> For the complete documentation index, see [llms.txt](https://docs.mashmatrix.com/mashmatrix-sheet/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mashmatrix.com/mashmatrix-sheet/functions_about_books_sheets/create_a_new_book.md).

# 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.

![](https://2214743720-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOYt1c4qdNlLlHO5tcs5o%2Fuploads%2Fgit-blob-b34847ef4dd5340dcb5a8add463fb77253e7ceb1%2Ffig057%20\(1\).png?alt=media)

![](https://2214743720-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOYt1c4qdNlLlHO5tcs5o%2Fuploads%2Ff397KwVfh31msglUAicf%2FCleanShot%202026-08-26%20at%2008.51.14%402x.png?alt=media\&token=6a5a205e-c106-4b08-b212-2d3a3a792faa)

1. As the list of Salesforce objects is displayed in the "Salesforce" tab of 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. Click the "Create" button displayed at the bottom right of the dialog.
3. 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.

{% hint style="warning" %}
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.
{% endhint %}

<figure><img src="https://2214743720-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOYt1c4qdNlLlHO5tcs5o%2Fuploads%2Fgit-blob-d9b7ff98f7410e420c96a87bc88bf83966970809%2Fnew_draft_book.png?alt=media" alt=""><figcaption></figcaption></figure>

A newly created book is initially created in draft status, and a Draft badge is displayed next to its title "Untitled \[*{creation date and time}*]".

Books in draft status are grouped together in a dedicated section in the navigation menu.

You can exit draft status by double-clicking the book name in the book header and setting a new book name. You can also exit draft status by moving the book to a folder. For details on how to move a book, see "[Move Book](/mashmatrix-sheet/functions_about_books_sheets/move_book_to_folder.md)".

{% hint style="warning" %}
A book in draft status will be subject to automatic deletion 7 days after its creation.
{% endhint %}

## Create a New Book by Specifying a Folder <a href="#create-book-in-folder" id="create-book-in-folder"></a>

You can also create a new book by specifying in advance the folder in which to create it. A book created this way does not go into draft status, and is stored in the specified folder from the beginning.

To create a new book by specifying a folder, follow the procedure below.

1. In the navigation menu, click the gear icon menu of the target folder.
2. Select "New Book" from the menu.
3. Enter the "Name" of the book in the displayed dialog.
4. Select the object you want to display in the sheet in the book.
5. Click the "Create" button displayed at the bottom right of the dialog.

{% hint style="info" %}
This operation is available when you have the Add access level or higher for the target folder. For details on access levels, see "[Manage Book Access](/mashmatrix-sheet/functions_about_books_sheets/manage_book_access_level.md)".
{% endhint %}

## Create a Book that Unites Multiple Objects <a href="#create-union-book" id="create-union-book"></a>

From the "Union" tab of the "Create New Book" dialog, you can create a book whose first sheet is a union sheet, which displays and edits records of multiple Salesforce objects together in a single sheet. For details, see "[Union Sheet](/mashmatrix-sheet/functions_advanced/union_sheet.md)".