If you want to know how to create a custom object in Salesforce, you need to understand what an object is. The database tables in Salesforce are called objects. The objects are of two types: custom and standard. Unwrap a fresh Sales org and you will get standard objects, such as Cases, Contacts and Accounts. By default, Salesforce doesn’t offer functions appropriate for your business. So, you need to create custom objects based on your needs. In this situation, you can learn how to go about creating custom objects in Salesforce by following Salesforce tutorials.
In this tutorial, we’re going to look at how to create a custom object in Salesforce. A custom object is basically a special database table with unique properties and fields which can store special data unique to your company’s needs. This is useful for keeping records that don’t have a lot of white space or that don’t store data in a way counter intuitive to your other record and book keeping procedures within the company, so it’s pretty invaluable.
How to Create a Custom Object in SalesforceStep 1 – Click (Your Name)->Setup->Crete->Objects. Step 2 – Click “New Custom Object”, or “Edit” to modify existing ones. Step 3 – This is where it becomes somewhat involved. There are multiple fields to provide data for, and we will discuss each in a little detail now. “Label” – This is a naming field for the object, which can be referred to from Visualforce, Apex, or the point and click editor in Salesforce. “Plural Label” – This is the plural name for the object if you wish to create a tab for it. Chances are you will not, so this one isn’t as important as “Label”. “Starts with a vowel sound” – If the name starts with a vowel sound, and this is important with most languages in order to properly label the object in many instances. “Object Name” – Along with the “Label”, this is used mainly for API functionality when programming. Even if not programming, the Salesforce engine will still need this to handle it internally. “Context-Sensitive Help Setting” – This defines what to display when users click “Help for this Page”. “Custom S-Control” – This points to the S-Control that contains the help content for the object you are creating. We will discuss S-Controls in more detail in another tutorial. “Record Name” – A database-style field name for page layouts. “Data Type” – The type of field that will represent this custom object. Examples include auto-numbered fields and text. By default, it should be text. “Starting Number” – For data types that are auto-numbered, this specifies the starting number to count from. Default should be 0. “Allow Reports” – This allows the data in this object to be included when reports are generated from pages and tables that contain it. It is usually a good idea to turn this on. “Allow Activities” – This allows other users to associate tasks and calendric events to this custom object. You may or may not wish to allow this, depending on the object and the users who have access to the account. “Allow Divisions” – If yoru company has divisions set up in Salesforce, this will allow the custom object to be available for the divisions that exist. This should usually be enabled. “Track Field History” – This allows your organization to track changes to the contents of any given instance of this object in tables and pages. Such things as who changed data, who modified the object, and when are common data in this tracking. “Deployment Status” – Determines whether other users may see this custom object or not. “Add Notes & Attachments” – Allows users to attach notes to records using this custom object. “Launch the New Custom Tab Wizard” – If enabled, the wizard will launch to create a custom tab for this object after you save it. Step 4 – Click “Save”.
Now that you have learned how to create a custom object in Salesforce, you can view your custom objects in the Objections area of Sales. The standard objects, on the other hand, are found under the menu called Customize.
Here you need to keep in mind that the object is no connection with any other object. Custom fields need to be created to make these objects useful, which will be used for tracking date relevant to vehicles and repairs and make a link with other objects.
Hopefully, now you have a pretty good idea as to how to create a custom object in Salesforce. If you have read this article and watched many Salesforce tutorials, you can easily create a custom object.
While the data involved is a bit convoluted when unfamiliar with database creation of this sort, it is mostly straightforward. In 4 steps, we have learned how to create a custom object in Salesforce.