CCS - How to: Create Records
- Tim Sweeney
Analytics
Create a Record
Click on the desired Object Tab that you need to create a new record for
Click the New button at the top right of the List View
Complete the necessary fields of the New Opportunity Form and Click Save
You have now Created a New Opportunity Record which will appear in the Opportunity Object list view.
Related Records
The Related Record List component shows, in a list, a single type of record related to a record. For example, if you’re looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page. Members can create records from the list and from lookups.
When a user expands the list of related records, the Related Record List page is displayed, which uses the Related Record List component under the hood. The component may occasionally be empty. For example, if there aren't any records related to the current record, or if the current record was created in the last 24 hours, no related items populate the component.
Salesforce Help - https://help.salesforce.com/s/articleView?id=sf.rss_related_record_list.htm&type=5
Create a Related Record
Navigate to a Record such as a Client Contact
Select the Related Tab
Click the New Button in the Connections Related List
Complete the New Connection fields and Click Save.
You have now created a record that's related to the Client. You will be able to view this related record from the Related list.