How to create and edit Salesforce sites?
Create and Edit Salesforce Sites Field Description Active Select when you’re ready to make your si ... Active Site Home Page The landing page that users are directed ... Inactive Site Home Page The landing page that users are directed ... Site Template The template that provides the page layo ... 20 more rows ...
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.
How to create a new object in Salesforce Lightning?
To create a new object, I can use the Create dropdown from anywhere in Setup (I don’t have to be in the Object Manager) and select Custom Object. 3) Creating an Object in Lightning is the same as in Classic.
Where can I Find my Standard and custom objects in Salesforce?
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.
How do I edit a object in Salesforce?
Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...
How do I use a URL field in Salesforce?
Add a Link to a URL Directly Within Your Salesforce RecordsClick on the gear icon in the upper right corner and click Setup.Click the Object Manager tab.Find the object you want to add the field to.In the left navigation click Fields & Relationships.Click the New button.Find and click on the URL radio button.Click Next.More items...
How do I edit a custom object in Salesforce Classic?
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 edit a custom link in Salesforce?
Adding Default Custom LinksFrom the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.Click Default Custom Links.Next to a sample link you want to add, click Add Now!.Change the default data for the link, as necessary.Choose Save.More items...
How do I create a URL in Salesforce?
Required Editions and User PermissionsFrom Setup, enter Custom URLs in the Quick Find box, then select Custom URLs.Click New Custom URL.Enter a domain name. Important Avoid entering personal information in your domain name. Instead, enter only public information.Enter a site name.Enter a unique path.Click Save.
How do I add a URL to a Formula field in Salesforce?
HYPERLINK Formula Function to Render Masked URL Print PageGo to Salesforce Setup > Object Manager > Work Order.On the left sidebar, click Fields & Relationships.Click New.Select Formula and click Next.In Field Label, type My Formula Field. ... Select Text as the type of data you expect your formula to return.More items...
How do I change an object field in Salesforce?
Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.
How do I manage objects in Salesforce?
To access the Object Manager, from Setup, click Object Manager. To customize an object, select the object name in the list, and then select a specific customization from the left pane. For example, to add a custom field to the Account object, select Account, then Fields & Relationships, and then New.
How do I edit fields in Salesforce lightning?
0:425:25How to Create Custom Fields to Capture Your Business DataYouTubeStart of suggested clipEnd of suggested clipWe can edit the object right here edit object is a shortcut to the object manager where you manageMoreWe can edit the object right here edit object is a shortcut to the object manager where you manage everything from record types and page layouts to fields edit page takes you into the lightning app
What is Weblink in Salesforce?
Represents a custom button or link defined in a custom object. This type extends the Metadata metadata type and inherits its fullName field.
What is custom link in Salesforce?
Custom links can link to an external URL, such as www.google.com , a Visualforce page, or your company's intranet. Custom links can also link to a custom s-control in the custom s-control library, such as a Java applet or Active-X control.
How do I add a custom link in lightning component?
To link to Lightning Experience pages, use lightning:formattedUrl in your custom component. The lightning:formattedUrl component displays a URL as a hyperlink. If you use raw anchor tags or the ui:outputUrl (deprecated) component for links, the page does a full reload each time you click the link.
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.
