Create and Update Custom Object Records

Once your custom object exists, here's how to actually populate it and keep records current.

Creating a new record

1. Open the object from the left navigation (for example, Pets or Properties).
2. Click Add in the top right.
3. Fill in the primary field.
4. Click Save, or Save and Add Another for entering several records back-to-back.

Updating an existing record

1. Open the object's list and find the record you want to change.
2. Click Edit.
3. Update whatever fields need changing.
4. Click Save to apply the changes, or Cancel to discard them.

Keeping this simple for your team

Anyone on your team with the right access can create and maintain custom object records — it works the same as editing a contact or opportunity record.