May 18, 2024

How to Create a Custom Object in Salesforce

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Salesforce is a robust Customer Relationship Management (CRM) platform that allows users to customize their experience to fit specific business needs. One of the fundamental ways to tailor Salesforce is by creating custom objects. Custom objects are database tables that allow you to store information unique to your organization. Follow these steps to create a custom object in Salesforce:

Step 1: Log in to Salesforce

Access your Salesforce account by logging in with your credentials. Make sure you have the necessary permissions to create custom objects, usually requiring admin-level access.

Step 2: Access the Object Manager

Once logged in, navigate to the Setup area. You can find this option by clicking on the gear icon in the top right corner of your Salesforce dashboard. In the Setup menu, locate the 'Object Manager' tab. This is the area where you manage all the standard and custom objects in your Salesforce environment.

Step 3: Create a New Custom Object

In the Object Manager, you'll find a button labeled ‘Create’. Click on this button and select ‘Custom Object’ from the dropdown menu. This will open a new page where you can define the properties of your custom object.

Step 4: Define Object Properties

Here, you'll need to fill in the details of your custom object. Start by providing a label, which is the name for your object as it will appear throughout Salesforce. Also, specify a plural label for instances where Salesforce refers to multiple records of your object.

Enter an object name, which is the API name used in the backend. This should be unique and typically ends with '__c' to indicate it’s a custom object. Define the description, which helps users understand the purpose of the custom object.

Decide on other options such as record name, data type, and whether you’d like to allow activities, enable reporting, track field history, allow for bulk API access, or include the object in search.

Step 5: Set Up Object Features

Depending on your organization's requirements, you might want to configure page layouts, create relationship fields, and establish permissions. Take the time to customize these settings according to your needs.

Step 6: Save Your Custom Object

Once you've configured all the settings, click 'Save' to create your new custom object. After saving, you'll be prompted to add fields to your object. Define these fields based on the data you wish to store.

Step 7: Review and Deploy

Review all your settings to make sure everything is configured correctly. Once you’re satisfied with the custom object, make it available for your team by assigning the proper permissions and adding it to the necessary layouts and apps.

Creating custom objects is straightforward in Salesforce and allows your organization to store any type of information relevant to your processes. With custom objects, your CRM will work seamlessly with your unique business model, giving you more control over your data and how you manage relationships with your customers.