Slaesforce FAQ

how to view custom object records in salesforce

by Mr. Webster Denesik DVM 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

How to view all records of an object in Salesforce?

This is the page which you see when you click on tab of any object. The record shown by default on this page are Recently Viewed Records of this object. If you want to see All records than select ALL in View dropdown and click GO.

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 ...

Is it possible to filter the records in Salesforce without custom views?

Yes, you are right we can only filter the records with the help of custom views. If your requirements are not achieved by Custom Views than you can create your own VF page to filter the records according to your requirement.

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 access custom objects in Salesforce?

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 view 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 view fields of an object 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.More items...

How do I see all objects in Salesforce?

We can use Schema. getGlobalDescribe() to get all properties of sObject .

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.

What is custom object tab in Salesforce?

Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it appears as a tab. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app's navigation bar and in the App Launcher.

How do I open a record in Salesforce?

By default, selecting a Salesforce record action in a CRM Analytics dashboard opens the record in a new Lightning Experience tab. To change the default behavior, so that selecting an action opens the record in a new browser tab, enable this setting.

What is object fields and records in Salesforce?

A field is one data point within an object (e.g. “First Name” on the lead object). A record is row of field data within an object (e.g. the lead “John Smith”). An object is comprised of its field definitions and records. A tab is used to expose an object and its data to the end user through the web interface.

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 I get all the data from an object in Salesforce?

Find Your Records 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.

How do I query an object in Salesforce?

Use SOQL when you know which objects the data resides in, and you want to:Retrieve data from a single object or from multiple objects that are related to one another.Count the number of records that meet specified criteria.Sort results as part of the query.Retrieve data from number, date, or checkbox fields.

How do I query Sobject in Salesforce?

If you have the sobject name in a string, e,g, 'sobjname', you can then query back the record via something like: String queryStr='select id from ' + sobjname; List = Database. query(queryStr);

How do I see all objects in Salesforce Classic?

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 open the Object Manager in Salesforce Classic?

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

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.

Where is object Management settings in Salesforce?

From Setup, at the top of the page, select Object Manager. Select one of the objects 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 Object Manager from the top of the Setup page.

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 ...

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