How to Create Custom Objects in Salesforce?

While integrating Salesforce CRM for our client, a chain of hospitals, we had to create objects that could store data for various hospital entities, such as patients, departments, and doctors. We created custom objects according to the requirements.

Here, I will explain the standard and custom objects in Salesforce and how we can create custom objects.

Table of Contents

What are Objects in Salesforce?

In Salesforce, an object is a database table that stores data specific to your company. Objects are essential to Salesforce data, as they enable us to set up and manage our data effectively.

There are two types of objects in Salesforce:

1. Standard Objects in Salesforce.

A standard object in Salesforce is a pre-built object provided by Salesforce. Standard objects have been created to manage business data.

The following are some examples of standard objects in Salesforce:

Account: This object allows us to store information about companies or organizations.
Contact: In the contact object, we can store and manage information about individuals associated with your business accounts
Campaign: Here, we can store data about campaigns.
Leads: Leads are potential customers generated through the campaign.
Case: In the case object, we can store customer issues.

2. Custom Object in Salesforce.

We can create custom objects in Salesforce to store business-specific information. These custom objects enable you to store data unique to your organization. We can also add custom objects to the standard and custom apps.

When we create a custom object, its API Name will appear as ObjectName_c. This _c refers to the custom app or objects. We can create custom fields in the objects.

Create a Custom Object in Salesforce

As discussed in the requirements, we will now create custom patient objects to store patient records. To create a custom object in Salesforce, follow the steps below.

Go to the Setup page and click the Object Manager tab. Then click on the Create dropdown. You will see the Custom Object option. Click on it.

How to Create Custom Objects in Salesforce?

Then, you will see the New Custom Object page open. There, you need to enter the following details:

Label: The label name is the object name that appears in the Salesforce user interface.
Pural Label: The plural label field is the plural form of the object label.
Object Name: The Object Name field is the unique identifier for the custom object used in the Salesforce API, and it is automatically populated based on the object name.
Description: You can describe your object. It is optional.

Then, as you scroll down, you will see the Record Name field, where we can set the field name as per our requirements. Then, we need to select the Data Type. In the data type, we have two options: Text or Autonumber.
- Then, if you want to create reports of this object’s records, you can allow it by checking the Allow Optional Features option.

How to Create Custom Object in Salesforce

Then, the Deployment Status must be ‘Deployed’; otherwise, you cannot use this object. You can use the allow search feature to add notes and attachments to the object UI.
- If you want to add this object to the app, check the Launch New Custom Tab Wizard option. Then, click the Save button.

When you click the save button, you will be redirected to the New Custom Object Tab page.
- Here, you need to select the Object we created and the Tab Style by clicking on the lookup icon. Then, click on the Next button.

Here, you will see the App list in the Salesforce org, and you need to select which app you want to add this object.

To check whether a custom object and tab were created, go to the App Launcher and select the app on which you added this object. Here, you can see the object has been added to the App.

This is how we can create and add custom objects to Salesforce’s app.

Conclusion

I hope you have an idea about standard and custom objects in Salesforce. In that, we have seen what standard and custom objects are and the differences between them.

We also explored the need for a custom object in Salesforce, and I demonstrated how to create a custom Salesforce object and add it to the app with examples and step-by-step instructions.