Here’s a quick overview of how to build business data models in Salesforce:
- Navigate to Setup using the gear icon in the upper-right corner.
- Enter "Object Manager" in the Quick Find search box and select it.
- Click the Create button located in the top-right corner.
- Choose Custom Object from the dropdown options.
- Enter the required information:
- Provide a clear Label for your object (such as "Project")
- Specify the Plural Label (such as "Projects")
- Click Save to proceed.
- Set up additional options including "Object Classification" and "Deployment Status."
- Enable the Allow Search option to make the object searchable.
- Click Save to finalize your changes.
Important Tips:
- Initially set the Deployment Status to "In Development" for testing purposes, then change it to "Deployed" once verified
- If your object needs to connect with existing objects (like linking Projects to Contacts), be sure to establish the appropriate relationships
- Consider creating a custom tab to make your new object easily accessible in the Salesforce interface
