Slaesforce FAQ

how to see custom objects in salesforce lightning

by Rebeka Block Published 2 years ago Updated 2 years ago
image

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.

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

Is that a custom object I See in Salesforce?

Is That a Custom Object I See? 1 Click the App Launcher and select Sales. 2 Click the Vehicle Interest tab.#N#Note: If the Vehicle Interest tab does not appear, refresh the page. 3 Click Recently Viewed and select the All Records list view.#N#Note: All of your spreadsheet data is now in Salesforce and... More ...

How do I create a custom object in Lightning app builder?

Click Back in the upper left to exit the Lightning App Builder. 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.

How do I add a custom object to a sales app?

Enter App Manager in the Quick Find box and select App Manager. Click the down arrow to the right of the Sales App with the Developer Name LightningSales. Select Edit. Click Navigation Items from the menu on the left. Click Refresh at the top of the Available Items list to ensure your new Custom Object is added to the Available Items list.

How do I set up lightning sales in trailhead playground?

Keep moving, and adjust where this object appears. From your Trailhead Playground org, click the setup cog and select Setup. Enter App Manager in the Quick Find box and select App Manager. Click the down arrow to the right of the Sales App with the Developer Name LightningSales.

image

How do I see all custom objects in Salesforce?

Is That a Custom Object I See?Click the App Launcher. and select Sales.Click the Vehicle Interest tab. Note: If the Vehicle Interest tab does not appear, refresh the page.Click Recently Viewed and select the All Records list view.

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.

How do I open an object in Salesforce lightning?

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.

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.

How do you access an object in Salesforce?

Control Access to Salesforce Objects and FieldsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit.More items...

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 customize tabs in Salesforce lightning?

To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.

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.

What is custom object 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.

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 behave and relate to other objects just like standard objects do, 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.

Standard Fields for Custom Objects

When a custom object is created, Salesforce assigns some standard fields to the object or entity. For details, see Custom 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 nillable attribute, 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.

Objects That Support Custom Fields

To identify the standard objects that support custom fields, see the table in Relationships Among Custom Objects.

Naming Conventions for Custom Fields

Custom objects have an associated name field that is defined by your Salesforce administrator. Custom fields must have unique names within the same object.

External ID Attribute on Custom Fields

In the user interface, you can identify one custom field on an object as being an external ID field. The field type must be a text, number, or email field. An external ID contains record IDs from a system outside of Salesforce. You can match against this field during import or integration, or when upserting records.

Uniqueness for Custom Fields

In the user interface, you can specify that a custom field on a custom object contain unique values across all the records of that custom object type. The uniqueness can be either case sensitive or case insensitive.

Default Values in Custom Fields

The user logged in for API activity must be have the “Customize Application” permission.

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.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9