Create a New Record

To create a new record, follow the steps below.

1. Scroll to the bottom of the table on the sheet and click the [A] "+ (Add New Record) " button below the last row.

   • The "+" button is only displayed when "Create New Record" is checked in the "Allowed Operation" section of the sheet settings.

   • The number of newly created records will change according to the position of the "+" button you click.

2. Rows are added to the sheet and you can input new record data.

3. After entering the required information, press the "Save" button to save the record data to Salesforce.