Go to Set Up > Object Manager > Create Custom Object Create an Auto-Number for Record Name. You need all the contact information data that you will need to create/update the Contact record, the data pertaining to the donation to create the Opportunity record and the data required for a Recurring Donation.
Full Answer
How to create a custom object in Salesforce?
1 In your Salesforce org, click and select Setup to open Setup. 2 Click the Object Manager tab. ... 3 On the Object Manager page, click Create | Custom Object . 4 For Label, enter whatever you want to call your custom object. ... 5 For Plural Label, enter the plural form of your custom object name. More items...
What is Salesforce object?
Creating objects in Salesforce is the very first thing we do after creating salesforce.com account. What is Salesforce object ? An Objects is represented as a database table which stores organization data . Objectsconsists of set of fieldsand we store data against that field. To view data Salesforceprovided TABS. Salesforce Objects types
How do I create an energy audit object in Salesforce?
A new object for your home inspections called Energy Audit. In your Salesforce org, click and select Setup to open Setup. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box. On the Object Manager page, click Create | Custom Object . For Label, enter whatever you want to call your custom object.
How do I create a custom object in the object manager?
On the Object Manager page, click Create | Custom Object . For Label, enter whatever you want to call your custom object. Notice that the Object Name and Record Name fields auto-fill. 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.
How do I create a recurring event in Salesforce?
Use recurring tasks to create tasks that repeat at a specified interval....Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile AppFrom Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Creation of Recurring Tasks.Click Submit.More items...
Can you create recurring tasks in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit. Add the Create Recurring Series of Tasks field to the Task Detail section of your org's Task page layouts.
What is enable creation of recurring tasks?
Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can't create more recurring tasks.
How do I delete a recurring event in Salesforce?
Steps to delete an entire Event series in LightningAccess the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.On the Event detail page, click on the Delete button.Click on the Delete All Following button.
How do I create a recurring task?
Create a recurring task Click Task, click the bottom part of the Task button and then click Recurring Task. In the Task Name box, type the recurring task's name. In the Duration box, add the duration of each occurrence of the task. In the Recurrence pattern section, click Daily, Weekly, Monthly, or Yearly.
What is recurring in Salesforce?
Recurrence task is a task created repeatedly until the criteria specified is met. It is used to create a repeating task when the current task is marked as completed or overdue. In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed.
What is recurrence interval in Salesforce?
RECURRENCEINTERVAL is how often the Recurrence happens. This is a number field and would show how many times the Activity will repeat. Example: 1 would mean the Activity would repeat once. RECURRENCEDAYOFWEEKMASK - The day or days of the week on which the task repeats.
How do I edit a recurring task in Salesforce?
For tasks that are part of a recurring series:To edit an individual task occurrence, select the View Task subtab, and click Edit Task.To edit an entire task series, select the View Series subtab and click Edit Series. Alternatively, click the Edit Series link in the Recurrence section of the detail page.
How are recurring tasks displayed in the task list?
How are recurring tasks displayed in the task list? With an emailed task request. How are you notified that a Task has been assigned to you by someone else?
Can you delete events in Salesforce?
Delete a meeting Log in to your Salesforce account. In Salesforce, open one of the following pages in the upper toolbar. Locate and click the scheduled event to open its details. Click Delete (this option can be found under "Action" as well).
How do I delete a calendar in Salesforce?
Delete Calendar Events Within Salesforce EssentialsClick on the Calendar Navigation Menu item.Find and click on the Event you wish to delete (you should also be able to hover over the Event and see a delete button pop up)More items...
How do I cancel my Salesforce account?
To delete your profile on Salesforce Stack Exchange, navigate to your user profile, then click the Settings link at the top of your profile page: Then, in the the column below that on the left side of the page, click the Delete profile link: Read through the information on that page.
What is an object in Salesforce?
Objects are the way you store your records in Salesforce. They are basically a container for spreadsheet data, account details, customer contacts, location and regional info, tracking status, and more, but are easier on the eyes and more customizable than a database.
What are Salesforce standard objects?
These standard objects are lead, opportunity, account, and contact . They’re a good starting point for organizing and categorizing your data.
Why is Salesforce important?
Recognizing that what’s most important to you and your business might not be the same for another business, Salesforce offers a way to customize your data through standard and custom objects.
Learning Objectives
Your Data, Your Rules
- Every business is unique. You keep and maintain valuable data about accounts and customers to help you close deals and nurture business relationships. Recognizing that what’s most important to you and your business might not be the same for another business, Salesforce offers a way to customize your data through standard and custom objects. Objects are the way you store your r…
Try It Yourself
- In your Salesforce org, click and select Setupto open Setup.
- Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.
- On the Object Manager page, click Create | Custom Object.
- For Label, enter whatever you want to call your custom object. Notice that the Object Name and Record Name fields auto-fill.
Summary
- There you have it. Once you’ve created your custom object, you can format it with standard or custom fields within the record to further track data and activities that are meaningful to your business.
Resources
- Trailhead: Data Modeling
- Trailhead: Customize a Salesforce Object
- Salesforce Developer: Create a Custom Object
- Trailhead: Sales Cloud Configuration Basics