addresses section to your application, you can track additional addresses for such records as accounts and contacts. When tracking addresses for contacts, the primary address is always the one you entered in the Alternate address section.


Published May 2008