Set Up Your Data Your Way
Optimize your Salesforce data to fit the unique needs of your users. You can create your own objects with data that fits together in the ways that make the most sense for you.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| The available customization options vary according to which Salesforce Edition you have. |
| User Permissions Needed | |
|---|---|
| To view setup options: | View Setup and Configuration |
| To customize your org: | Customize Application |
- Store Information That’s Unique to Your Organization
Create custom objects to store information that’s unique to your organization. Choose whether your custom objects are searchable, support sharing, or include access to the Bulk API and Streaming API. - Store Customers’ Data Privacy Preferences
Store certain data privacy preferences for your customers. - Classify Sensitive Data to Support Data Management Policies
Record data sensitivity and compliance categorization at the field level. Data classification can be used to guide decisions around access, reporting, and data compliance. - Design Your Own Data Model With Schema Builder
Schema Builder provides a dynamic environment for viewing and modifying all the objects and relationships in your app. This greatly simplifies the task of designing, implementing, and modifying your data model, or schema. Schema Builder is enabled by default. - Create Objects with Schema Builder
Custom objects are objects that you create to store information that's specific to your company or industry. You can create them via Setup or in the Schema Builder. - Create Fields with Schema Builder
Add new custom fields to an object right inside Schema Builder. - Delete Custom Objects with Schema Builder
You can delete the custom objects that you no longer need by using Schema Builder. - Delete Custom Fields with Schema Builder
Avoid custom field clutter by using Schema Builder to delete custom fields that you no longer need. - Schema Builder Custom Object Definition
These fields are key to defining your custom object. - Schema Builder Considerations
Keep these items in mind when working with Schema Builder. - Create Custom Settings
Use custom settings to create custom sets of data, or to create and associate custom data for an org, profile, or user. - Customize Fields
Customize standard and custom fields to tailor your org to your own unique requirements. - Calculate Field Values with Formulas
A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can help you automatically calculate the value of a field based on other fields. - Generate Emails From Records
A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the recipient's name rather than a generic “Hello!”.
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