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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Creating custom objects


Custom objects are database tables that allow you to store data specific to your organization, in Salesforce.com. You can use custom objects to extend Salesforce functionality or to build new application functionality.

Note

You can create up to 200 custom objects in the Enterprise Edition and 2000 in the Unlimited Edition at the time of writing.

Once you have created a custom object, you can create a custom tab, custom-related lists, reports, and dashboards for users to interact with the custom object data.

To create a custom object, navigate to Setup | Create | Objects. Now click on New Custom Object, or click on Edit to modify an existing custom object. The following screenshot shows the resulting screen:

On the Custom Object Information Edit page, you can enter the following:

  • Label: This is the visible name that is displayed for the object within the Salesforce CRM user interface and shown on pages, views, and reports, for example.

  • Plural Label: This is the plural...

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