Objects and Tabs in Salesforce

Objects and Tabs in Salesforce

On March 21, 2023, Posted by , In Admin Tutorial,Salesforce Admin, With Comments Off on Objects and Tabs in Salesforce

Table of Contents

Salesforce Objects Overview

Salesforce Objects serve as the backbone of the Salesforce platform, functioning as database tables that store data pertinent to an organization. These objects are categorized into two primary types:

  1. Standard Objects: These are pre-defined objects provided by Salesforce.com, such as Users, Contracts, Reports, and Dashboards. They cover common business needs and are integral to the Salesforce ecosystem.
  2. Custom Objects: Created by users, custom objects allow for the storage of information unique to an organization. They are pivotal in developing applications on Salesforce, offering a flexible structure for data sharing.

Properties of Custom Objects

  • Custom Fields: Enable the addition of specialized fields to capture unique data.
  • Relationships: Allow linking to other objects, facilitating data interconnection.
  • Page Layouts: Define how records are displayed, enhancing user experience.
  • Custom Tabs: Provide a dedicated user interface for easy access to the custom object’s data.

Custom Object Behavior

Custom objects extend your organization’s data schema and operate similarly to standard objects. They can be defined through the user interface and support various relationship types, including many-to-many relationships. This versatility allows for complex data interconnections between different objects.

External Objects

While similar to custom objects, external objects differ in that they store data outside the Salesforce organization. Accessible through Salesforce Connect and Files Connect, they enable seamless integration with external data sources.

Big Objects

Designed to handle vast amounts of data, Big Objects provide a solution for storing and managing large data sets within Salesforce. They are essential for archiving data or integrating large external datasets, offering a comprehensive view of customer information. Big Objects ensure consistent performance, regardless of the volume of records, and come in two varieties: standard and custom.

For a deeper understanding of Salesforce components, consider exploring the Salesforce Trailhead platform, which offers a wealth of resources to enhance your Salesforce skills.

Objects and Tabs

An object in Salesforce is a database table that stores a collection of records and fields. Here, fields act as table columns while records act as rows.

Before reading 4th tutorial, please read Salesforce Admin tutorial – 3, explains about how to create Salesforce Apps.  

Salesforce comes with some built-in standard objects. But it allows users to create custom objects as well. We can refer to both standard and custom objects as Sobjects, which stands for Salesforce objects. 

Salesforce Developer edition puts a limit of 400 objects per org. 

A tab, on the other hand, is a link you can create to an object on Salesforce. It gives you a UI path to access an object quickly and easily. There are four types of tabs: custom, web, VF, LC, and LP. 

For now, let’s look at custom tabs. 

Let’s see how to create a new “Employee” object and a tab that links to it. 

On the Salesforce home page, click on the Object Manager to view a list of objects available in your app. Currently, it consists of standard objects provided by Salesforce like Account and Activity. 

Object Manager to view a list of objects available in your app

To create a custom object in the app, click on the “Create” dropdown in the top right corner and select the “Custom Object” option. It takes you to a new page to enter the details of the new object. 

You can add the object label (Employee), plural label (Employees), and other necessary information here. 

New Custom Object in Salesforce Admin Tutorial

It contains numerous options to customize your object, such as selecting its data type, allowing reports, allowing search, and setting deployment status. Setting the “Allow search” option makes your object discoverable through global search. You also need to set its deployment status to “Deployed” to ensure the object gets created as expected. 

New Custom Object setup 2 in Salesforce Admin Tutorial

You can also check the “Launch New Custom Tab Wizard after saving the custom object” option to ask for Salesforce’s help in creating a tab for the object. So now, once you save the new object, Salesforce takes you to the Custom Tab Wizard page. 

Here, you can pick the tab style for the object. Then, click next. 

Launch New Custom Tab Wizard after saving the custom object in Salesforce Admin Tutorial

Keep the options on the second page in their default values and move to the next page. 

add to custom apps in Salesforce Admin Tutorial

Here, select the apps that this tab should be included in according to your requirements.

setup tabs in in Salesforce Admin Tutorial

Once the selection is finished, you can save the tab and view a detailed view of the newly created object.  

Setup object Manager – Employee in Salesforce Admin Tutorial

It shows the API name as “Employee__c.” This objectname__c format is specific to custom objects created on Salesforce. You can verify this by checking the Object Manager, where only custom objects have API names like this, not the custom ones. 

Now, if you go to your custom app and check its tabs, you’ll be able to see the new tab linking to the Employee object. 

