Slaesforce FAQ

how to see custom objects in salesforce

by Liliana Harris Published 2 years ago Updated 2 years ago
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How do I view custom fields in Salesforce?

  • From the object management settings for the object whose fields you want to view, go to Fields.
  • Click the field label.
  • To modify a custom field, add custom help text, or change the data type, click Edit.

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.

Full Answer

How do I create a custom object in Salesforce?

Upload Your Spreadsheet

  • Open this spreadsheet and save it. ...
  • Click the setup cog and select Setup.
  • Click the Object Manager tab.
  • Click Create.
  • Select Custom Object from Spreadsheet .
  • Click Log in with Salesforce.
  • Enter your Trailhead Playground username (listed in the email you just received) and password that you reset in the previous section.
  • Click Log In.
  • Click Allow.

More items...

What are the standard business objects in Salesforce?

Standard & Custom Objects in Salesforce Simplified 101

  • Table of Contents
  • Prerequisites. An active Salesforce account.
  • Introduction to Salesforce. ...
  • Introduction to Salesforce Objects. ...
  • Types of Objects in Salesforce. ...
  • Steps to Set up Custom Objects in Salesforce. ...
  • Conclusion. ...

How to create big objects in Salesforce?

Defining a Custom Big Object’s Index

  • An index must include at least one custom field and can have up to five custom fields total.
  • Custom fields included in the index must be marked as required.
  • Long Text Area fields can’t be included in the index.
  • The total number of characters across all text fields in an index can’t exceed 100.
  • Once you’ve created an index, you can’t edit or delete it. ...

What are the types of custom settings in Salesforce?

Note

  1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
  2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
  3. Replace Apex Code with SOQL Queries

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How do I see custom objects in Salesforce 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.More items...

How do I display custom objects in Salesforce?

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. If you haven't created the custom object, click create a new custom object now and follow the instructions in Create a Custom Object.

How do I see custom objects in Salesforce Classic?

Classic. In Classic, you'll find standard objects under Customize in your Setup navigation menu, or you can type their name in the Setup quick find box to narrow down the menu. You'll find custom objects under Build: Create->Objects.

Where can I find objects in Salesforce?

From Setup, enter Objects in the Quick Find box and select Objects. Next, click one of the custom objects in the list. Then scroll to the section for the specific customization. For example, to add a custom field to the Job Applications object, enter Objects in the Quick Find box, then select Objects.

Why can't I find my custom object in Salesforce?

0:301:31Why Can't I Find My Custom Object In Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipView all our custom object is nowhere to be found now the reason that is is because it doesn't haveMoreView all our custom object is nowhere to be found now the reason that is is because it doesn't have a tab salesforce requires your custom object to have a tab in order to be able to find and use it.

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 get a list of all custom objects in Salesforce?

The closest you can get is the Tooling API query "SELECT DeveloperName FROM CustomObject", which does (mostly) what you want, except that (a) you can't get the label, and (b) you need View All Data in order to use this API.

What are custom objects in Salesforce?

Get to Know Objects Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Custom objects are objects that you create to store information that's specific to your company or industry.

How do I open the Object Manager in Salesforce Classic?

Go to Setup Home > PLATFORM TOOLS > Objects and Fields> Object Manager.

How do I access standard objects in Salesforce?

Once you log in to the salesforce platform, you can see the available objects.Example. The most commonly referred standard object is called the Account Object. ... Login to the Salesforce platform and follow the link path Settings → Setup Home → Object Manager - Account.In this step, click on the Schema Builder.

Where is Object Manager Salesforce?

To open the Object Manager: Click on the Gear Icon at the top of the page and choose Setup. Click on the Object Manager The standard and custom objects are displayed in a list.

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.

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