Creating A Custom Object In SalesForce

Reading this article, you can learn how to create and use a Custom Object (Customer) in SalesForce.

About SalesForce

 
Salesforce is a cloud-based online solution for customer relationship management (CRM). SalesForce provides all of our departments like marketing, sales, commerce, and service with a shared view of our customers with a single integrated CRM platform.
 

About SalesForce Objects

 
The Salesforce app is a set of objects, fields, and other functionalities that support developing a business process. Objects are tables in the Salesforce database that store the specific information, which is called standard objects like accounts and contacts. Custom objects are the property object. Records are rows in object database tables. Records are the actual data associated with an object. Fields are columns in object database tables. Both standard and custom objects have fields. On our property object, we have fields like address and price.
 
Reading this article, you can learn how to create and use a Custom Object (Customer) in SalesForce.
 
The prerequisites for creating a Custom Object in SalesForce are: 
 
Register a Salesforce Free Trial account using the following link (https://www.salesforce.com/in/?ir=1)
 
Step 1
 
Log into your Salesforce Account and click "Setup".
 
Creating A Custom Object in SalesForce
 
Step 2
 
Click the "Object Manager".
 
Creating A Custom Object in SalesForce
 
Step 3
 
After clicking the Object Manager, click "Create" and select "Custom object".
 
Creating A Custom Object in SalesForce
 
Step 4
 
In the New Custom Object section, set the following features:
 
  • Enter the Label as Customer,
  • Plural Label as Customers,
  • Object name as Customer,
  • Record Name as Customer Id,
  • Data type as Auto Number,
  • DisplayFormat as Cid-{000},
  • Starting Number as 1,
  • Select all in the Optional features,
  • Enable "Allow Search",
  • Enable all "Object Creation" options and click the "Save" button.
 
Creating A Custom Object in SalesForce
 
Step 5
 
After clicking the "Save" button, set the Tab style and click the "Next" button.
 
Creating A Custom Object in SalesForce
 
In the next step, set the tab visibility to the profile and click the "Next" button.
 
Creating A Custom Object in SalesForce
 
Set your custom tab availability in Apps and click the "Save" button.
 
Creating A Custom Object in SalesForce
 
Step 6
 
Now, we can verify the added custom object (Customer Id) through App Launcher.
 
Creating A Custom Object in SalesForce
 
Select the Sales App.
 
Creating A Custom Object in SalesForce
 
Select the "New Customer" option from the Customers tab.
 
Creating A Custom Object in SalesForce
 
The new customer is created with a Customer ID. Click "Save".
 
Creating A Custom Object in SalesForce
 
Customer ID is generated with Auto-number format.
 
Creating A Custom Object in SalesForce
 
One more customer is created with the new customer ID generated with Auto-number format.
 
Creating A Custom Object in SalesForce
 

Summary

 
Now, you have successfully created and tested the custom object in the SalesForce environment.