Slaesforce FAQ

can't find customized under setup salesforce

by Shayna Schultz MD Published 2 years ago Updated 2 years ago
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If it's not showing up on the Custom Objects screen in UI then it is likely to be a Custom Setting. Custom Settings can be found in the UI under Setup > Custom Code > Custom Settings. Thanks,

Part of a video titled Why Can't I Find My Custom Object In Salesforce - YouTube
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View all our custom object is nowhere to be found now the reason that is is because it doesn't haveMoreView all our custom object is nowhere to be found now the reason that is is because it doesn't have a tab salesforce requires your custom object to have a tab in order to be able to find and use it.

Full Answer

How do I create custom tabs in Salesforce CRM?

The tabs display when the Salesforce CRM Content User checkbox is selected. Define a new tab to display the data stored in your custom object records. Click Your Name | Setup | Create | Tabs. Click New in the Custom Object Tabs related list. Select the custom object to display in the custom tab.

How to optimize search results in Salesforce knowledge?

Give an extra boost of search flavor to optimize search results in Salesforce Knowledge. If an article addresses a common support issue, you can associate keywords, called promoted terms, with it. If the user’s search matches the promoted terms, the associated article is returned as the first search result, with the rest ordered by relevance.

Where can I find the custom objects and custom settings?

The list in Workbench and Dev console contains both Custom Objects and Custom Settings. If it's not showing up on the Custom Objects screen in UI then it is likely to be a Custom Setting. Custom Settings can be found in the UI under Setup > Custom Code > Custom Settings.

How to create a sandbox in Salesforce?

To create a new sandbox: From Setup, click Sandboxes or Data Management | Sandboxes. Click New Sandbox. Enter a name and description for the sandbox. I am the system admin of the org any missing configuration?

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Where is customize in Setup Salesforce?

Object Manager: Object Manager is where you can view and customize standard and custom objects in your org. Setup Menu: The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.

Why is my custom object not visible in Salesforce?

The tab may be hidden for the Profile. Go to the User's profile and change it to Default On. Check if the Object permission checkboxes are checked for the profile (Read/Write/Delete/View All/Modify All). If they aren't checked, then check the boxes as per your business requirements.

How do I enable a custom tab in Salesforce?

From Setup, in the Quick Find box, enter Tabs , then select Tabs.Click New in the Custom Object Tabs related list.Select the custom object to appear in the custom tab. ... Click the Tab Style lookup icon to show the Tab Style Selector. ... Click a tab style to select the color scheme and icon for the custom tab.More items...

How do I access custom objects in Salesforce?

Much like a Standard Object, your new Custom Object can be accessed and edited via the Object Manager.From Setup, click the Object Manager tab.Scroll down the object list and click on your new custom object Vehicle Interest.Within the Details section, click Edit.More items...

How do I create a custom object?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... On the Object Manager. ... For Label, enter whatever you want to call your custom object. ... For Plural Label, enter the plural form of your custom object name.Check the box for Launch New Custom Tab Wizard after saving this custom object.More items...

How do I create a custom object searchable in Salesforce?

Choose which custom objects your users can search by enabling Allow Search on the custom object setup page. If you don't need a custom object's records to be searchable, disable search for that custom object.

How do I create a custom tab in Salesforce lightning?

You can create a custom tab only for an App Page type of Lightning page.From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. ... Select a tab style to set a color scheme and icon for the Lightning page tab.More items...

How do I customize tabs in Salesforce lightning?

To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.

How do I start a new custom tab wizard?

How do you Launch New Custom tab Wizard ?... From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Custom Object Tabs related list. Select the custom object to display in the custom tab. Click the Tab Style lookup icon to display the Tab Style Selector.More items...•

Where can I find objects in Salesforce?

From Setup, enter Objects in the Quick Find box and select Objects. Next, click one of the custom objects in the list. Then scroll to the section for the specific customization. For example, to add a custom field to the Job Applications object, enter Objects in the Quick Find box, then select Objects.

How do I edit a custom object in Salesforce?

To update the custom object definition, click Edit and update the desired fields. Note The Allow Reports , Allow Activities , and Allow Search fields are not locked in Managed - Released and can be changed by the developer in future releases of a managed package. To delete a custom object, click Del.

How do I access objects in Salesforce?

Control Access to Salesforce Objects and FieldsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit.More items...

Add Promoted Search Terms

Do you ever feel like your articles are missing a little something? Give an extra boost of search flavor to optimize search results in Salesforce Knowledge.

Create Synonym Groups

More words, more problems. Say that your org uses similar, but not exact, words for the same thing. Or, a product is known by different names in different countries. Or, the marketing department decided on a new name for a product. Or, there’s an internal and external name for a feature. Search chaos is what that is.

Customize Suggested Articles Based on Case Fields

There’s a nifty little feature in Knowledge that automatically suggests articles for cases based on the case subject and description. As a service rep fills out the case, the search engine automatically displays the articles that are attached to related cases or that have keywords in common with the admin-selected case fields.

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