Salesforce ExercisesReliable record editingYour progress
LESSON 10 / 60 · CUMULATIVE REVIEW

Record essentials skill review

Creating and editing are different operations.

7 min
  1. 1Understand
  2. 2Guided practice
  3. 3On your own
THE IDEA

Record essentials skill review

Creating and editing are different operations. A new enquiry needs a new lead, while an existing prospect’s changed title belongs on their current record.

This review asks you to preserve existing information while adding a complete new record. Check the person’s name before each operation.

Builds on Create a useful lead record

A WORKED EXAMPLE

A simple example

One inbox message can introduce a new prospect while another corrects a known prospect’s job title.

A common mistakeEditing the wrong record can be harder to notice than leaving a required field blank.

Words you’ll use in this lesson
Record
One saved item in an object, such as one company or one person.
Required field
Information that must be supplied before a record can be saved.
Owner
The teammate accountable for a record.