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
2-4 hours
hard1
Create Custom Object
Go to Setup > Object Manager > Create > Custom Object
2
Configure Object Properties
Set object label, plural label, record name, and other properties
3
Create Custom Fields
Create each field individually: go to Fields & Relationships > New
4
Set Field Properties
Configure each field's data type, length, required settings
5
Create Page Layout
Go to Page Layouts and create/edit layout, add fields
6
Set Field-Level Security
Configure which profiles can see and edit each field
7
Create Automation
Build flows or processes for the new object
8
Create Reports
Build reports and dashboards for the new object
With Clientell
5 minutes
EasyInstead 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