Objects and Tabs in Salesforce

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 In today's tutorial, we are going to create an object and tab in Salesforce. But before starting, we need to understand What is Objects and Tab in Salesforce and How many types of objects and tabs are there? Let's go in-depth and understand this:

Also Read: How to Create an Application In Salesforce?

Salesforce Object:

Objects in salesforce are used to store data. Like Relational Database, Data is stored in tables and which have rows and columns. Salesforce uses objects to store your records in salesforce. 

Every Object has fields that are like columns and you can create records in these objects which are like rows. Salesforce Objects are of two types:

1. Standard Objects: Standard objects are those objects which are provided by Salesforce like Account, Contact, Lead, Opportunity, etc.

2. Custom Objects: Custom Objects are created according to the business needs. These objects are created by Salesforce Users.

Salesforce Tabs:

A tab is like a user interface that is used to build records for objects and to view the records in the objects. There are five types of Tabs in salesforce:

1. Custom Objects Tab: Custom object tabs are the user interface for custom applications that you build in salesforce.com. They look and behave like standard salesforce.com tabs such as accounts, contacts, and opportunities. If you want to create a custom object tab, select an existing custom object or create a new one. The tab label, fields, and page layout are all part of the custom object definition.

2. Web Tab: Web Tabs are custom tabs that display web content or applications embedded in the salesforce.com window. Web tabs make it easier for your users to quickly access content and applications they frequently use without leaving the salesforce.com application.

3. Visualforce Tab: Visualforce Tabs are custom tabs that display a Visualforce page. Visualforce tabs look and behave like standard salesforce.com tabs such as accounts, contacts, and opportunities. To create a Visualforce tab, select an existing Visualforce page or create a new one. The fields and page layout are part of the page definition.

4. Lightning Component Tab: Lightning Component Tabs are custom tabs that display Lightning Components. Lightning Component tabs allow you to add Lightning components to the navigation menu in Lightning Experience and the mobile app.

5. Lightning Page Tab: Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu. Lightning Page tabs don't work like other custom tabs. Once created, they don't show up on the All Tabs page when you click the Plus icon that appears to the right of your current tabs. Lightning Page tabs also don't show up in the Available Tabs list when you customize the tabs for your apps.

How to create a Custom Object in Salesforce?

Step 1: Go to Setup. Click on the Create button on the right side and Click on Custom Object.

Step 2: Put Label and Plural Label and make it as it is and Click Save.
You have some Optional Features while creating the objects:

  • Allow Reports: If you tick this checkbox, then only these objects will be available to make Salesforce reports.
  • Allow Activities: If you tick this checkbox, then you will be able to make activities on this object.
  • Track Field History: When you tick this checkbox, then you will be able to merely track the fields. You will be able to track up to 20 fields for a single object.
  • Allow in Chatter Groups: Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group. Enabling Allow in Chatter Groups gives you the possibility to add records to a chatter group.
After this, you have Object Classifications:
  • Create custom objects to store information that’s unique to your organization. Choose whether your custom objects are searchable, support sharing, or include access to the Bulk API and Streaming API.
  • By default, all custom objects are Enterprise Application objects. To make your custom object a Light Application object, disable Allow Sharing, Allow Bulk API Access, and Allow Streaming API Access on the object’s detail page.

Now, you have the following deployment modes:

  • In Development: If you opt for this, then this object will remain in development mode. It will not be present for deployment.
  • Deployed: If you opt for this, then the object will be available for deployment.

There are some more options that are only coming up at the time of creating new custom Objects:
  • Add notes and attachments related list
  • Launch a new custom tab wizard after saving this custom object
If you select the Launch New Custom Tab Wizard, then the object will be saved with the tab and you will be redirected to another screen to choose the icon of the Tab. On the other side, If you do not choose to select the Launch New Custom Tab Wizard, then the object will be saved without a tab.
How to create a Custom Tab in Salesforce?

Step 1: Go to Setup. Search for Tabs and click on Tabs.

Step 2: Click on the New button inside Custom Object Tabs.
Step 3: Select the object which we created just before and select the Tab Style.

Step 4: Click on Next and select the profiles, you want to give access to this tab. I just make this default for now.

Step 5: Click on Next. Now, select the custom tab in which you want to add this tab and Click on Save.

Hurray!! You created a new Custom Object and Tab in salesforce. Check out the New Object & Tab! Now, you are ready to create your own custom Lightning Objects and Tabs.

Thanks for reading.  Still, if you have any further suggestions, thoughts, and questions, then just make sure to comment down.

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