Creating a record in Lightning Experience means adding one new row to an object and filling in its fields. The same flow works for standard objects like Account and for your own custom objects. Here is the typical path from the UI.
- Open the object
From the navigation menu or the App Launcher, select the object you want, such as Accounts or Contacts. This lands you on a list view of that object's existing records.
- Click New
Select the New button, usually in the top right of the list view. If the object has record types enabled, Salesforce first asks which record type to use, which sets the page layout and picklist values.
- Fill in the fields
Enter values for the fields on the create panel. Required fields are marked with a red bar, and you cannot save until each one has a value. Lookup fields let you link this record to another, like setting a Contact's Account.
- Save the record
Click Save to create the record, or Save & New to create it and immediately start another. Salesforce assigns the new record a unique ID and opens its record page.
Most objects have a required name or number field, such as Account Name or Last Name on a Contact, that identifies the record.
Fields set as required on the layout or by a universally required field setting must be filled before the record will save.
When an object has multiple record types and you have access to more than one, you choose the record type before the field panel appears.
- You need create permission on the object through a profile or permission set, or the New button will not appear.
- Validation rules can block a save even after required fields are filled, so read the error and correct the flagged values.
- Duplicate rules may warn you or stop the save if the new record matches an existing one, depending on how the rule is configured.