Save & New
A standard button in Salesforce record creation forms that saves the current record and immediately opens a new blank record of the same type, streamlining bulk data entry workflows.
Definition
A standard button in Salesforce record creation forms that saves the current record and immediately opens a new blank record of the same type, streamlining bulk data entry workflows.
In plain English
“Save & New is a standard button in Salesforce record creation forms that saves the current record and immediately opens a new blank record of the same type. It's a time-saver when you're entering multiple records in a row.”
Worked example
An ops analyst at Zillerton Bottling, a beverage distributor, is creating 40 sample Account records for a new market expansion. Rather than clicking Save and then navigating back to create another, she clicks Save & New on each one - the record saves, immediately opens a new blank Account creation form, and pre-fills the Industry field she set on the previous one. Forty entries take 25 minutes instead of 50. The Save & New button is a small UX feature optimized for bulk-data-entry workflows where Save-and-go-back-to-list adds clicks.
Why Save & New matters
Save & New is a standard button in Salesforce record creation forms that saves the current record and immediately opens a new blank record of the same type, streamlining bulk data entry workflows. Instead of saving, navigating back to the object, and clicking New again, users can create records in rapid succession.
Save & New is a small productivity feature that matters for users who create many records in sequence: data entry specialists, event coordinators adding attendees, or admins creating test records. The time savings per record are small, but they add up when creating dozens of records.
How organizations use Save & New
Trains data entry users on Save & New for efficient batch record creation.
Uses Save & New when creating multiple test records in sandboxes.
Treats Save & New as a standard productivity feature for sequential record creation.
Test your knowledge
Q1. What does Save & New do?
Q2. When is it useful?
Q3. Where is the button?
Discussion
Loading discussion…