Creating A Custom Object In Salesforce

Salesforce offers a variety of certifications to enhance your knowledge of Salesforce like Salesforce Administrator, Developer, Certified Sales Cloud Consultant. If you attain at least one Salesforce certification, you will get to know the overall basics of Salesforce right from object creation to workflow rules.

If you are planning to create a custom object, then you should have knowledge of the object. Salesforce Training Institute in Chennai contains specific database tables which are called as objects. The objects can be further classified into two types. They are the custom and the standard objects. When you start with a new Salesforce org, you will be able to find the standard objects like cases, accounts, and contacts well in advance.

Salesforce in specific doesn’t offer any functions to run your business. When you want to customize the Salesforce page to suit your company’s needs, then it is better to create custom objects.

Since Salesforce as such is user-friendly and can get things done through simple drag and drop options, creating a custom object is relatively easy.

When To Create A Custom Object In Salesforce

When you start to develop an app in Salesforce, then you should allot the right details under an object. For example, if you are preparing an app for automobile repairs and related expenses then you should create separate custom objects for them. One can be used to denote the tracking of vehicles, and another one is to check the details regarding repair.

Steps To Create Custom Object In Salesforce

As a said before creating a custom object is relatively straightforward, and I will train you on how to build a custom object.

First, you should start by providing your login credentials for Salesforce developer org if you have already registered. If you haven’t already registered, then you have to go ahead and register with Salesforce by providing your details.

To create a custom object, you should start by clicking setup, create and then objects.

1.On the top corner of the page, you can see select “New Custom Object.”

2.You can mention “Repairs” on the label.

3.In the plural label area Enter “Repairs” as well.

Though this is not mandatory for your better understanding and easy understandability for others, it is better to note down a brief note in the description area.

You should make some changes in the “Enter Record Name” level and the format section

  • Data type – Autonumber
  • Display Format- repair-{000000}
  •    For the first number mention 1

If you want additional features, then you check the box for “track field history, allow activities and allow reports.”

For classifying the objects you should check all the boxes. This is the first step towards the creation of custom objects, and you should be now ready to save the settings.

Steps To Create The Second Object

The steps to be followed for the second object will be much similar to the first object created. You should now go ahead in creating a second object to create tracking vehicles.

Tab Style- You choose the keys when you want the style of the tab.

Record Name- You should enter the number or name of the vehicle. So it is better to mark them as text instead of an auto number.

Object Name- You can choose automobiles for calling the object.

How To View Custom Objects

Once you know the steps on creating a custom object, then you can quickly view the custom objects in the area of sales. Under the menu “Customise” you can find the standard objects.

On the page top, you will find settings which were set up by you and can find basic fields namely created by, Modified By and Name Field.