Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Custom Object to Store Course Attendee Information

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Create a Custom Object to Store Course Attendee Information

            Create an object to hold information about a course attendee delivery like the attendee's name, selected course, and attendee status.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions

            Managed Packages aren’t available in Database.com.
            User Permissions Needed
            To create and edit custom objects: Customize Application

            This custom object works in conjunction with Automate a Course Management Process Project.

            1. Open Object Manager
              • From Setup, click Object Manager.
              • From a record or home page, click Gear icon indicating Setup, select Setup, and then select Object Manager.
            2. Create a custom object named Course Attendee.
              1. Click Create, and then click Custom Object.
              2. For Label, enter Course Attendee and for Plural Label, enter Course Attendees.
              3. Before saving the custom object, under Object Creation Options, select Launch New Custom Tab Wizard after saving this custom object.
              4. Click Save.
                The Tabs screen opens.
              5. For Tab Style, click the magnifying glass and then select a style.
              6. Use default settings and click Next until you can save the new object.
              7. Click Save.
                The object opens in Object Manager.
            3. Add a lookup field to the Course Attendee object named Course Delivery.
              1. Select Fields & Relationships, and then click New.
              2. Select Lookup Relationship, and then click Next.
              3. For Related To, select Course Delivery, and then click Next.
              4. For Field Label, enter Course Delivery.
              5. For Field Name, enter CourseDeliveryId
              6. Use the default settings and click Next until you can save the field.
              7. Click Save & New.
                A new custom field window opens.
            4. Add a lookup field to the Course Attendee object named Student.
              1. Select Lookup Relationship, and then click Next.
              2. For Related To, select Contact and then click Next.
              3. For Field Label, enter Attendee.
              4. For the Field Name, enter AttendeeId.
              5. Use the default settings and click Next until you can save the field.
              6. Click Save & New.
                A new custom field window opens.
            5. Add a Boolean field to the Course Attendee object named Paid.
              1. Select Checkbox, and then click Next.
              2. For Field Label, enter Paid.
              3. Use the default settings and click Next until you can save the field.
              4. Click Save & New.
                A new custom field window opens.
            6. Add a text field to the Course Attendee object named Confirmation Code.
              1. Select Text, and then click Next.
              2. For Field Label, enter Confirmation Code.
              3. For Length , enter 255.
              4. Use the default settings and click Next until you can save the field.
              5. Click Save & New.
                A new custom field window opens.
            7. Add a picklist field to the Course Attendee object named Status.
              1. Select Picklist and then click Next.
              2. For Field Label, enter Status.
              3. For Values, select Enter values, with each value separated by a new line.
              4. In the text box, enter these values on separate lines: Waitlisted, Enrolled, and Canceled.
                If the attendee statuses are different for your company, change the names, and add or remove statuses in this step.
              5. Use the default settings and click Next until you can save the field.
              6. Click Save & New.
                A new custom field window opens.
            8. Add a date field to the Course Attendee object named Waitlisted On.
              1. Select Date, and then click Next.
              2. For Field Label, enter Waitlisted On.
              3. Use the default settings and click Next until you can save the field.
              4. Click Save.
                Course Attendee object showing the list of fields created in this section

            See Also

             
            Loading
            Salesforce Help | Article