Loading
Salesforce now sends email only from verified domains. Read More
Ongoing maintenance for Salesforce HelpRead 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 Delivery Information

            You are here:

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

            Create a Custom Object to Store Course Delivery Information

            Create an object to hold information about a delivery of a course like the instructor, region, and start date.

            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 Delivery.
              1. Click the Object Manager tab.
              2. Click Create, and then click Custom Object.
              3. For Label, enter Course Delivery and for Plural Label, enter Course Deliveries.
              4. Before saving the custom object, under Object Creation Options, select Launch New Custom Tab Wizard after saving this custom object.
              5. Click Save.
                The Tabs screen opens.
              6. For Tab Style, click the magnifying glass and then select a style.
              7. Use default settings and click Next until you can save the new object.
              8. Click Save.
                The object opens in Object Manager.
            3. Add an auto number field to the Course Delivery object named Course Delivery Number.
              1. Select Fields and Relationships, and then click New.
              2. Select Auto Number, and then click Next.
              3. For Field Label, enter Course Delivery Number.
              4. For Display Format, enter CCD-{000000}.
              5. For Starting Number, enter 100.
              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 Delivery object named Course.
              1. Select Lookup Relationship, and then click Next.
              2. For Related To, select Course, and then click Next.
              3. For Field Label, enter Course.
              4. For Field Name, enter CourseId.
              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 lookup field to the Course Delivery object named Instructor.
              1. Select Lookup Relationship, and then click Next.
              2. For Related To, select Contact and then click Next.
              3. For Field Label, enter Instructor.
              4. For Field Name, enter InstructorId.
              5. Use the default settings and click Next until you can save the field.
              6. Click Save & New.
                A new custom field window opens.
            6. Add a number field to the Course Delivery object named Maximum Attendees.
              1. Select Number and then click Next.
              2. For Field Label, enter Maximum Attendees.
              3. For Length, enter 2.
              4. For Default Value, enter 20.
              5. Use the default settings and click Next until you can save the field.
              6. Click Save & New.
                A new custom field window opens.
            7. Add a picklist field to the Course Delivery object named Region.
              1. Select Picklist and then click Next.
              2. For Field Label, enter Region.
              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: North, South, East, and West.
                If the regions are different for your company, change the names, and add or remove regions 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 Delivery object named Start Date.
              1. Select Date and then click Next.
              2. For Field Label, enter Start Date.
              3. Use the default settings and click Next until you can save the field.
              4. Click Save & New.
                A new custom field window opens.
            9. Add another picklist field to the Course Delivery 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: Scheduled, Full, and Canceled.
                If the 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.
              Course object showing the list of fields created in this section

            See Also

             
            Loading
            Salesforce Help | Article