RECURRENCEMONTHOFYEAR - The month of the year on which the Task repeats. Example: June, July Save your file as.csv file. Open Data Loader, log in and click Insert. Select desired Salesforce Object (Task or Events). Browse for the.csv file (select the file which you have saved), click Next.
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 are the different types of objects in Salesforce?
These standard objects are lead, opportunity, account, and contact . They’re a good starting point for organizing and categorizing your data. And then there’s info that’s specific to you and your type of business. You want to track that as well, so you create custom objects.
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.
What is the purpose of the custom object type?
This type extends the Metadata metadata type and inherits its fullName field. Specify all relevant fields when you create or update a custom object. You can’t update a single field on the 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.
What are recurring tasks in Salesforce?
In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed. 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.
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.
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?
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.
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.
Naming Conventions for Custom Objects
Your Salesforce administrator defines an associated name field for each custom object during setup. Custom objects must have unique names within your organization.
Relationships Among Custom Objects
Custom objects relate to other objects and behave just like standard objects, as described in Relationships Among Objects. For example, cascading deletes are supported in custom objects in a Master-Detail relationship.
Audit Fields for Custom Objects
Custom objects can have the same audit fields as standard objects. When you create a custom object, the four audit fields, CreatedById, CreatedDate, LastModifiedById, and LastModifiedDate, are created and populated for the object. These fields are read only.
Sharing and Custom Objects
A sharing rule object is created for each custom object that does not have a master-detail relationship to another object. They are similar to standard object sharing rules, for example AccountOwnerSharingRule. If the user creating the custom object has the “Manage Sharing” permission, a sharing rule object is automatically created for it.
Tags and Custom Objects
When a custom object is created, a Tag object related to it is also created. These object names are of the form: MyObjectName __Tag, similar to AccountTag and other standard object tag objects.
Required Fields in Custom Objects
In the user interface, you can mark a custom field as required, and this rule is also enforced in the API. Each custom field has a isRequired field, with a data type boolean. The default value is false. If set to true, each request supplies a value (or leaves the current value) to this field. Otherwise, the request fails.
Managed Packages and API Names
If you have an unmanaged package and a managed package version becomes available, the API names of custom fields, custom objects, and Scontrol objects in the package change. A namespace prefix is added to each component to make it unique: name __c becomes prefix __ name __c.
Declarative Metadata File Suffix and Directory Location
Custom object names are automatically appended with __c. The file suffix is .object for the custom object or standard object file.
Version
Custom objects are available in API version 10.0 and later. External objects are available in API version 32.0 and later.
Fields
Unless otherwise noted, all fields are creatable, filterable, and nillable.
Declarative Metadata Additional Components
CustomObject definitions can include additional components defined in the custom object for declarative metadata. The following components are defined in the CustomObject:
Declarative Metadata Sample Definition
The following is the metadata definition of an external object for Salesforce Connect.
Wildcard Support in the Manifest File
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file for Field Sets and Record Types but not for other components. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
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