Custom Objects: The Basics, Tips, and Tricks ​Julie Workman

Custom Objects: The Basics, Tips, and Tricks Julie Workman Director of Technology [email protected] @juliewworkman

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Introductions

Julie Workman, MS Director of Technology, Blue Star Families

Custom Object Takeaways Unleash the power of custom objects with 1. What are custom objects, really? 2. How to use Schema Builder to understand relationships and model new functionality 3. Understanding considerations when creating objects 4. Object Permissions and access 5. Best Practices

What are custom objects?

Why are Custom Objects so Awesome? Your business needs are unique, complex, and changing Custom objects connect the dots between data sets Custom objects can drive user adoption Flexibility in design

Use Build Create Objects A step-by-step process to create new objects Custom Object Definition Edit Think through that Record Name Label and Format bit!

To Tab, or Not To Tab Just how visible do you want the data in this object to be? Consider Record creation capability, especially for “child” records Search results, reporting, access Use description fields always Careful! Don’t “Include Tab” for every custom App! Still to do: CRED permissions

We have a Custom Object! Awesomeness! What do we have at this point? Standard Fields Name Field Audit Fields Tab Report type Page Layout You know about that Awesome blue rectangle, right?

Object Visibility Will users see the new object? Tabs: Go or no go? Search ability Visibility in Apps—consider including for parent objects Apps: Include your tab in apps of interest Permissions: When creating a new object, visibility depends on Enterprise, Unlimited, Performance, and Developer: depends on “View All Data” or “Modify All Data” disabled Contact Manager, Group, and Professional Editions: CRED permissions are enabled for all profiles Sharing: controlled by OWD Delegating Administration: to non-administrator owners Queues: distributing ownership of records Search: finding custom object records

Use Schema Builder Understand relationships and create/edit objects manually Schema Builder is the visual display of your data model (Setup Build Schema Builder) Lean on your Sandboxes— create and model your solutions freely

Creating Objects using Schema Builder Almost too easy Toggle between Objects and Elements

Model and Understand Relationships Relationships demonstrate the flow of data across objects De-clutter your view using Clear All Isolate objects of interest View, modify relationships and fields using Elements

Object Configuration Don’t stop yet! Review Object level permissions and access Field History Tracking Chatter Feed tracking Reporting Data import Ongoing data quality management

Best Practices Keep your org out of Spaghetti Junction! -Spaghetti Junction by Rhodes Rumsey

Best Practices How to avoid Spaghetti Junction Good governance is key to maintaining org health. Create object-level help Use multiple developer orgs to model functionality Consistency is Key

Thank you