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Thursday
Dec122013

Custom Objects in Salesforce

In Salesforce, you're able create a custom object to store a particular set of data where users can create and manage that data all under a tab . Today, I'm going to show you how to create a custom object in Salesforce and place its data under a tab.

 

Building the Structure of the Custom Object :

In this tutorial, I'll be creating a "Reservations" custom object to be able to create and track customer reservations.

  • To get started, go to SetupApp SetupCreateObjects. Then click "New Custom Object."

  • Next, fill in the name for the object and click "Save."

  • Under Optional Features, make sure to allow for Reports, Activities, and Tracking Field History.
  • Next, I'm going to allow for Adding Notes and Attachments. Tick the checkbox to "Launch new Custom Tab Wizard" to customize the look and feel of the tab.

Creating the Tab for the Custom Object:

Now that I've built the structure of the custom object "Reservations," I can create the Tab where the object will be stored.

  • Pick the appropriate style of the tab and click "Next'.

  • Next, add the profiles you want to see and/or use the "Reservations" objects, then click "Next".

 

  • Then, determine which Salesforce apps you want this object to be available and click "Save".


  • Finally, under Custom Fields and Relationships, create the appropriate custom fields for the object. I'm going to add a new custom field "Reservation Date and Time"
  • Now, you can see the "Reservations" tab at the top where you can create new reservations.

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