Create a New Book

To create a new book, follow the steps below. When creating a new book, a sheet will also be created at the same time.

1. Click the "+ (Create New Book)" button at the bottom of the sidebar.

1. As the list of Salesforce objects is displayed in the dialog, select the object you want to display in the sheet in the book.

   • If you can not find the object you are looking for, you can search by entering keywords in the search box.

2. Enter the name of the book if you want to name it explicitly. The default book name is automatically populated with the name of the selected object.

3. Click the "Create" button displayed at the bottom right of the dialog.

4. The newly created book is added to the navigation menu, and the record list of the selected Salesforce object is displayed in the sheet in the book.

For users who are assigned only to the "Mashmatrix Sheet User (Read Only)" permission set, the "Create New Book" button is hidden and new books can not be created.