Salesforce - Custom Objects
The organization’s data will always not fit into the existing standard objects. So we can extend and customize many sales force objects to meet this need. For example, a courier company can create a custom object to store the schedule and dispatch details for every week. So these objects store the data that is unique to the business. The custom objects can also have custom fields along with the standard fields available in Salesforce.
Custom Object features
Following are the features available on Custom Objects. The features help you perform the following features −
Build page layouts to control which fields users can view and edit when entering data for the custom object record.
Import custom object records.
Create reports and dashboards to analyze custom object data.
Create a custom tab for the custom object, to display the object’s data.
Track tasks and events for custom object records.
Import custom object records.
Create a Custom Object
To create a custom object, we go to the line path as shown in the following screenshot −
Now we fill in the details of the custom object we want to create. There are mandatory fields which should be filled before the object can be saved. In our case, we give the object a name called Delivery schedule and save it.
Create a Custom Field
To Add more granularity to the business data, we can add custom fields on the custom object we created. In this case, let us add a field called delivery date to the custom object named Delivery schedule. To do this, we follow the path Setup Home → Objects and Fields → Object Manager → Deliver Schedule. Later, scroll down to the Fields and Relationship tab and click New. The page to add custom field appears wherein, we fill the details as shown below.
Next, we can verify the successful addition of the above custom field by following the same link path as above. The custom field appears as shown in the following screenshot −
Create a Custom Object
After completing this unit, you’ll be able to:
- Explain how to optimize your org with standard and custom objects.
- Create a custom object.
Your Data, Your Rules
Every business is unique. You keep and maintain valuable data about accounts and customers to help you close deals and nurture business relationships.
Recognizing that what’s most important to you and your business might not be the same for another business, Salesforce offers a way to customize your data through standard and customobjects.
Objects are the way you store your records in Salesforce. They are basically a container for spreadsheet data, account details, customer contacts, location and regional info, tracking status, and more, but are easier on the eyes and more customizable than a database. The idea is that you track everything related to your business in one place.
Let’s look at how that works.
There are some record types that are so common to most businesses that Salesforce includes them automatically. These standard objects are lead, opportunity, account, and contact. They’re a good starting point for organizing and categorizing your data.
And then there’s info that’s specific to you and your type of business. You want to track that as well, so you create custom objects.
Custom objects can be anything—you define the object and you define the type info it contains. You’re a real estate agent and need to track each home you’re selling? Create a custom object called Property that shows which homes are for sale, pending, in the offer stage, sold, and so on. You’re a recruiter? Create an object called Job Postings to track open positions. Department of Energy? A new object for your home inspections called Energy Audit.
Sample Custom Object—Energy Audit
Try It Yourself
- In your Salesforce org, click and select Setup to open Setup.
- Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.
- On the Object Manager page, click Create | Custom Object.
- For Label, enter whatever you want to call your custom object. Notice that the Object Name and Record Name fields auto-fill.
- For Plural Label, enter the plural form of your custom object name.
- Check the box for Launch New Custom Tab Wizard after saving this custom object.
- Leave the rest of the values as default and click Save.
- On the New Custom Object Tab page, click the Tab Style field and select a style you like. The style sets the icon to display in the UI for the object.
- Click Next, Next, and Save.
There you have it. Once you’ve created your custom object, you can format it with standard or custom fields within the record to further track data and activities that are meaningful to your business.
Manage Custom Objects
Create, customize, edit, delete, or truncate custom objects to extend the functionality that standard objects, like accounts and contacts, provide.
Required Editions and User Permissions
Your object management settings list the custom objects that are defined for your organization. From this list, you can:
- Define a custom object.
- Display detailed information about a custom object.
Optional features you can customize include enabling search and reports, tracking activities, tracking field history, and making the object available for the Salesforce Customer Portal.
- To update the custom object definition, click Edit and update the desired fields.
- To delete a custom object, click Del.
- To truncate a custom object, click Truncate.
- To view deleted custom objects, click the Deleted Objects link. The total number of deleted custom objects for your organization is listed in parentheses.
The detail page of the custom object provides information about various characteristics of the object, including standard fields, custom fields, field history tracking, relationships, custom links, search layouts, page layouts, and object limits. You can:
- Click individual items to display additional detail.
- To delete a custom field, click Del next to its name in the Custom Fields & Relationships section.
- Click More at the bottom of the page or View More below a related list to display more items.
- Click New to directly add new items.
Understand Custom & Standard Objects
DreamHouse is a realty company that provides a way for customers to shop for homes and contact real estate agents online. DreamHouse brokers use some of Salesforce’s standard functionality, like contacts and leads, to track home buyers.
But when it comes to selling houses, there are a lot more things they want to track. For example, Salesforce doesn’t include a standard way to track properties. How is DreamHouse supposed to know which homes they have for sale or how much each home costs?
Luckily, the Salesforce admin, D’Angelo, knows that the Salesforce platform offers a solution. We’ll work with D’Angelo to see what he’s building.
Let’s start with the data model. A data model is more or less what it sounds like. It’s a way to model what database tables look like in a way that makes sense to humans.
