Salesforce Studio Cheatsheet PDF
Salesforce Studio Cheatsheet PDF
Salesforce Studio Cheatsheet PDF
RELATED LISTS
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 you’re using Salesforce Classic, from Setup, enter Objects in the Quick Find box, then select
Objects.
• If you’re 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.
2
Building Custom Objects, Tabs, and Related Lists Troubleshooting
• Each custom object can have up to two master-detail relationships and up to 25 total relationships.
• The Related To entry can’t be changed after you save the relationship.
• Create a master-detail 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.