Salesforce/Admin

[Admin Beginner] Lightning Experience Customization - Set Up Your Org

송테이토 2023. 1. 1. 16:12

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_custom_objects?trail_id=force_com_admin_beginner

Create a Custom Object

→ From the Object Manager in Setup, click Create | Custom Object.

  1. In the Search Status section, select Allow Search.
  2. Select Launch New Custom Tab Wizard after saving this custom object.

Create a Custom Object Tab

내 과제

Create a Custom Object and Custom Fields

  • Create the Energy Audit custom object:
    • Label: Energy Audit
    • Plural Label: Energy Audits
    • Object Name: Energy_Audit
    • Search Status: Allow Search

  • Create the Energy Audit custom tab
  • Create five custom fields on the Energy Audit object:

 

 

  • Field Type: Picklist

  • Label: Type of Installation
  • Field Name: Type_of_Installation
  • Select Enter values, with each value separated by a new line
  • Picklist Values: RooftopCarportGround Mounted

  • Field Type: Lookup Relationship
    • Label: Account
    • Field Name: Account
    • Related To: Account
  • Field Type: Currency
    • Label: Average Annual Electric Cost
    • Field Name: Average_Annual_Electric_Cost
    • Length: 16
    • Decimal Places: 2
    • Help Text: Annual cost per square foot
  • Field Type: Number
    • Label: Annual Energy Usage (kWh)
    • Field Name: Annual_Energy_Usage_kWh
    • Help Text: Usage per square foot
  • Field Type: Text Area (Long)
    • Label: Audit Notes
    • Field Name: Audit_Notes
    • Visible Lines:5