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Step 1 | Select a record type from the appropriate navigation pane of the Navigator Services. The records list for that record type displays. |
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Step 2 | Either:
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Step 3 | Click the Save, Save & New, or Save & View button to save the record. |
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Step 1 | Select a record type from the appropriate navigation pane of the Navigator Services. The records list for that record type displays. |
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Step 2 | Either:
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When you select a record type from the Navigator Services, a list of records for that type displays. Below the list, an empty record Details for a new record of that type displays.
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You can upload records (as contained in a zip and/or json JSON file) from your local system to any of the following lists:
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The Upload operation takes a zip file (containing one or more files) or a json JSON file.
- For a zip file, each json JSON file in the zip file will parsed, and non-json JSON files will be ignored.
- For a json JSON file, the file is parsed to update/create a record.
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A zip can contain multiple files, where each file is could be for a different record type. For example, the zip might contain two files; one file for a task and one file for a trigger. The zip file can be uploaded from any list the that supports uploads upload (for example; tasks list, triggers list, and calendars list). When the zip file has been successfully uploaded, both the task record and the trigger record will be uploaded. A json JSON file contains data for one record type only. The
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Step 1 | Right-click any column on any list that supports uploads to display an Action menu. |
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Step 2 | Click Upload... to display the Upload dialog. |
Step 3 | Click Browse to Select a file to upload. |
Step 4 | Click Upload to upload the selected file. |
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