Sometimes, the data within an organization doesn’t neatly fit into predefined standard objects. In such cases, Salesforce allows us to extend and customize many of its objects to better meet specific business needs. For instance, a courier company might create a custom object to manage weekly schedule and dispatch details. These custom objects store unique business data that isn’t covered by standard Salesforce objects. They can also include both custom fields tailored to business requirements and standard fields available in Salesforce.
Custom objects in Salesforce come with a variety of features that empower users to achieve the following capabilities:
- Build Custom Page Layouts: Customize page layouts to control which fields users can access and modify when entering data for records in your custom object.
- Import Custom Object Records: Easily import data into custom objects to populate records efficiently and accurately.
- Create Reports and Dashboards: Generate insightful reports and dashboards to analyze data stored in your custom objects, facilitating informed decision-making.
- Create Custom Tabs: Design custom tabs specifically for your custom object to conveniently display and access its data within the Salesforce interface.
- Track Tasks and Events: Manage tasks and events associated with records in your custom object, ensuring comprehensive tracking and management capabilities.
Create a Custom Object
To create a custom object, we go to the line path as shown in the following screenshot −
Now we fill in the details of the custom object we want to create. There are mandatory fields which should be filled before the object can be saved. In our case, we give the object a name called Delivery schedule and save it.
Creating a Custom Field
To provide more detailed business data, you can add custom fields to the custom object you’ve created. For example, let’s add a field named “Delivery Date” to the custom object called “Delivery Schedule.” Follow these steps:
- Navigate to Setup Home → Objects and Fields → Object Manager → Delivery Schedule.
- Scroll down to the “Fields and Relationships” tab and click on “New.”
- A page will appear where you can enter details for the custom field, such as field name, data type, and any other necessary configurations.
Next, we can verify the successful addition of the above custom field by following the same link path as above. The custom field appears as shown in the following screenshot −
