Salesforce: Overview on Creating Custom Object with a Spreadsheet
ฝัง
- เผยแพร่เมื่อ 4 ส.ค. 2024
- In this video I will be showing how you can create a custom object with using a spreadsheet. This is only an overview of you could do.
The common way of creating a custom object is going to object manager and follow specific steps.
You will be able to define the object and fields and import records contained in the spreadsheet.
This can be done in production or sandbox. Sandbox is highly recommend.
resources:
trailhead.salesforce.com/cont...
www.salesforceben.com/lightni...
help.salesforce.com/s/article...
**Timestamp**
00:00 - Intro
00:12 - Object Manager
00:29 - Spreadsheet source
01:14 - Overview of defining the object and fields page
04:20 - Toggle previews
04:48 - Changing datatype on field
05:05 - Naming Convention for object and settings
06:13 - Processing the object, field, and records.
06:36 - Checking if it will show in the app
07:00 - Important note for fields.
08:20 - Outro
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