In this video we will show you how you can enable your fillers to not only search for records via Lookup but also how they can add a new record.
We will show you:
- A form we've set up for this example, which has an Account lookup in it.
- How to add the "Add record" option to your Lookup, which will redirect to another form.
- How to set up the other form so it creates a new Account in Salesforce.
- Test it in action.
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