Salesforce is a cloud-based CRM software company, it can provide sales cloud, service cloud, Salesforce maps, Salesforce block-chain, sustainability cloud, Einstein platform and many features for customers. Salesforce objects store customer data -- it works like a database . These objects are classified by two types: tandard object and custom object. Both custom and standard objects have fields.
About Salesforce Objects
Standard Objects
Standard objects are predefined by Salesforce. These objects are Accounts, Contacts, Leads, etc.
Custom Objects
Custom objects are created by users. It's based on our requirements.
By reading this article you can learn about how to create a custom object in the Salesforce lightning platform. We will start with a step by step procedure.
Prerequisites for creating custom object
Before login, you must sign up in the Salesforce lightning platform account.Click this link for signup in
trailhead.
Step 1
Login to the Salesforce lightning platform by clicking this
link.
Step 2
After you successfully login, you can enter in the trailhead landing page. After you launch the trailhead playground or Salesforce developer edition, if you do not setup any trailhead playground in trailhead, you must refer to the
Salesforce trailhead playground management module. It's very helpful to setup the trailhead playground.
Step 3
If your Trailhead playground setup is completed, launch your playground in trailhead.
Your playground is successfully launched, after that you can see the main page of trailhead playground (lightning platform). For creating tacustom object in the setup page, now we can move on to setup page.
Step 4
Click setup icon at the top right corner of our webpage. Now select setup option. Next, we are forwarded to setup page.
Step 5
Now we are seeing salesforce lightning setup page. First we can click Object Manager and then select New object in Navigation tab. You can forward to New Custom object page.
Step 6
In this custom object page, you can fill the object label, plural name, object name and description. You can refer to the below image for references,
Step 7
Next, record name fields are automatically populated. Change the record name filed for your wish, otherwise you can leave it and enable an allow report checkbox in optional features.
Step 8
Next, select the Allow Search checkbox under the search status section and select the "Launch the new custom tab" wizard after saving the custom object. Check that all fields are filled, and after that you can click the Save Button.
Step 9
After saving, the page can automatically go to Custom Tab Style page. Now you can click tab-style search box icon for selecting the custom tab style.
Step 10
Click the tab-style search box, and a new window can be opened in your browser. Select any one of the tab-styles for created custom objects.
Step 11
Select any one style from that palette, click the Next button at the bottom of our Lightning page to move to the next setup page.
Step 12
In the Add to Profile page, select "Apply one-tab visibility to all profiles" [Default on]. Click Next to move to add to custom app page.
Step 13
There is no need to change anything in this page, scroll down and click the Save button to save the object configuration setup.
Step 14
Finally, Custom object is created in Salesforce lightning platform. The custom object details page shows details about your created custom object.
Step 15
Now, we can verify the created custom object (C-sharp Corner) through App Launcher. Click the App Launcher icon
Step 16
In App launcher C-sharp corner object name is displayed.
Step 17
Click a created object name (C-Sharp Corner). Now we have finally tested the created object.
Summary
Now, you have successfully created and tested the custom object in the Salesforce Lightning Platform.