Custom Objects: Quick Look - Create a Custom Object

Study Notes

### Study Notes: Creating a Custom Object in Salesforce

#### Learning Objectives:

1. Optimize your org with standard and custom objects.

2. Create a custom object.

### Understanding Objects in Salesforce

Objects in Salesforce are containers for storing records. They help in tracking various data like spreadsheet data, account details, customer contacts, location info, tracking status, and more. Objects are customizable and visually friendly compared to traditional databases.

#### Types of Objects:

1. Standard Objects: Predefined objects common to most businesses.

Examples: Lead, Opportunity, Account, Contact.
These objects help organize and categorize basic data relevant to most businesses.

2. Custom Objects: User-defined objects specific to your business needs.

Examples: Property (for real estate), Job Postings (for recruitment), Energy Audit (for Department of Energy).
Custom objects allow tracking of data and activities unique to your business.

### Steps to Create a Custom Object in Salesforce

1. Access Setup:

In your Salesforce org, click on Setup.
Select Setup to open the Setup menu.

2. Navigate to Object Manager:

Click on the Object Manager tab.
If you don’t see it, enter Object Manager in the Quick Find box.

3. Create a Custom Object:

On the Object Manager page, click Create and then select Custom Object.

4. Define Object Details:

Label: Enter the desired name for your custom object. The Object Name and Record Name fields will auto-fill based on this label.
Plural Label: Enter the plural form of your custom object name.
Check the box for Launch New Custom Tab Wizard after saving this custom object.
Leave the rest of the values as default and click Save.

5. Customize Object Tab:

On the New Custom Object Tab page, click the Tab Style field.
Select a style you like, which will set the icon for the object in the UI.
Click Next, Next, and Save.

### Summary

After creating a custom object, you can format it with standard or custom fields to track data and activities meaningful to your business. This customization enhances your ability to manage unique business processes and data effectively within Salesforce.

### Additional Tips

- Custom Fields: Enhance your custom objects by adding custom fields to capture specific data points.

- Relationships: Define relationships between custom objects and standard objects to maintain data integrity and relevance.

- Page Layouts: Customize the layout of your custom object’s records to ensure a user-friendly interface.

- Reports and Dashboards: Utilize custom objects in reports and dashboards for insightful business analytics.

By leveraging standard and custom objects, Salesforce allows you to tailor the CRM experience to fit your unique business needs, providing a robust platform for data management and business process automation.