Friday, 25 November 2022

CREATE CUSTOM OBJECT IN SALESFORCE

 (FOR EXAMPLE HERE WE TAKE AN OBJECT NAME AS COMPANY OBJECT AND LET SEE HOW TO CREATE THE COMPANY OBJECT)

* GO TO SET-UP AND SELECT THE OBJECT MANAGER

* FROM THE OBJECT MANAGER CHOOSE CREATE OBJECT DROP DOWN SELECT CUSTOM OBJECT

*FROM CUSTOM OBJECT GIVENTHE FOLLOWING VALUES

   IN LABEL GIVE COMPANY

   IN PLURAL LABEL GIVE COMPANIES

   IN ENTER RECORD NAME LABEL AND FORMAT(This is the Field)

    GIVE RECORD NAME AS COMPANY NAME CHOOSE DATATYPE AS TEXT

   IN OPTIONAL FEATURE IF YOU WANT ANY FEATURE FOR YOUR OBJECT SELECT HERE

   CHECKED THE ALLOW SEARCH CHECKBOX

* THEN CHECKED THE LAUNCH NEW CUSTOM TAB WIZARD AFTER SAVING THE CUSTOM OBJECT CHECKBOX AND CLICK SAVE 

* NEXT,OBJECT TAB LAYOUT WILL OPEN,IN THAT  OBJECT WILL AUTOMATICALLY POPULATED AND SELECT TAB STYLE USING SEARCH ICON AND SELECT ANY STYLE

* THE GIVE THE DESCRIBTION AS THIS IS THE CUSTOM OBJECT(Not a Mandatory) AND SELECT NEXT

* DON'T CHNAGE ANY FIELDS IN ADD TO PROFILE SIMPLY SELECT NEXT

* NEXT,CHOOSE ANY APPLICATION IN ADD TO CUSTOM APPS LAYOUT AND SELECT SAVE

* NOW THE COMPANY OBJECT IS CREATED 

USE ABOVE THESE STEPS TO CREATE THE CUSTOM OBJECT

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