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在 Salesforce Classic 中查找对象管理设置
Salesforce 可让您通过自定义字段、页面布局和验证规则等功能自定义对象模式。根据您想要查找的哪种对象类型,这些自定义位于“设置”的不同区域中。
Salesforce 可让您通过自定义字段、页面布局和验证规则等功能自定义对象模式。根据您想要查找的哪种对象类型,这些自定义位于“设置”的不同区域中。
| 适用于:Salesforce Classic |
| 适用于:所有版本 |
标准对象(例如“客户”或“联系人”)来自您的 Salesforce 组织方框。
从“设置”中,在快速查找方框中输入适用对象名称,然后选择特定自定义。
例如,要将自定义字段添加到“个案”对象,请在快速查找方框中输入个案,然后在“个案”中选择字段。
从“设置”中,请在快速查找方框中输入对象,并选择对象。接下来,在列表中选择其中一个自定义对象。然后,滚动到特定自定义部分。
例如,要将自定义字段添加到“任务应用程序”对象,请在快速查找方框中输入对象,然后选择对象。单击任务应用程序,然后滚动到“自定义字段”和“关系”。

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