How To Create A Custom Object In Salesforce

How To Create A Custom Object In Salesforce

1. Log in to Salesforce: Access your Salesforce account.
2. Go to Setup: Click on the gear icon in the top right corner.
3. Find Object Manager: In the Setup menu, select "Object Manager."
4. Click on "Create": Choose the "Create" button to start a new object.
5. Select "Custom Object": Choose the option for a custom object.
6. Fill in Object Details: Enter the object name, label, and other required fields.
7. Set Object Properties: Choose settings like record name and data type.
8. Configure Optional Features: Enable features like reports, activities, and track field history.
9. Save the Object: Click the "Save" button to create your custom object.
10. Add Fields: Create custom fields to store specific data for your object.
11. Set Field Permissions: Define who can view or edit the fields.
12. Customize Page Layout: Arrange how the object appears in the user interface.
13. Test Your Object: Create a sample record to ensure everything works as expected.