Quick Add

Use the Quick add button to add objects and activities to Salesforce such as leads, contacts, accounts, opportunities, task, cases, logging calls, and booking meetings.

A full screen view appears with all the record details you want. These views are customizable, go to “Add/reorder fields” in the bottom of the card to add fields. It’s also possible to get any object, even custom objects in Quick add, by using the Flow Admin panel.

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