Create or add an item

You can create and add posts, polls, files, pictures, tasks, and call logs to your Salesforce records. The types of items that you can create or add depend on the tab you're viewing.

  1. Tap the relevant tab.
  2. If necessary, tap the item that you want to create or add an item to.
  3. Tap The Create icon or The Add icon.
    • To create a post, tap The Post icon.
    • To add a file, tap The File icon.
    • To log a call, tap The Log Call icon.
    • To add a poll, tap The Poll icon.
    • To add a task, tap The Task icon.

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