How can I view the data in my custom object in Salesforce?
I have a custom object that I created in SalesForce. I can't find anything that says, "read," or "view" data. How can I view the data in my custom object? Show activity on this post. 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.
How do I view a list of Records in Salesforce?
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.
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.
What are the different types of data models in Salesforce?
Data Model 1 Sales Objects —includes accounts, contacts, opportunities, leads, campaigns, and other related objects 2 Task and Event Objects —includes tasks and events and their related objects 3 Support Objects —includes cases and solutions and their related objects More items...
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 open an object in 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.
How do I see 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.
Why can't I see an object in Salesforce?
The tab may be hidden for the Profile. Go to the User's profile and change it to Default On. Check if the Object permission checkboxes are checked for the profile (Read/Write/Delete/View All/Modify All). If they aren't checked, then check the boxes as per your business requirements.
How do I access Object Manager?
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 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 view tables in Salesforce?
Step 1: Firstly login to your salesforce account. Step 2: After login Search for the Schema Builder from search box. Step 3: Check the checked box from the object's list on left side. Step 4: now you can see the object's schema and relationship among their fields with other objects.
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 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 ...