objects

Objects :  Objects are nothing but the tables in the regular database .

There are two types  of objects

1.Standard Objects

2.Custom Objects

Standard Objects  : These are the objects which are created by the salesforce to meet the global CRM functional  requirement

Ex:       User

            Profile

            Roles

            PermissionSet

            Account

            Contact

            Lead

Note: We cannot delete this object we can only customize these objects

Custom Objects:  These are the objects which  are created by the user to meet the organizational business requirement

Steps to Create Custom Object

            Setup

                        |---Build

                                    |---Create

                                                |----Objects

                                                            |---New custom objects

Step 1: Enter Label :

            This will specify with what name object should be displayed to the users

Step 2: Enter Plural Name :

            If we creating any tab for an object the name that should be displayed on the tab is called

           plural name

Step 3: Enter Object name :

            This name is used to refer to the object in the programming

            Note : ObjectName__c ( __c is added for every custom object)

Step 4: Enter the description

Step 5: Context Sensitive help setting :

            Salesforce  provides help every object when we click on the help which page need to be   

          opened is seleced using context sensitive help

If we select open standard Salesforce .com help salesforce standard help page will be opened when we click on the help

If you select open  a window we can define our own custom help page

Step 6:  Enter Record Name  and data format

Note : Every Custom object that we create in the salesforce has on standard field which is created

             by  salesforce  i.e Name field

Record name : The name with which name field should be displayed to the users is called Record Name

Name field accept two formats of data

            1.Text   : When we select text user has to manually enter the data

            2.Auto Number: If we choose auto tnumber  system would automatically generate the no based on the format given

Step 7: Optional Features :

These can be enabled or diabled at any stage of the application

There are  three  optional features

1. Allow Reports:  If we enable this option we can create reports on the object data.

2. Allow Activities: If you enable this option we can create events and tasks on the object

3. Track Field History: If you enable this option any changes that are made on the fields of the

     Objected are tracked

Step 8: Deployment Status :

 In Development :  If you specify the status as in development the process of development is

not at completed and don’t show object any user except systemAdmin

Deployed :  The process of development is completed and users can access the object based on the

            Security model of the organization.

Step 9: Object Creation options

These  options can be enabled or disabled only at the time of creating a object .

There are two options ;

1.Add notes and Attachments to related list of the record :

If you enable this option we  can add notes and attachments to the related list of the record like

Email attachment

2.Lanch new Custom Tab wizard after saving the object :

If you enable this option once the object is saved it will automatically takes navigation to tab creation page

Certification Questions:

Q: How many object can be created in the salesforce

Unlimited Edition               :2000

Enterprise Edition             :200

Developer    Edition           :400

Professional Edition           :50

Group Edition                      :50

Contact manager               :5

Excercise  :

Create an application ICICI bank

1.     Create object  :

1.Customer

2.Transaction

3.Loan

2.     Create an application College

Student

Faculty

Department

    3.Create application Hospital

            1.Doctor

            2.Patient

            3.OperationTheater

Download datawarehouse app  and complete upto 22 pages

Download recruiting app for salesforce and complete from 36-49 pages

Q: How many ways we can create custom objects

            1.Standard Admin setup navigation

            2.Schema Builder

            3.Soap API webservices