• Skip to main content
StarrDataStarrDataStarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

Tips on Creating Salesforce Custom Objects

By Darren Starr
Facebook
Twitter
Twitter

Most of us prefer to use native Salesforce.com components whenever possible. However, it’s not always possible to get the results we desire with the built-in components and that’s where Salesforce Custom Objects come into play.

 

Salesforce Custom Objects allow you to extend functionality past the native Salesforce CRM suite (Leads, Accounts, Opportunities, etc). Custom objects are custom database tables that allow you to store information unique to your organization.

Here are a few tips to think about when planning and creating a new Salesforce Custom Object:

  • Sometimes, a new section and a few fields on the detail page will meet your requirements, but if you find yourself creating five of the same field (like lookup fields to the same object) because you might need them for some records, then a Salesforce Custom Object might be a better solution.
  • Utilize Salesforce Custom Objects when you want to link multiple records to one record or when you need a new data table.
  •  Master/detail fields will allow for roll-up summary data from your Salesforce Custom Object to the master object.
  •  You can have two master/detail links per Salesforce Custom Object like a custom object called Time Cards that tracks hours against cases and contracts. Then you can see the total hours on each case as well as the total hours for all cases on the contract.

Read more about Salesforce Custom Objects here.

Click here to download our FREE Salesforce Best Practices Guide!

StarrForce is a Salesforce Partner that helps companies deploy, optimize and support Salesforce.com. If you would like information on the services we offer call us at (888) 391-4493 Ext. 101.

 

Posted in CRM, Salesforce Best Practices, Salesforce.com

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.