SALESFORCE CRM Objects Create

 

- Info:

- This tutorial shows how to create new custom object.

 

- Procedure:

- Login

- ivoronline

- Setup

- Create

- Objects

- New Custom Object

 

- Define Object:

- Label: Invoice Statement

- Plural Label: Invoice Statements

- Starts with vowel sound: CHECK

- Record Name: Invoice Number

- Data Type: Auto Number

- Display Format: INV-{0000}

- Starting Number: 1

- Allow Reports: CHECK

- Add Notes and Attachments related list to default page layout: CHECK

- Save