May 18, 2024

How to create custom objects in Salesforce

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Creating custom objects in Salesforce is a cornerstone for customizing your CRM to fit your business' specific requirements. Custom objects allow you to store information unique to your organization. Let's dive into the steps on how to create custom objects in Salesforce:

  1. Log in to Salesforce: Start by logging into your Salesforce account with appropriate permissions to create and modify objects.

  2. Go to Setup: Once logged in, navigate to the "Setup" area of Salesforce. You can find this option in the upper-right corner of the Salesforce interface, often represented by a gear icon.

  3. Enter Object Manager: Within Setup, you'll find a selection of tools. Look for and click on "Object Manager." This is where you can manage all the objects within your Salesforce environment.

  1. Create New Object: Inside Object Manager, locate and click on the "Create" dropdown menu, and select "Custom Object" to begin crafting your new object.

  2. Define the Custom Object:

  • Label: Enter a label for your object. This is the name that users will see.
  • Plural Label: Provide a pluralized version of the name for instances where multiple records are displayed.
  • Object Name: This will be used by the API and managed packages. It should be unique and not easily confused with other objects.
  • Description: Though optional, a description can provide users with information about the purpose of the object.
  • Record Name: Assign a name for individual records. This could be a number, text, or a combination of both.
  • Data Type: Choose the data type for the record name; for instance, an auto-number for unique identifiers or text.
  • Starting Number: If using auto-number, set the starting number for the first record.
  1. Set Object Options: Salesforce offers several standard object options like "Allow Reports," "Allow Activities," and "Track Field History." Check the options that best suit your requirement for this custom object.

  2. Save: Once you’ve configured all the settings, click the "Save" button.

  3. Add Fields: After saving your custom object, now add custom fields by clicking the "New" button in the custom fields and relationships section. Choose the type of field you need, fill in the required details, and save. Repeat this process for any additional fields.

  1. Add to Page Layout: Customize how your object's records are presented by modifying the page layout. This defines which fields are visible and how they are arranged.

  2. Assign Security: Set the appropriate permissions to control which users or profiles can access the new custom object and how they can interact with it.

  3. Create Tab: Optionally, you can create a custom tab for your new object so that users can easily access it from within the Salesforce interface.

  1. Test: Finally, make sure to test your new custom object by creating, editing, and viewing records to ensure it works as intended and fits into your business processes.

By following these steps, you can create a custom Salesforce object that enhances your organization's efficiency and specificity, ensuring that the CRM works for you, not the other way around.