Custom App in Salesforce Admin Tutorial

You can create a new record for this object by clicking the “New” button in the top right corner. It shows that our Employee object already has a field called “Employee Name” even though we didn’t create one ourselves. This comes by default from Salesforce. 

New Employee in Salesforce Admin Tutorial

If you add an employee name and create a new record, you’ll see more information Salesforce has added to it by default. 

  • Created By
  • Owner
  • Last Modified By
Create a new record in Salesforce Admin Tutorial

Salesforce Objects and Tabs Video:

Salesforce Tabs Overview

In Salesforce, tabs function as a user interface element that facilitates the creation and viewing of records within objects. There are three primary types of tabs available in Salesforce:

  1. Custom Object Tab: Enables users to create a tab for a custom object to easily access and manage its records.
  2. Web Tab: Allows the integration of external web content or websites directly into the Salesforce interface.
  3. Visualforce Tab: Used to display custom Visualforce pages within the Salesforce interface.

Creating a Custom Tab in Salesforce

To create a custom tab, follow these steps:

  1. Navigate to Setup > Build > Create > Tabs.
  2. Click on New under the Custom Object Tabs section.
  3. Select the object for which you want to create the tab, choose the tab style, and enter other necessary details.
  4. Click Save to complete the tab creation process.

Salesforce Standard Objects Overview:

Salesforce standard objects are predefined objects that come with the Salesforce platform. These objects represent common business entities and are distinct from custom objects, which are created by users to store unique information specific to their organization. Some of the most commonly used Salesforce standard objects include:

  • Account: Represents an individual account, which can be a company, organization, or person involved with your business, such as a customer, partner, or competitor.
  • Contact: Represents an individual person associated with an account.
  • Lead: Represents a potential sales opportunity or prospect.
  • Opportunity: Represents a potential revenue-generating event or sales deal.

Additional Standard Objects in Salesforce:

  • AcceptedEventRelation: Represents participants with the status “Accepted” for an event.
  • ActionCadence: Defines a sales cadence (available from API version 45.0 and later).
  • ActionLink: Represents a button on a feed element that directs users to another webpage or triggers an API call.
  • Workload: Represents the time series for work item volume and average handling time (available from version 49.0).
  • WorkOrder: Represents field service work to be performed for a customer.
  • WorkGoal: Represents components of a goal, including metrics and descriptions (discontinued in API version 35.0).
  • WorkStep: Represents a work step in a work plan (available from API version 52.0).
  • WorkThanks: Represents the source and message of a thanks post.
  • WorkType: Represents a template for work orders or work order line items, defining the type of work to be performed in Lightning Scheduler and Field Service.
  • WorkforceCapacity: Represents the time series for actual or forecasted workforce allocation (available from API version 51.0).

Create a Custom Object Tab:

In Salesforce Classic, when you add a custom object tab to an application, it appears as a tab within the application. In contrast, in the Lightning Experience, the custom object tab appears as an item in the app’s navigation bar and in the App Launcher.

To add a custom object tab:

  1. Navigate to Setup and use the Quick Find box to search for “Tabs.” Then, select Tabs from the results.
  2. Click New in the Custom Object Tabs section.
  3. Choose the custom object that you want to display in the tab. If the custom object has not been created yet, select the option to create a new custom object and refer to the instructions for creating a custom object.
  4. The tab’s label will automatically be the plural form of the custom object’s label.

To customize the tab’s appearance:

  1. Click the Tab Style lookup icon to open the Tab Style Selector.
  2. If a tab style is already in use, you will see a number in brackets [] next to the tab style name. Hover over the style name to view which tabs use that style. To narrow down the list, click Hide styles which are used on other tabs.
  3. Choose a tab style to select the color scheme and icon for your custom tab.
  4. If your organization has access to the Documents tab, you can click Create your own style in the Tab Style Selector dialog to create a custom tab style.
  5. Optionally, you can select a custom link to serve as the introductory splash page when users first click the tab.
  6. Enter a description for the tab, if desired, and click Next.
  7. Select the user profiles that should have access to the new custom tab.
  8. For Professional Edition users and Salesforce Platform One license users, tab visibility is set to Default On.
  9. Specify the custom apps that should include the new tab.
  10. To add the tab to your users’ customized display settings (if they have personalized their display), select Append tab to users’ existing personal customizations.
  11. Save the tab.

Next article, Salesforce Admin tutorial – 5.

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