How to Create a Custom Object in Salesforce

Here we are describing the revival of using objects in salesforce. There are two types of objects in the salesforce. Custom object and standard object.

Custom objects are the objects that are created by the users. The information shared by the custom object is vital to their organization. In this tutorial, we will learn, how to create a custom object in salesforce.

Standard objects are the objects that are involved with the salesforce. The common objects are Contact, Lead, Account, etc. And in this tutorial, we will cover the custom object

  • How to build custom object in Salesforce lightning
  • How to create a new custom object in Salesforce Classic
  • How to make a custom object visible in Salesforce
  • How to see custom objects in salesforce lightning

How to build Custom Object in Salesforce lightning

Custom objects are the new object that is created to supply some vital information to their organization.

For building a custom object in the salesforce follow the following steps:

Step 1: Firstly login to the salesforce account and then click on the gear icon that is present at the top of the page.

How to build Custom Object in Salesforce lightning
How to build Custom Object in Salesforce lightning

Step 2: From the setup in salesforce, click on the Object Manager Tab.

How to build Custom object in Salesforce lightning experiences
How to build Custom object in Salesforce lightning experiences

Step 3: After that click on the create and then click on the custom object.

How to build custom object in salesforce
How to build custom object in salesforce

Step 4: After clicking the custom object there will be a label option. For the label, enter Delivery. After entering the label there is a Plural Label option. For Plural Label, enter Deliveries. After that, you can see that the Object Name and Record Name are automatically filled.

Build custom object in salesforce lightning experience
Build custom object in salesforce lightning experience

Step 5: After filling in all the entry wizards scroll to the bottom of the page and select the checkbox Launch New Custom Tab Wizard after saving this custom object and then click on the save option.

Build custom object in salesforce lightning
Build custom object in salesforce lightning

Step 6: On the Page of the New Custom Object Tab, there is a Tab Style field click on the field and select a style you like.

Bulid custom object in salesforce
Bulid custom object in salesforce

Step7: Click Next, Next, and Save.

Do you know how to build custom object in salesforce
Do you know how to build custom object in salesforce

Step 8: After saving the New Custom Object is created.

Experience to build custom object in salesforce lightning
Experience to build custom object in salesforce lightning


How to create a new Custom Object in Salesforce Classic

For creating a new custom object in salesforce classic we follow the following step given below:

Step 1: Firstly login to the salesforce account, and then scroll to the bottom of the page you can see that on the left side there is a build option under the build option there is a create option, and click on the create drop-down sign.

How to build Custom Object in Salesforce classic

Step 2: After clicking on the Create drop-down menu there will see an objects option click on objects.

How to build Custom object in Salesforce classic experiences
How to build Custom object in Salesforce classic experiences

Step 3: After clicking on the objects the Custom Objects page will open, and there is a New Custom object option click on it.

How to build custom object classic in salesforce
How to build custom object classic in salesforce

Step 4: After clicking on the New Custom Object there will be a label option. For the label, enter Offer. After entering the label there is a Plural Label option.

For Plural Label, enter Offers. After that, you can see that the Object Name and Record Name are automatically filled.

Build custom object in salesforce classic experience
Build custom object in salesforce classic experience

Step 5: After filling in all the entry wizards scroll to the bottom of the page and select the checkbox Launch New Custom Tab Wizard after saving this custom object and then click on the save option.

Build custom object in salesforce classic
Build custom object in salesforce classic

Step 6: On the Page of the New Custom Object Tab, there is a Tab Style field click on the field and select a style you like.

How to create a custom object in classic
How to create a custom object in classic

Step 7: Click Next, Next, and Save.

Do you know how to build custom object in salesforce classic
Do you know how to build custom object in salesforce classic

Step 8: After saving the New Custom Object is created.

Experience to build custom object in salesforce classic
Experience to build custom object in salesforce classic

This is how to create a new custom object in salesforce classic.

How to make a custom Object Visible in Salesforce

The objects give us special functionality and they also act as a holder for our information like when we make a custom object. The salesforce platform automatically creates things.

To make the custom object visible in salesforce follow the following steps given below:

Step 1: Firstly login to the salesforce account and then click on the gear icon that is present at the top of the page.

How to make custom object visible in salesforce
How to make custom object visible in salesforce

Step 2: After clicking on the gear icon click on the setup in salesforce.

How to make custom object visible in salesforce lightning
How to make custom object visible in salesforce lightning

Step 3: After clicking on the setup option. Go to the Quick Find search box. In the Quick Find Search box type Tabs and select the tabs menu option.

Make the custom object visible in salesforce
Make the custom object visible in salesforce

Step 4: After clicking on the tab the custom tab page is open, click on New.

Make the custom object visible in salesforce lightning
Make the custom object visible in salesforce lightning

Step 5: After clicking the New option fill the object option. If you already created a custom object then you can choose the object by simply clicking on the drop-down menu.

If you don’t create an object Firstly create a custom object by simply clicking on the create a new custom object now option.

After that click on the Tab Style Lookup icon which brings the Tab Style Selector window. Click on the Tab Style you wish to use.

How to make custom object visible in salesforce experience
How to make a custom object visible in the salesforce experience

Step 6: After choosing the object and Tab Style, Click Next, Next, and Save.

How to make custom object visible in salesforce lightning experience
How to make custom object visible in the salesforce lightning experience

Step 7: After clicking on the save icon you can see that the custom tab page is open and the custom object we have created is shown in the custom object tab menu.

Do you know how to make custom object visible in salesforce
Do you know how to make custom object visible in salesforce

Step 8: For viewing our custom object on the navigation bar, click on the App Launcher in the app launcher find the custom object we have created, and then click on the object and you can view the object on the navigation bar.

How to make custom object tab visible in salesforce lightning
How to make the custom object tab visible in salesforce lightning

This is how to make a custom object visible in salesforce.

How to see custom objects in salesforce lightning

The custom object in salesforce is the object that is built by us or used for storing information that is specific to the industries.

For seeing the custom object in salesforce, where our custom object is created follow the following steps:

Step 1: Click on the gear icon then click on the setup, For the setup in salesforce there is a Quick Find Box. In the Quick Find box type Object Manager. The Object Manager is shown under Objects and Fields. Click on them

How to see custom objects in salesforce
How to see custom objects in salesforce

Step 2: After clicking on Object Manager, the Object Manager page is open where all the created custom object is stored for seeing our custom object scroll to the bottom of the page and we can see the custom object that we have created.

How to see custom objects in salesforce lightning experience
How to see custom objects in salesforce lightning experience

This is how to see custom objects in salesforce lightning.

Conclusion

Salesforce offers an amazing object from which the custom object is the one which is created by the salesforce user according to their requirements and the information shared by the custom object is vital to their organization and provide for specific purposes.

  • How to build Custom Object in Salesforce
  • How to create a new Custom Object in Salesforce
  • How to make a custom Object Visible in Salesforce
  • How to see custom objects in salesforce lightning

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