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:
Step 1
Log into your Salesforce Account and click "Setup".
Step 2
Click the "Object Manager".
Step 3
After clicking the Object Manager, click "Create" and select "Custom object".
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.
Step 5
After clicking the "Save" button, set the Tab style and click the "Next" button.
In the next step, set the tab visibility to the profile and click the "Next" button.
Set your custom tab availability in Apps and click the "Save" button.
Step 6
Now, we can verify the added custom object (Customer Id) through App Launcher.
Select the Sales App.
Select the "New Customer" option from the Customers tab.
The new customer is created with a Customer ID. Click "Save".
Customer ID is generated with Auto-number format.
One more customer is created with the new customer ID generated with Auto-number format.
Summary
Now, you have successfully created and tested the custom object in the SalesForce environment.