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How to Create Record in Salesforce

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Here’s how to create a record in Salesforce to store and track essential information:

1. Go to Setup and navigate to Object Manager.

2. Select the Account object.

3. Click on Record Types in the left panel.

4. Click New to create a new record type.

5. Enter the required details and check the Active box.

6. Mark other profiles as Unavailable, keeping Standard User and System Administrator as Available.

7. Assign a single Page Layout to all profiles.

8. Click Save to complete the setup.

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