in implementation guides ~ read.
Salesforce Studio Cheatsheet

Salesforce Studio Cheatsheet

DOWNLOAD

First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.

Download

BUILDING CUSTOM OBJECTS TABS AND

RELATED LISTS

Summary

Basic Concepts

Learn the basics about
building custom objects
tabs and related lists all of
which enable you to store
and manage information
thats unique to your org
Weve included design
considerations
implementation steps and
some tips and tricks for
working with all three

You can create custom objects custom tabs and custom related lists in Salesforce Before you begin
review these concepts and terms
Standard Objects
Tables that contain the data in any standard tab such as accounts contacts or opportunities
Custom Objects
Tables you create to store your data You can create a custom object to store data specific to your
organization You can also create reports and dashboards based on the data in your custom object
Relationships
Standard and custom objects have relationships that define how records in one object relate to records
in another object For example accounts can have a onetomany relationship with contacts These
relationships commonly appear in the application as related lists You can create new relationships
that enable you to add custom related lists to your page layouts
Custom Tabs
You can create three different kinds of custom tabs custom object tabs Web tabs and Visualforce
page tabs Custom object tabs allow you to find add change and delete the data in your custom
objects Web tabs display any Web application in a tab within a Salesforce application Visualforce
page tabs display data from a Visualforce page

Designing Your Approach
As a first step we recommend designing your overall approach By gathering requirements and making
key design decisions up front you will be able to implement the solution more efficiently Answer the
following questions
Data
What fields and data types do you need
How would you logically group these fields into one or more custom objects
Relationships
Is the custom object data related to standard data or is it independent If the data is related it
should appear as a related list on a standard tab If the data is independent it should appear on
a custom tab Using a combination of tabs and related lists is also an option
If it is related data how tightly linked is the data If a record in one object is deleted should the
related records in the other objects be deleted also In a MasterDetail relationship related data
records are included in the deletion but in a Lookup relationship they are not
User Interface
Do you want to create new custom tabs for users to maintain the data Is it sufficient for users to
access the data from related lists on existing tabs
Do you want users to access a Web application from a tab

Last updated July

Building Custom Objects Tabs and Related Lists

Implementation Steps

What fields should appear in the related lists
What fields should appear in the page layouts
Do you want users to track tasks and events for the custom object

Do you want to mimic the Salesforce UI

Implementation Steps
Below is an overview of the steps to follow when building custom objects tabs and related lists
To create a custom tab so users can track data that is specific to your business

To create a custom related list so that you can associate your data with standard tabs

Getting Started
For custom objects
If youre using Salesforce Classic from Setup enter Objects in the Quick Find box then select
Objects
If youre using Lightning Experience from Setup enter Object Manager in the Quick Find
box then select Object Manager
For custom tabs for a custom object enter Tabs in the Quick Find box then select Tabs

Tips and Hints
Creating custom objects
Establish object relationships first before adding all custom fields page layouts and related lists
Click Edit List Layout to choose columns for key views and lookups
The standard Name field is required on custom object related lists and page layouts
Provide meaningful names for your custom objects The plural label of the custom object will also be
used as the label of the custom tab based on that object
Build custom reports and dashboards using the data in your custom objects
Defining relationships

Review the entity relationship diagram available in the SOAP API Developer Guide

Building Custom Objects Tabs and Related Lists

Troubleshooting

Each custom object can have up to two masterdetail relationships and up to total relationships
The Related To entry cant be changed after you save the relationship
Create a masterdetail relationship before a custom object contains data
Creating custom tabs
The title of the custom tab is the same as the plural label of the custom object
We recommend selecting the Append tab to users existing personal
customizations checkbox
Set permissions on tabs and page layouts so that users cannot see your changes until they are finalized
By using Visualforce your tab can look and feel like other Salesforce pages

Troubleshooting

How do I customize the tab settings of my users

From Setup enter Profiles in the Quick Find box then select Profiles select a profile
then edit the tab settings

How do I customize the tabs that appear in my apps

From your personal settings enter Customize My in the Quick Find box then select
Customize My Tabs No results Enter Display in the Quick Find box select Change
My Display then click Customize My Tabs

How do I make my custom related list appear on a standard tab

From Setup click Customize and select the appropriate tab and page layout link Check to see
that the related list has been added for the appropriate people

How can I change the columns in my custom related list

From the management settings for your custom object find Page Layouts
If youre using Salesforce Classic from Setup enter Objects in the Quick Find box
select the object then scroll to the Page Layouts section
If youre using Lightning Experience from Setup enter Object Manager in the Quick
Find box then select Object Manager Next click the custom object and then scroll down
to the Page Layouts section
Click Edit in the Page Layouts related list select a related list to edit and then click Edit Properties

Why cant I create a masterdetail relationship

Determine whether the custom object already contains data If you delete the data in your custom
object you can define the relationship If you cannot delete the data in your custom object create
a lookup relationship first and then populate the lookup reference field in each record with a valid
value Next click Edit by the relationship and convert it to a masterdetail relationship

***