how to create custom object and form with salesforce lightning

1. Start by logging into your Salesforce Lightning account.
2. Go to the Setup page of Salesforce Lightning.
3. On the Salesforce Lightning Setup page, look for and click on the option of “Object Manager”. ...
4. You will now be directed to the New Custom Object page. Here, you need to fill in specific details about the custom object you want to create.
5. As you fill in the required details, you would see the record name fields get automatically populated.
6. Now, click on the checkbox of “Allow Search” in the section Search Status section, followed by clicking on the “Launch The New Custom Tab” wizard after you have ...
Once you have saved the changes, you will automatically be directed to the Custom Tab Style page. ...
As you click on the custom tab style you want to choose from the palette, move on the next Setup page by clicking on “Next”.
As you land on the “Add to Profile” page, click on the option reading “Apply one-tab visibility to all profiles”.
On this page, you will see the custom object configuration on your screen. ...
Once you save the configuration, your custom object is created within your Salesforce Lightning platform.
For verifying the newly created custom object, you can click on the App Launcher icon on the Setup page of Salesforce Lightning.
On opening the App Launcher, you will see the list of custom objects created within your Salesforce instance.
Finally, click on the name of your new custom object to verify and test the same. ...

Full Answer

How to verify the newly created custom objects in Salesforce Lightning?

For verifying the newly created custom object, you can click on the App Launcher icon on the Setup page of Salesforce Lightning. On opening the App Launcher, you will see the list of custom objects created within your Salesforce instance. Look for the name of the object you recently created.

How do I style a form in Salesforce Lightning?

For form styling, you get the Salesforce Lightning Design System (SLDS) styling. You can also use SLDS utility classes to customize the layout of your form. Let’s say we want a form that collects a contact’s name, email address, and comments.

What is a custom object in Salesforce?

A custom object in Salesforce is an object that can be created by users based on their specific requirements. These objects are generally created when the standard objects are not sufficient for carrying out required processes. A custom object is the heart of any application, whether it is native or integrated.

How to login to Salesforce Lightning Platform?

We will start with a step by step procedure. Before login, you must sign up in the Salesforce lightning platform account.Click this link for signup in trailhead. Login to the Salesforce lightning platform by clicking this link.

How do I create an object in Salesforce lightning app?

StepsLog in to your Salesforce account.Click Setup at the upper-right corner.Under the Build section, click Create and select Objects.To create a custom object, click New Custom Object.Enter the name of the Custom Object in Label, Plural Label, and Object Name.More items...•

How do I create a custom field in Salesforce custom object?

Add Custom FieldsClick the gear icon. and select Setup. This launches Setup in a new tab.Click the Object Manager tab.From the list of objects in the dropdown, click Suggestion.Click the Fields & Relationships section.Click New.

How do I create a form object in Salesforce?

To add a form to a page:Drag a Form from the Page Elements pane onto the page.Select the Salesforce object that you want to submit data to. Note. ... Add available fields to the form by double-clicking a field, or selecting it and clicking . ... Reorder the list of selected fields by clicking Move Up or Move Down.Click Save.

How do I add a custom object to a tab in Salesforce lightning?

When you add a custom object tab to an app in Lightning Experience, it appears as an item in the app's navigation bar and in the App Launcher. 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.

What is an example of a custom object in Salesforce?

For example, a courier company can create a custom object to store the schedule and dispatch details for every week. So these objects store the data that is unique to the business. The custom objects can also have custom fields along with the standard fields available in Salesforce.

What is a Salesforce custom object?

Custom objects are objects that you create to store information that's specific to your company or industry.

How do I create a dynamic form in Salesforce lightning?

You can start using Dynamic Forms in two ways.Create a custom object record page, then drag Field and Field Section components onto it.Open an existing record page and migrate its record details using the migration wizard.

How do I embed a form in Salesforce?

To add a form to a page:Drag a Form from the Page Elements pane onto the page.Select the Salesforce object that you want to submit data to. Note. ... Add available fields to the form by double-clicking a field, or selecting it and clicking . ... Reorder the list of selected fields by clicking Move Up or Move Down.Click Save.

How do I create a registration form in Salesforce?

From Setup, enter Sites in the Quick Find box, select All Sites, and then click Workspaces next to customers. Select Administration, then select Login & Registration. Under Registration Page Configuration, select Allow customers and partners to self-register.

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 many ways can you create an object in Salesforce?

There are two versions of the Salesforce applications – Lightning and Classic. On both of these versions, there are two ways of creating custom objects and fields. The traditional and easiest way is through the salesforce object manager.

Where are custom objects in Salesforce?

To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you.

Example

The Aura Components Basics Trailhead module walks you through building a form for creating an expense record.

Implement a Basic Form

Before proceeding, we recommend that you have working knowledge of web forms, as the rest of the topic builds on that concept.

About Salesforce Objects

Standard objects are predefined by Salesforce. These objects are Accounts, Contacts, Leads, etc.

Summary

Now, you have successfully created and tested the custom object in the Salesforce Lightning Platform.

1. Build the Template Component Structure

A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.

2. Configure Template Regions and Components in the Design Resource

The design resource controls what kind of page can be built on the template. The design resource specifies:

3. (Optional) Add a Template Image

If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard.