How to Set Up a New Custom Object in Salesforce
Learn how to create a complete new custom object setup including fields, page layouts, permissions, and automation.
Traditional Method
Create Custom Object
Go to Setup > Object Manager > Create > Custom Object
Configure Object Properties
Set object label, plural label, record name, and other properties
Create Custom Fields
Create each field individually: go to Fields & Relationships > New
Set Field Properties
Configure each field's data type, length, required settings
Create Page Layout
Go to Page Layouts and create/edit layout, add fields
Set Field-Level Security
Configure which profiles can see and edit each field
Create Automation
Build flows or processes for the new object
Create Reports
Build reports and dashboards for the new object
With Clientell
Instead of following multiple steps, use Clientell to complete this task instantly:
Create a new custom object 'Project__c' with 8 fields (Name, Status, Start Date, End Date, Budget, Owner, Description, Priority), set up page layouts, manage field permissions, and create a flow to automate data capture.Benefits:
- Set up complete objects with multiple fields in one prompt
- Automatically configures layouts and permissions
- Creates flows and reports as part of setup
- Generates documentation for the new object
Related How-To Guides
How to Manage Salesforce Fields
Learn how to create, modify, and manage custom fields in Salesforce to capture the data you need.
How to Create Salesforce Flows
Learn how to build automation flows in Salesforce to automate business processes and reduce manual work.
How to Create Salesforce Reports
Learn how to create custom Salesforce reports to analyze your data, track performance, and make data-driven decisions.