Creating Custom Objects, Applications and Custom Fields in SalesForce
→ An application is nothing but a set of service, if we were to write a software application, the first and foremost thing we need to do is to build a project where we can store all the code that we are going to write, with the platform as force.com, here the first thing we are doing is to create new applications.
With Force.com you can build apps faster, you can create applications without the concern of buying hardware or installing software
Just like programming projects, application is little more than a container which stores all of the objects, tools and other functionality that we are going to build as a part of our application. It might consist a simple name, a logo or an ordered set of tools.
The simple applications contain only one tab-the home tab and a default logo
Click on username–>setup–>app setup–>create–>apps (click n) –>new–>app label (LG) –>next–>next–>save.
An object is a real-time entity. An object is very similar to a database table, whether they are standard or custom objects, force.com platform objects not only provide a structure for storing data, but they also power the interface which ultimately allows users to interact with the data, such as tabs, layout of fields on a page and list of related records.
Objects contain the functionality you expect in a table and more, but you should be aware that the difference also points to a difference in functionality. The object comprises a number of fields. Objects can be related to other objects, with relationship fields mapping records in one object to records in another. All attributes of an object are described with metadata, outlined later. Information is stored in records of the object.
Because, any object can correspond to a tab, an ordered collection of tabs makes up an app, objects make up the heart of any app that we create within the platform.
There are two types of objects.
- Standard Objects—These are objects included with Salesforce, by default, for example the objects used to store data in standard tabs such as accounts, contacts, or opportunities.
Custom Objects—These are new objects you create to store information unique to your organization. Custom objects extend the functionality that standard objects provide.
CREATING CUSTOM OBJECT:
Creating a custom object is quite easy. So, let’s walk through the steps to create our first object.
click on your name → setup → app setup → create → objects → new custom objects (click on) → label (employee) plural label (employee) objects name (employee) → employee name
Data type → text
→ text to number
Allow reports [⁄]
Allow activities [⁄]
Tracks field history [⁄]
Deployment [⁄] → add notes and attachment [⁄] → launch new customer tab wizard [⁄] → save → objects (employee) → tab style → next → next → finance project [⁄] → save.
If we don’t check during launch of a new custom tab wizard from the above step, the object will save without tab appearance so we have to create tab again. On the other hand, if we check, then the object will save and the tab will be created and appeared.
Tabs can help you in making the views in such a way so that it helps the user to see the information at a glance. Every tab serves as the starting point for viewing, editing and entering information for a particular object. When you click a tab at the top of the page, the corresponding homepage for the object appears.
Creating Custom Tab :
Custom tabs display custom object data or other web content embedded in the application.
By default, for every object four fields are created, they are:
- Created by
- Last modified by
- Record name
INTRODUCTION CUSTOM FIELDS
A field is like a database column, the primary characteristics of a field is its data type.
- Some fields hold text values, while others hold currency values, percentages, phone numbers, email addresses or data. Some fields look like checkboxes, while still others are dropdown lists or record lookups from which a user makes a selection.
- The data types of a field control the way the fields are ultimately displayed in the user interface and how data entered into the fields is stored in the platform.
The best way to learn how to create custom fields in Salesforce is by doing—create several different fields and field types to become more comfortable with custom fields in Salesforce.
Every field has three common things:
- Field name
- Field label
- Field data type.
→ For each custom field, the field name will be written as <field name….c>
How can you make a field require?
→ Whenever we create a field, we must definitely check (select) the option at that moment.
[⁄] Field requires
What are the field level sanities?
- In the page layout
- At the time of creating a field
- Field accessibility
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