How to Create a Custom Object in Salesforce
Here's how to create a custom object in Salesforce:
- Go to Setup in the top right corner.
- In the Quick Find box, type "Object Manager" and select it.
- In the top right corner, click the Create button.
- Select Custom Object from the dropdown menu.
- Fill in Details:
- Label: Give your object a clear name (e.g., Project).
- Plural Label: Define the plural form of the label (e.g., Projects).
- Hit Save.
- Configure Additional items like “Object Classification” and “Deployment Status”.
- Check the Allow Search box.
- Hit Save again.
Note:
- Keep the Deployment Status “In Development” so you can text the object; and push it to “Deployed” after the test.
- If your custom object interacts with other objects (e.g., Projects linked to Contacts), establish relationships to connect them.
- For easy access, create a custom tab to display your new object within the Salesforce interface.