Manage Records > Creating records
  

Creating records

You can create and save business entity records. Based on your user role, you might need to send the records for approval. Customer 360 SaaS validates the fields before saving a record.
For example, you can use the Person business entity to add data, such as personal information and contact details. Also, you can use the Organization business entity to add data, such as the name of an organization and its contact and financial details. You can also add related records and dynamic field definitions to a business entity record.
When you create an organization or person record, you can use CLAIRE recommendations to enrich the record with additional information from external data providers. To enrich the record, your administrator must have set up external data providers.