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Custom Object Salesforce

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0% found this document useful (0 votes)
22 views2 pages

Custom Object Salesforce

Uploaded by

prabathkotti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Objects:

--------
Salesforce Objects are database tables that allow you to store data specific to an
organization.

Standard Object - Objects that are provided by Salesforce.com


Eg: Account, Contact, User, Contracts, Reports, dashboard etc.

It will be referred through API Name (Eg: Account Object the API name will be
Account)

Custom Object - Objects are created by users.


Collect information that is unique and essential to their organization
It will be referred through API Name (Eg: Student Detail is the Object then the API
name will be given as Student_Detail__c)

After creating the Custom Objects Fields should be added


Custom Object: Student Detail

Standard Fields will be created in the custom Objects


LastModifiedBy, OwnerId, CreatedById
Record Name: Name

Custom Fields:
Age -> Number
Date of Admission -> Date
Student Address -> TextArea
Student Average -> Percent
Student Course -> Picklist
Student Department -> Text
Student ID -> Text
Student Phone -> Phone

In order to load data/enter data in the Custom Object (Student_Detail__c) we need


to create a custom Tab

Custom Tab:
Custom tab will let the user to display custom object data or content in
salesforce.
In order to make the custom object display in the tab we need to create a custom
Tab.
How to create a Custom Tab?

Setup-> Home -> (Right Corner click Create and in the dropdown menu choose Custom
Tab)

Add Navigation Items


---------------------

In order to add any tabs/items


Click on the Pen Symbol (Personalize your navigation tab)
Click on All -> Choose/Enter the Tab name
Click on + button
Save

Remove Navigation Items

In order to remove any custom tabs/items


Click on the Pen Symbol (Personalize your navigation tab)
Choose the tab to be removed from the list displayed
Click on X symbol
Save

(Or) If we need to make the tab to default


Click on Reset Navigation Tab

How to display all the fields in the list View


----------------------------------------------
you need to create a list view
Click on Gear Symbol above the Table
Choose New
Give the List Name
API Name will be generated automatically
Choose All users can see this list view
Click Save

Then,

Click on Gear Symbol above the Table


Choose Select Fields to Display
Choose the Field move from Available to Visible
Click Save

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