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  • How To Create Salesforce Custom Objects PDF

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    The document discusses how to create custom objects in Salesforce. It begins by explaining that custom objects are objects created by users with names ending in __C. It then provides steps for creating a custom object called "Pharma product" which involves navigating to Setup > Build > Create > Objects and filling out the label, name, and description fields. It also discusses what the object definition page is and the types of information it displays about the new custom object.

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    The document discusses how to create custom objects in Salesforce. It begins by explaining that custom objects are objects created by users with names ending in __C. It then provides steps for creating a custom object called "Pharma product" which involves navigating to Setup > Build > Create > Objects and filling out the label, name, and description fields. It also discusses what the object definition page is and the types of information it displays about the new custom object.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    212 views6 pages

    How To Create Salesforce Custom Objects PDF

    Uploaded by

    shiva kumar Reddy
    The document discusses how to create custom objects in Salesforce. It begins by explaining that custom objects are objects created by users with names ending in __C. It then provides steps for creating a custom object called "Pharma product" which involves navigating to Setup > Build > Create > Objects and filling out the label, name, and description fields. It also discusses what the object definition page is and the types of information it displays about the new custom object.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 6

    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
    certain type of information in it’s 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.

    Standard 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.

    Custom Objects
    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.

    Home : Salesforce Admin Tutorials

    ⊩ Salesforce Administration

    Section 1 : Getting Started

    ⊩ What is Salesforce.com

    ⊩ What is login.Salesforce.com

    ⊩ Enabling Caching and Automcomplete at Salesforce login

    ⊩ Overview of ERP and CRM

    ⊩ What is Cloud Computing

    ⊩ Why Salesforce CRM is #1 on Demand

    Section 2 : Designing your Data Model

    Section 3 : Building your Data Model

    ⊩ Understanding Salesforce.com application

    ⊩ How to create an App in SFDC?

    ⊩ How to create custom object in SFDC

    ⊩ Creating fields using different field types in Salesforce.com

    ⊩ Overview on Salesforce Object Relationships

    ⊩ How to create Master Detail relationship in SFDC?

    ⊩ Cannot create Master Detail Relationship?

    ⊩ How to create Lookup relationship in salesforce.com?

    ⊩ How to create Many to Many Relationship in Salesforce?


    ⊩ What is Schema Builder

    Section 4 : Implementing Business Logics

    ⊩ What is a Formula Filed?

    ⊩ What are Cross Object Formulas?

    ⊩ What are Validation Rules?

    ⊩ Roll up Summary Fields

    ⊩ Field Dependencies

    Section 5 : Setting up User Interface

    ⊩ Page Types and Page Elements

    ⊩ What are page Layouts?

    ⊩ Home page layouts and components

    ⊩ Why Documents are used in Salesforce

    ⊩ List Views

    Section 6 : Customizing Standard Salesforce Application

    ⊩ How to Customise Standard Salesforce application

    Section 7 : Salesforce Security Model

    ⊩ Overview on Salesforce security Model

    ⊩ How to create New Users in SFDC?

    ⊩ What is SAML?

    ⊩ Public groups in Salesforce

    ⊩ Role Hierarchies in Salesforce.com

    ⊩ How to create and manage Profiles

    ⊩ What is Field Level Security?

    ⊩ How to use Permission Sets?

    ⊩ Control Record visibility using Organisation wide Defaults

    ⊩ Control Record visibility using Role Hierarchy

    ⊩ Control Record visibility using Sharing Rules

    ⊩ What are Record Types and how can we configure

    ⊩ What are Page Types and page Elements

    Section 8 : Data Management

    ⊩ Different Data Management Tools

    ⊩ How to install Apex Data Loader in macOS and Windows

    ⊩ How to Insert a record using Apex Data Loader

    ⊩ How to Update and Insert records Apex Data Loader


    ⊩ How to Update and Insert records Apex Data Loader

    ⊩ How to Delete and Export records Apex Data Loader

    Section 9 : Salesforce.com Audit

    ⊩ Field History Tracking

    ⊩ Setup Audit Trail

    Section 10 : Automate Business Process

    ⊩ How to create New Email Template in Salesforce

    ⊩ Salesforce Workflow Rules Overview

    ⊩ Creating Workflow rules with Rule Criteria & Workflow actions

    ⊩ Configuring Approval Process

    ⊩ Assignment rules for Leads and Cases

    Section 11 : Reports and Dashboards

    ⊩ What is a report in Salesoforce and how we create them?

    ⊩ Salesforce Reports and Dashboards Overview

    ⊩ How to use report builder?

    ⊩ How to create Summary reports?

    ⊩ How to create matrix reports?

    ⊩ How to create salesforce Dashboard, Different Dashboard Components, Customizing Dashboard Components, How to
    create Dynamic Dashboard in Salesforce, Deleting and Printing Salesforce Dashboards

    ⊩ Creating Dashboards with Dashboard Components for Tabular and Joined Reports

    Section 12 : Salesforce Service Cloud

    ⊩ Overview on Salesforce Service Cloud

    Section 13 : Portal and Sites

    Section 14 : AppExchange

    ⊩ What is Salesforce AppExchange.

    Section 15 : Managing Sandboxes

    ⊩ What is Salesforce Sandbox?.

    ⊩ Different Sandboxes and Sandbox Environment Types.

    ⊩ How to create Salesforce Sandbox template?.

    ⊩ How to create Salesforce Sandbox?

    ⊩ How to login Salesforce Sandbox?

    Section 16 : Salesforce lightning

    ⊩ How to create Salesforce custom domain?

    ⊩ What is Salesforce lightning Experience?


    ⊩ What is Salesforce lightning Experience?

    ⊩ What is Salesforce lightning component Framework?

    ⊩ Creating first Salesforce lightning App

    ⊩ Styling Salesforce lightning App

    ⊩ Lightning Componnet : aura:attribute tag

    ⊩ What is Salesforce DX?

    ⊩ Create Salesoforce DX project

    ⊩ Salesforce Dev Hub Setup step-by-step

    ⊩ Creating Sratch Org

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