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How To Build Business Data Models In Salesforce

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Here’s a quick overview of how to build business data models in Salesforce:

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  1. Navigate to Setup using the gear icon in the upper-right corner.
  2. Enter "Object Manager" in the Quick Find search box and select it.
  3. Click the Create button located in the top-right corner.
  4. Choose Custom Object from the dropdown options.
  5. Enter the required information:
    1. Provide a clear Label for your object (such as "Project")
    2. Specify the Plural Label (such as "Projects")
  6. Click Save to proceed.
  7. Set up additional options including "Object Classification" and "Deployment Status."
  8. Enable the Allow Search option to make the object searchable.
  9. 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
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