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Create Custom Object

Course Details
FieldLabels
FieldNames
Datatype

Coursename
Name
text

Fee
Discount
Fee__c discount__c
Number Percent

faculty
faculty__c
Text

salesforce
hadoop

12k
20k

Prem
Gopal

5
5

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Create Custom object
create Custom fields
create tAB(to enter records)
create LOOKUP field in lead connecting course detail object
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How to create custom object
setup - build - create - Objects - New custom object
singular (Table Display name): Course Detail
Plural (Tab name) : CourseDetail
Object Name(Programing) : courseDetail (coursdetail__c)
name: Course Name
Type: text
save
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How to Create Custom flds
setup - build - create - sel "coursedetail" object
New Custom fld
Select Datatype : Number
label: fee
name: fee (fee__c)
Checkin: required (mandatory)
default: 10000
next: visible to all users (security)
next: add to layout
save
Select Datatype : Percent
label: Discount
name: Discount__c
Checkin: required (mandatory)
default: 5
next: visible to all users (security)
next: add to layout
save
Select Datatype : TExt

label: Faculty
Checkin: required (mandatory)
Checkin: Do not allow duplicates
next: visible to all users (security)
next: add to layout
save
* created one standard fld : name
* created 3 custom flds:
fee__c, discount__c, faculty__c
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HOw to Create Custom TAB : to enter records
setup - build - create - TABS - new custom tab
Object : CourseDetail
style : sel color
next : visible to all users
next : which applications can access
save
* A tab links to only one object
* TAB and object are one - one Relatinship
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How to enter records
course tab - new
name
fee
discount
faculty
save
* test for Duplication
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How to customize TAB layout (which cols to display)
course tab - sc - edit cols
add : fee, disc, faculty
save
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How to change field types
fee is number, change to Currency
coursetab -sc - view flds - sel "fee" fld - edit
sel "change fld type"
sel : currency
save
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How to Change CUrrency Format
setup - admin - company profile - com info - edit

currency setting: English(india)


Time zone: GMT + 5.30
save
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How to create LOOKUP field in Lead object
lead tab - sc - view flds - new custom flds
select datatype : Lookup relationship
Field LabeL : course Detail
Relate to : select object : Course detail
next : users can access
next : add to layout
save
* test - goto lead tab - new
Lead name:
course Detail : displays as lookup icon
(displaying standard fld name)
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How to customize Lookup Layout for Coursdetail
coursetab - sc - view object sel "search layouts" Edit "lookup Dialog" add: fee, faculty,discount
save
* test: lead tab - new - sel course icon
* result: displays all course records, with selectd flds
* can select only standard fld i.e coursename
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How to CUstomize Search Resulst
course tab - sc - view object sel "search layouts" - edit search results
add: fee, discount
save
* test
* goto search box : rajesh
* Results:
account record
course record
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