As you may undoubtedly be aware, salesforce CRM has native objects such as accounts, leads, opportunities and so on. Nevertheless, there are some kinds of records that cannot be accommodated in these standard objects. Given, you can choose to store such data across different records in the native objects. But doing so, usually leads to haphazardly organized records. With this in mind, salesforce has provided custom objects, which are specifically meant to hold records that don’t fall under any of the preexisting standard objects. In such occasions, custom objects facilitate for an enhanced level of convenience as well as excellent records organization. To which end, this article is designed to elaborate on how to create a custom object in Salesforce and while at it, also list some of the most notable benefits of doing so.
The Benefits of Learning How to Create a Custom Objects in Salesforce
Custom objects #1: What are the benefits of custom objects?
As earlier mentioned, the primary goal of creating custom objects is to effectively store data that doesn’t fit the criteria of standard objects. Additionally, it is important to point out in this Salesforce training material, that the creation of custom objects leads to better reporting. Salesforce provides the same built-in features, and sometimes, even more, as standard objects when it comes to reporting of records stored in custom objects. This allows the user to create immensely elaborate reports that offer additional information, which in extension can lead to obtaining better business insights.
Custom objects #2: How to create a custom object in Salesforce
This article on how to create a custom object in Salesforce will now take a closer look at just how to do this. The requirements of how to customize Salesforce in this given area, is an account in sandbox performance, unlimited or enterprise edition organization. Alternatively, having an account in developer organization is also permissible. The first thing you need to do is to log in into your given account, and navigate to the “management settings” for custom objects. If you happen to be utilizing Salesforce classic, proceed to click on “new custom object.” As for lightning experience, choose “create custom object”. You should then input the label and plural labels of the object you wish to create, and after which you should click on the “save” button. This is essentially all it takes to learn how to create a custom object in Salesforce, but it wouldn’t be any good without some custom fields.
Therefore, this Salesforce help desk article will go a step further and show just how to create a custom field. Navigate to the “custom fields & relationships” part of the custom object page you have just created and click on “new”. You will then be prompted to select the appropriate datatype value and length. After doing this, you can select the right decimal places, before clicking on next. This will prompt you to accept the default values for field level security, and ultimately allow you to save your custom field. It’s important for you to learn how to create a custom object in Salesforce in order to become more efficient.