Custom objects in SalesForce. How to create and use
Today I show you how to create and use custom objects in SalesForce. Need to add some custom objects in SalesForce to increase Salesforce flexibility? Do not worry; I have a short video on how to get it.
Text instruction:
- Open salesforce.com and login to SalesForce
- Click the Setup - Create
- Find the Objects
- Click the New Custom Object button
- Scroll down
- Click the New button
- Fill the Custom Object Definition Edit block: 7.1 Enter the Label of the object 7.2 Enter the Plural Label of the object 7.3 Enter the Object Name + add a Description if you want
- Fill the Enter Record Name Label and Format block (Enter the Record Name and select Data type)
- Activate needed Optional Features: 9.1 Allow Reports 9.2 Allow Activities 9.3 Track Field History 9.4 Allow in Chatter Groups 9.5 Enable Licensing
- Activate Object Classification: 10.1 Allow Sharing 10.2 Allow Bulk API Access 10.3 Allow Streaming API Access
- Select deployment status (In Development / Deployed)
- Select Search Status (Allow search)
- Fill the Object Creation Options (Available only when the custom object is first created) block: 13.1 Add Notes and Attachments related list to default page layout 13.2 Launch New Custom Tab Wizard after saving this custom object
- Click the Save button
- Fill Details block in the New Custom Object Tab page (Object / Tab style)
- Click the Next button
- Establish profile-level security
- Click the Next button
- Fill Step 3. Add to Custom Apps page
- Voilà, you know how to create and use custom objects in SalesForce:)
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