A Guide To Creating Custom Objects In Salesforce

Custom objects can be described as a type of “special” database table that contains unique fields and properties in order to store specific data that will be unique to your companies requirements. This is the ideal method for maintaining records that do not contain much white space or for data that is not stored in ways that are counter intuitive to other book keeping and record procedures used within your company. Below are step-by step details on creating custom objects in Salesforce.

3 Steps To Creating Custom Objects in Salesforce

Step 1

Click on the tab that features “Your Name”, then choose “Setup”, “Create” and finally “Objects.”

Step 2

Click on “New Custom Object” or you can use “Edit” in order to modify or change your existing ones.

Step 3

This is the point where creating custom objects in Salesforce becomes a bit more complicated as there are numerous fields that are provided for ,entering data. Use “Label” which is the fields used for your objects, this can be used in the point-and-click editor available in Salesforce. You can use “Plural Label” is you desire to create tabs. The chances are usually you will not require this tab so it is not of much importance when compared to the “Label” tab.

Then the tab “Starts with a vowel sound” is used when your object begins with a vowel-sound, this is an important factor for most of the languages in properly labeling your objects. The “Object Name” is used along with “Label” used mostly in API functionality in programming. Even when you are not programming, Salesforce engines still require this in order to handle these functions internally.

The tab known as “Context-Sensitive Help Setting” will define what will be displayed when a user clicks on the “Help for this page.” The “Custom S-Control” tab is described as a tab that will point to S-Control which will have the help content for an object that you have created. The “Record Name” is a type of database-style field uses for the purpose of page layouts. The “Data Type” is used for the field type used in representing the custom objects. These examples will include the auto-numbered text and fields. The default will always be text. The “Starting Number” is used for types of data that have been auto-numbered and will specify the “starting number” that will be counted from. The default should always be 0.

Reports And Activities

Finally, our creating custom objects in Salesforce guide ends up with Reports and Activities. “Allow Reports” is a tab that will allow data inside an object to be inclusive when you decide to generate a report from a specific page as well as the tables that will contain this specific data. It is highly advisable to keep this option on. “allow Activities”, this tab will allow any other users the ability to associate calendric events and tasks for a particular custom object. You can decide if this tab would be of importance for your company. “Allow Divisions”, if you already have existing divisions that have been setup in your Salesforce account, this allows any custom objects to be evident when divisions exist.