Slaesforce FAQ

how to view salesforce object instances

by Helmer Blanda Published 2 years ago Updated 1 year ago
image

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 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.

What can a user do with an object in Salesforce?

Users can read, edit, and delete records. Users can view all records associated with this object, regardless of sharing settings. Users can read, edit, delete, transfer, and approve all records associated with this object, regardless of sharing settings.

How to view recently viewed Records 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. If you want to see some filtered records than click on link which is shown in yellow circle.

How to get a list of objects and fields in Salesforce?

How do you get a list of all the objects and fields in your Salesforce instance? If you have worked on Oracle, you can query views like DBA_TABLES & DBA_TAB_COLUMNS, if you have worked on SQL Server you can query SYS.TABLES & SYS.COLUMNS.

See more

image

How do I see all objects in Salesforce?

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

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 see all 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 display custom objects in Salesforce?

From Setup, enter Tabs in the quick find box then select Tabs. Click New in the custom object tabs related list. Select the custom object to display in the custom tab. If the custom object is not already created, click “create a new custom object” option and follow all the instructions to create a New custom object.

What is an instance in Salesforce?

Your Salesforce instance refers to the server that your Salesforce organization lives on. Many Salesforce orgs (also referred to as an “instance”) live together on the same server, a method of server management called “multi-tenancy”. As opposed to one system living on one server, many instances live on one server.

Why are objects not visible 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 many objects are there in Salesforce?

There are three popular types of objects in Salesforce, let us salesforce objects definition for your knowledge. Standard Objects – These are the objects already created by Salesforce for your project. Custom Objects – As the name suggests, these custom objects are created by you based on your business needs.

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.

How do I access an object in Salesforce?

Click Object Settings. Click the name of the Salesforce object. Click Edit. To enable permission on the object, select Read in the Object Permissions section.

How do I show custom objects in app Launcher?

When you add a custom object tab to an app in Lightning Experience, it appears as an item in the app's navigation bar and in the App Launcher. 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.

Where do Salesforce objects live?

The Salesforce Platform stores data in relational tables. The records in these tables contain data for the structure of the platform itself as well as user created data. For example, the data about the configuration and settings of an account are already in-built as a relational table.

What is an object tab?

You can either use object tabs (also called tabbed documents) or overlapping windows as the method to show objects in the Document window. Object tabs are the default method. Earlier versions of Access showed objects in overlapping windows and that option is still available.

What is Salesforce object?

Salesforce Objects are database tables that allows us to store data specific to organization in sales force.There are two type of objects in salesforce. Salesforce Objects are database tables that allows us to store data specific to organization in salesforce.There are two type of objects in salesforce. Salesforce Tutorial.

What are some examples of standard objects?

Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc. 2. Custom Object: The objects created by us are called custom objects. Custom objects store information that is unique and important to your organization. Custom objects are the heart of any ...

What is a broken permission dependency in Salesforce?

A broken permission dependency exists if the child entity has permissions that the parent should have. Salesforce updates the parent entity for a broken permission dependency on the first save action for the profile or permission set. ...

What is object permission?

Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. You can manage object permissions in permission sets and profiles.

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