Slaesforce FAQ

how to develop custom object in salesforce lightning

by Laron Berge Published 3 years ago Updated 2 years ago
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How to Create Custom Objects

  • Step 1. Start by logging into your Salesforce Lightning account.
  • Step 2. Go to the Setup page of Salesforce Lightning.
  • Step 3. On the Salesforce Lightning Setup page, look for and click on the option of “Object Manager”. From the dropdown...
  • Step 4. You will now be directed to the New Custom Object page. Here, you need to fill in specific...

Steps
  1. Log in to your Salesforce account.
  2. Click Setup at the upper-right corner.
  3. Under the Build section, click Create and select Objects.
  4. To create a custom object, click New Custom Object.
  5. Enter the name of the Custom Object in Label, Plural Label, and Object Name.
Apr 27, 2021

Full Answer

How do I create a custom object in Lightning?

Here is how I created that custom object in Lightning, which is slightly different than how you create new custom objects in Classic. 1) Click into the Object Manager in Setup home. You can do this two ways: under Platform Tools – Objects & Fields section of the Setup menu, or from the carousel in Setup home.

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.

Can I add a custom object to a salesforce app?

Note: All of your spreadsheet data is now in Salesforce and is connected to CRM data like search, notes, files, and follow-up activities. Hope you enjoyed that test drive. You created a populated Custom Object AND added it to an app, all in just a few clicks.

How do I use the object manager in Salesforce?

You can do this two ways: under Platform Tools – Objects & Fields section of the Setup menu, or from the carousel in Setup home. Once in the Object Manager, I can see all my standard and custom objects in one place.

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How do I create a custom object in Salesforce lightning?

From the top-right corner of any page in Setup, click Create | Custom Object.Complete the fields for your custom object and configure its features.If you want to create a custom tab for the object immediately after you save it, select Launch New Custom Tab Wizard after saving this custom object. ... Save the new object.More items...

How do I create a custom object record in Salesforce?

Create a Custom Object Record PageFrom the App Launcher, find and select your custom object.To open a record, click the record.From Setup, click Edit Object.Click Lightning Record Pages and then click New.Select Record Page, and click Next.Enter a label.In Object, select your object and then click Next.More items...

How do you add custom objects to Lightning App Builder?

From the Object Manager in Setup, click Create | Custom Object. Fill in the details. Select Launch New Custom Tab Wizard after saving this custom object. Click Save.

How do I see custom objects in Salesforce lightning?

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.

How do I create a custom object?

To create a custom object, click New Custom Object. Enter the name of the Custom Object in Label, Plural Label, and Object Name. Select the Launch New Custom Tab Wizard after saving this custom object check box and click Save. To select an icon for the tab, click the Search icon and click Save.

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.

How do I create a custom object in Salesforce using apex?

Create a Custom ObjectLog in to your sandbox or Developer org.From your management settings for custom objects, if you're using Salesforce Classic, click New Custom Object, or if you're using Lightning Experience, select Create | Custom Object.Enter Book for the label.Enter Books for the plural label.Click Save.More items...

How do you add an object to a lightning page?

Add Tab on Lightning PageHave a record open on the page you want to set the default tab.Click the Gear (Setup) button and choose Edit Page. ... Click the Add Tab By default the Details tab will be added.Click on the Tab in the list and choose the Label from the list.

What are Salesforce custom objects?

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

How many custom objects can be created in a Salesforce org?

3,000There is a hard limit of 3,000 total custom objects per Organization, regardless of whether they're created within the Org or installed from the AppExchange. For example, with Unlimited Edition, you could create 2,000 custom objects and install an additional 1,000 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 display custom objects?

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...

Create a New Object

1) Click into the Object Manager in Setup home. You can do this two ways: under Platform Tools – Objects & Fields section of the Setup menu, or from the carousel in Setup home. Once in the Object Manager, I can see all my standard and custom objects in one place.

Edit an Object

Sometimes I don’t need to create a new object, I just need to edit an existing object to customize it for my needs. For my Wedding app, I want to edit the Contacts object to add categories for family, friends, coworkers, etc. To do this, I want to start in the Object Manager.

How to edit custom object in Lightning?

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.

How to add vehicle interest to Lightning app?

Click the right arrow to add Vehicle Interests to the Selected Items list. Click Save. Select Vehicle Interests in the Selected Items list and click the up arrow until Vehicle Interests is above the Reports object. Click Save. Click Back in the upper left to exit the Lightning App Builder. Much like a Standard Object, your new Custom Object can be ...

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.

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