Tuesday, May 10, 2016

Creating Custom Field/Relation in Salesforce

Custom fields can be created in Salesforce in a object. After saving the Object open the object and scroll down to find the section Custom Fields and Relationships section. Click on New button to create a new field or a relationship.

Login > Setup > Create > Objects > Select Object (Position) > Custom Field & Relationship


Profile setting for a field can be added while creating a field. If you want to change any profile permission which was already added, clicking on EDIT on field is not the solution as you don't find any thing related to profiles as shown in the above pic. Use the below screenshot where you can change the FLS(Field level security).

Login > Setup > Create > Objects > Select Object (Ex: Position) > Custom Field & Relationship > Select Field (Ex: Status field) > Select either Set Field-Level Security or View Field Accessibility Buttons.

This way you can change a single security for all profiles. The other way where you can change all field level securities for a single profile can be found below.

SELECT Set Field-Level Security


SELECT View Field Accessibility Button


 Click on Required highlighted to get below screen

One more way to change the field level permissions is go to profile where you want to change.

Login > Setup > Manage Users > Profiles > Scroll down to Field-Level Security section and Click on View beside object where you want to change for.



Click on Edit and change all field permissions at asingle profile level which is opposite to the above discussed 





Creating Object or SObject (Salesforce Object).



An Object in salesforce is nothing but a database table with columns as Fields(Metadata) and rows as records(Data). By default salesforce provides some custom objects like Account, Contact, Lead, Case etc... You can create your custom object as below.

1. Standard Object

Login > Setup > Customize > Select Object (Account as in below screenshot).


2. Custom Object

Login > Setup > Create > Object.




Creating Custom APP in Salesforce.


Beside Standard apps you can create your own custom app in Salesforce as below.

1. Go to > Setup > Create > App > Click on New App

Fill all the details as shown in the below screenshot depending on you requirement. The company logo(XYZ logo) has to be first uploaded into documents to use it here at app creation level. Description with screenshot below displays how the documents to be uploaded.



2. Uploading Company logo into Documents

Login > All Tabs (+ on the tab) > Click documents > Upload any image file with option as       externally available as shown below