Slaesforce FAQ

how to view custom object data in salesforce

by Lorine Wyman Published 2 years ago Updated 1 year ago
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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. Note: All of your spreadsheet data is now in Salesforce and...

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. List views are a great way to sort, prioritize, and analyze the records that are most important to you.

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 record in Salesforce?

For a custom object record to appear in the Salesforce user interface, its name field must be populated. If you use the API to create a custom object record that doesn’t have a name, the record’s ID is used as its name.

How to show all activity in Salesforce object view?

Create a custom tab for your Object via Setup --> Create --> Tabs --> New + follow prompt. Then click the tab, and click "Go" to see the "All" view. Show activity on this post. Thanks for contributing an answer to Salesforce Stack Exchange!

How do I view my spreadsheet data in Salesforce?

Click Recently Viewed and select the All Records list view. Note: All of your spreadsheet data is now in Salesforce and is connected to CRM data like search, notes, files, and follow-up activities.

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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 view custom objects in Salesforce Classic?

A custom object is an object that you or another administrator created. 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.

Can you see new custom objects in Salesforce?

0:241:31Why 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 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 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.

Where can I find Salesforce objects?

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.

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.

What are custom data objects?

A custom object is a set of custom records that supplement standard contact and account records. Custom objects allow you to store additional data in a scalable manner and link that data to a contact or account record.

How do you check relationship between objects in Salesforce?

IntroductionClick the “Gear” icon and then click “Setup” option.In the setup page, click the “Object manager” at the top of the page.In our created custom object page, click the “Fields & Relationship” option from the left side pane.Next, in the fields and relationship page our predefined fields are listed.More items...•

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