If you’re not familiar with databases, think about storing data in a spreadsheet. For example, D’Angelo can use a spreadsheet to track all DreamHouse’s properties. Columns can store the address, cost, and other important attributes. Rows can store this information for each property that DreamHouse is selling. Database tables are set up in a similar way.
But looking at data in tables isn’t ideal for humans. That’s where the data model comes in.
In Salesforce, we think about database tables as objects, we think about columns as fields, and rows as records. So instead of an account spreadsheet or table, we have an Account object with fields and a bunch of identically structured records.
When we talk about the data model, we’re talking about the collection of objects and fields in an app. Let’s learn more about objects and fields so you can start building your own data model.
Salesforce custom object in
Salesforce Objects – Creating Salesforce Custom Objects
Salesforce Objects – Creating Salesforce Custom Objects
Salesforce Objects :- In this salesforce tutorial we are going to know how to create Custom object in salesforce and also we came to know about different types of objects in salesforce. Creating objects in Salesforce is the very first thing we do after creating salesforce.com account.
What is Salesforce object ?
An Objects is represented as a database table which stores organization data . Objects consists of set of fields and we store data against that field. To view data Salesforce provided TABS.
Salesforce Objects types
Standard Objects: Standard Objects are those which are created by Salesforce.We can use these standard objects automatically. Example :- Accounts, contacts, chatter, Leads etc.
Custom Objects : Salesforce Custom objects are those which are created by user. We can create any number of custom objects. Example :- Student info, college etc.
Creating Custom object in salesforce.
- Go to Setup Menu.
- Configuration (Available on Side Bar).
- Now go to Build section.
- Go to create.
- Select Objects.
Now we are going to create a custom object called “Student”. Enter all the details as shown below screenshots.
- Now go to configuration which is available on side bar. Then go to Build = > Create = > Objects.
In the right side of the window we will observe a button called “new custom object”. Click on that button which allows to create a new custom object in salesforce.
Enter all the details given below. Label name is given as Student. Plural name is given as Students. This Plural name is used in other cases. We will discuss about this in further articles.
Record name will be automatically generated as given for label name. And next option is to select data type. In object creation we are having to Data types. 1) Text 2) Auto number. In our next article we can find clear details on data types.
In optional feature section we have three options they are Allow Reports, All Activities, Allow track field history. During object creation only we have to select these 3 option later on object creation we are not able set those features to a object.
Now we are taken to new screen which is shown similar to above screenshot. Here we can find Custom object details. These are the details what we have given during object creation. We find a field called “API name“. Any custom object or custom fields API names are “suffixed” with __c. It is an easier way to identify the difference between Standard Object and Custom object.
And also we observe Standard fields like Created By, Last modified by, owner, Name. These are the 4 Standard fields in a Custom Object.
How to create Salesforce Custom Objects
Custom Objects in Salesforce are those created by Salesforce user and the API name is suffixed with __C. In this Salesforce tutorial, we are going to create Salesforce custom object called “Pharma product”.
What are Salesforce Custom Objects?
Like relational Database, Data is stored in Tables which has number of Rows and columns. Force.com Databases uses Objects to store Data. So what is an Object ?
What is an Object?
Every object will have a field and a record. Force.com database is like a relational database table which stores a certain type of information in its field and records. In Salesforce Objects, Fields are corresponded as Columns and records are corresponded as Rows.
Different Types of Objects in Salesforce?
In Salesforce, Objects are of two they are Standard Objects and Custom Objects.
In Salesforce, Standard Objects are the one which are created by Salesforce.com by default. Example:- Chatters, campaign, Leads, Contacts, Opportunities and so on.
In Salesforce, Custom objects are those which are created by Salesforce user and the API name is suffixed with __C.
In Salesforce we find everything in the form of component. When we talk about components in salesforce we have to types of components they are
|Standard Component||Custom Component|
|Available in Salesforce by default||Created by User in Salesforce.com|
|Cannot be created||Can be created|
|Can be viewed||Can be viewed|
|Can be modified but to a certain extent||Can be modified to any extent.|
|Standard Components can not be deleted||Custom components can be deleted.|
|Ex:- Report, Object, Field, Vf pages, Workflow Rules etc.|
Learn how to create Salesforce custom object
Custom objects are the new objects which is created to store some unique information to our organisation. Now let us see how to create Salesforce Custom Objects. To create Salesforce custom object, navigate to Setup | Build | Create | Objects.
When we click on Objects a new page will be opened and click on new custom object as shown below.
Now let us create new Salesforce custom object. Enter Label and Plural name that you want to give for your custom object. Enter Description for every component that you create in Salesforce.
When creating custom objects in Salesforce we come across with record name and the data type. Once we created custom objects and fields we will talk about record name and data type. And finally click on save button.
What is object definition page
Object definition page defines the object. All the information regarding the object will be accessed in Object defined page.
Example:- Singular name, Plural name, Object name, API name, Created by, modified by and so on.
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Most Read ArticlesKnow everything about Organization Wide Default (OWD) Sharing SettingsWalkthrough Login SalesforceLearn about Workbench SalesforceLearn about Salesforce Sandbox Login and its NavigationLearn the complete basics of Salesforce Administrator➥ PDF Download - How to create Salesforce Custom ObjectsSours: https://www.tutorialkart.com/salesforce/how-to-create-salesforce-custom-objects/
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