Salesforce Object: Objects are nothing but Tables in regular database. The entire application data is stored in the Object.
> There are two types of Objects.
1. Standard Objects.
2. Custom Objects.
Standard Objects: These are the Objects, Which are provided by salesforce.com to meet global CRM functionalities.
Eg: Accounts, Contacts, Leads, Products, Campaigns, Cases, Solutions, Reports, Dashboards..
Custom Objects: Custom Objects are created by the user to meet his organizational business requirements. These are the main things of any application.
> Custom Objects provide a structure for storing data.
> Custom Objects have properties such as
1. Custom fields.
2. Relationship to other objects.
3. Page layouts.
In Classic Navigation: Click on your name--> Setup--> Build --> Create --> Objects --> New Custom Object. You will get below console.
-Then click on "New Custom Object" button. You will above screen and fill the fields with respective data.
here Object label : This is the name in which object is visible to the users.
Object Name : If we want to refer to the object programatically we use this name.
Plural Name: If we create a tab for an object 'Plural Name' is displayed on tab panel. Ex: if we want to create a object called Student then plural name Students will be displayed on Tab panel.
Context Sensitive Help: On every object , Salesforce provide help link. When we click on the link Salesforce standard page will open. In case if you want to define your own help page you can redefine the help page.
Record Name: Salesforce by default creates a this field. This is required field. It allows two data types, I.e Text & Auto Number. If we choose Text as a datatype user has to manually enter the alphanumeric data. If we choose Auto Number as the datatype, System would automatically generate a number based on the number we have given. Ex: EID-{001} .
Optional Features: These options can be enable or disable at the time of creating an object or later at any stage of the application development. They are
Allow Reports: if we enable this option we can create reports on the object data.
Allow Activities: If we enable this option we can create tasks & calendar events on an Object.
Track Field History: If you enable this option any changes that are made on the fields of the Objected are tracked.
Deployment Status :
In Development : If you specify the status as in development the process of development is not at completed and don’t show object any user except system Admin.
Deployed : The process of development is completed and users can access the object based on the Security model of the organization.
Object Creation options
These options can be enabled or disabled only at the time of creating a object .
There are two options ;
1.Add notes and Attachments to related list of the record :
If you enable this option we can add notes and attachments to the related list of the record like
Email attachment
2.Launch new Custom Tab wizard after saving the object :
If you enable this option once the object is saved it will automatically takes navigation to tab creation page.
After entering all the fields click on 'save' button .
Note: If we doesn't select the option called ' Launch New Custom Tab Wizard' from from above step, the object will save without Tab creation on tab panel, Then we have to create tab again for this object. If we click that option, Tab will be appeared in Tab Panel.
Tags: Object in salesforce how to create custom object in salesforce
> There are two types of Objects.
1. Standard Objects.
2. Custom Objects.
Standard Objects: These are the Objects, Which are provided by salesforce.com to meet global CRM functionalities.
Eg: Accounts, Contacts, Leads, Products, Campaigns, Cases, Solutions, Reports, Dashboards..
Custom Objects: Custom Objects are created by the user to meet his organizational business requirements. These are the main things of any application.
> Custom Objects provide a structure for storing data.
> Custom Objects have properties such as
1. Custom fields.
2. Relationship to other objects.
3. Page layouts.
How to create Custom Object in Salesforce :
In Lightning Navigation : Setup--> Object Manager--> Create--> Custom Object
-Then click on "New Custom Object" button. You will above screen and fill the fields with respective data.
here Object label : This is the name in which object is visible to the users.
Object Name : If we want to refer to the object programatically we use this name.
Plural Name: If we create a tab for an object 'Plural Name' is displayed on tab panel. Ex: if we want to create a object called Student then plural name Students will be displayed on Tab panel.
Context Sensitive Help: On every object , Salesforce provide help link. When we click on the link Salesforce standard page will open. In case if you want to define your own help page you can redefine the help page.
Record Name: Salesforce by default creates a this field. This is required field. It allows two data types, I.e Text & Auto Number. If we choose Text as a datatype user has to manually enter the alphanumeric data. If we choose Auto Number as the datatype, System would automatically generate a number based on the number we have given. Ex: EID-{001} .
Optional Features: These options can be enable or disable at the time of creating an object or later at any stage of the application development. They are
Allow Reports: if we enable this option we can create reports on the object data.
Allow Activities: If we enable this option we can create tasks & calendar events on an Object.
Track Field History: If you enable this option any changes that are made on the fields of the Objected are tracked.
Deployment Status :
In Development : If you specify the status as in development the process of development is not at completed and don’t show object any user except system Admin.
Deployed : The process of development is completed and users can access the object based on the Security model of the organization.
Object Creation options
These options can be enabled or disabled only at the time of creating a object .
There are two options ;
1.Add notes and Attachments to related list of the record :
If you enable this option we can add notes and attachments to the related list of the record like
Email attachment
2.Launch new Custom Tab wizard after saving the object :
If you enable this option once the object is saved it will automatically takes navigation to tab creation page.
After entering all the fields click on 'save' button .
Note: If we doesn't select the option called ' Launch New Custom Tab Wizard' from from above step, the object will save without Tab creation on tab panel, Then we have to create tab again for this object. If we click that option, Tab will be appeared in Tab Panel.
Tags: Object in salesforce how to create custom object in salesforce
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