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Questions tagged [custom-object]

A custom object is an object that is created in an org as opposed to standard objects which are provided by Salesforce. Objects in Salesforce are like tables, so creating a custom object is analogous to creating a table in a relational database.

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Lookup required change in managed package

Lookup options include [✓] Required (Always require a value in this field in order to save a record) What to do if the lookup record is deleted? ( ) Clear the value of this field. You ...
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Data normalization in Salesforce Object in conjunction with Form Assembly?

I'm looking to leverage Form Assembly in Salesforce to develop an online form. I'm a newb to both Salesforce and Form Assembly, but I'm wondering if the system supports a traditional normalized data ...
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Apex Sharing and Custom Object Queue

I'm a bit new to SF development (mostly experienced in Marketing Cloud), but I'm working on an Apex class and I had a question about the data that would be returned from one of it's functions. Let's ...
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How to set multiple objects as parents for a custom object

I have requirement where a custom objects needs to have multiple objects as its parents. For example a custom object must have master-detail relationships with Account, Opportunity, Case etc. We can ...
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1answer
28 views

Custom Object Record not showing up in search

I have a custom object record that is not showing up in search. I can view the record on the recent record list view, I can edit the record. Other records of the same object show up in search. What ...
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1answer
33 views

Dev Platform - Custom Object

I just created a developer org for a customer presentation. I have created a special object from the object manager. When creating, a warning message appears: "Permissions for this object are ...
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New instance of Custom Object

I'm trying to create a new instance of an existing Custom Object. I have modified an existing object in the sandbox environment and want to preserve the original object when I push to production. ...
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1answer
20 views

How to populate an object with JSON data from a remote server?

I'm new to SF development, my client(who owns the SF account I'm working on) created an object and he wants the JSON objects that I will be sending from a different server through a POST method to be ...
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1answer
29 views

No option to create new apex class

I was trying to create a new apex class, however to my surprise I did not find the "New" button that is supposed to be next to the "Generate from WSDL" does anyone know why this may be happening? ...
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1answer
34 views

List out the standard and custom objects list without writing code?

I want to prepare a list of standard and custom objects in my salesforce production org. This is for documentation and future reference purpose. I used Salesforce Optimizer Tool, its really useful ...
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1answer
20 views

Copy opportunity information to custom object using a button [closed]

I'm trying to create a new custom object when an opportunity is closed won. For that I chose to use a button in the opportunity's page layout to create a new custom record. I want to fill ...
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Process Builder send out Correct emails (not retroactively)

We have a custom child object called ‘Placements’ which has a many to one relationship to the parent ‘Account’ (person Account) object. We currently send out emails to the Account (via a process – ...
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1answer
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Lookup fields on a custom object seem to be missing?

My org has a custom object - call it Wario__c - with two lookup fields. It can be the child of either a Lead or a Contact object. In the Custom Object Definition for Wario, it displays Contact (...
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38 views

What a community user can do on the custom object record?

Has anyone implemented a community from a NPSP org ? I need to launch a community with a NPSP org, but I have a question that the documentation doesn't answer me. What a user can do on a record of a ...
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1answer
31 views

Looking up custom object field & returning field based on multiple criteria

I have a custom object that contains a User field, as well as several other fields (Industry, State/Region). I want to look up these fields based on a Lead record and return the matching user (and ...
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1answer
26 views

Cannot give profile read access to custom object

When I try to edit a profile to give read writes to a custom object it complains about not having rights to other objects but I cannot go to those objects and give the rights either as it complains ...
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1answer
25 views

Prepopulate user lookup fields with current user, with additional criterias

I have a custom object that we use to log client visits, where both a Sales Rep & a Support Engineer can take part. I have 2 custom lookup fields on this object, one is called "Sales Rep", while ...
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0answers
26 views

No such column on sobject error occurring on sObject that does have that column

When attempting to update a custom object using SF default API endpoints (/services/data/v43.0/sobjects/MyCustomObject__c/customId__c/4003) I am getting a weird error telling me that a column doesn't ...
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4answers
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Journey Exit Criteria Based on SF Custom Object

I am working on a journey that kicks off when a custom object "Warranty" is created in Salesforce and the "Warranty Extended" field on that newly created warranty equals false. If at some point ...
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1answer
107 views

SendEmail failed. First exception on row 0; first error: INVALID_ID_FIELD, WhatId is not available for sending emails to UserIds.:

Error: SendEmail failed. First exception on row 0; first error: INVALID_ID_FIELD, WhatId is not available for sending emails to UserIds. I want to send email through the snippet in below. List < ...
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1answer
50 views

How to serialize a custom Salesforce Class object with nested objects to json

I am a noob on serialising in SF. I have a SF object which i Want to serialise to JSON. The object contains nested data. Do I need to create all the nested data first an add these to the outer ...
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1answer
49 views

Retrieve/Update Salesforce Custom Object

I want to retrieve/update the custom object which is on the connected sales cloud org. For that, I'm used the Ampscript 'RetrieveSalesforceObjects()' and 'UpdateSingleSalesforceObject()' methods but ...
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31 views

Track Knowledge Article Views by User in Apex

Do you know how to obtain the articles viewed by each user in my community? I would not like to create a custom object because I would have many records. I would like to add this functionality to my ...
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sfdx force:source:convert is not converting CustomObject

I am a newbie to Salesforce and DX. We are not completely ready to move to DX at the moment, so, we are trying to do deployments (without ScratchOrgs and Packages) using package.xml. Here is what I ...
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Hide Managed Custom Object Field

We want to delete a managed package field or change its data type but its not possible. A workaround is we can hide it from page layout so package user can see it. We have tried this to but it is not ...
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1answer
47 views

Implicit sharing on custom objects relationship

For a parent and child in a lookup relationship with a Grandparent of the parent. If a OWD is set to private for all objects then what will happen if- 1) CRUD access is not provided to any two of ...
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1answer
67 views

Searching for records in list view when more than 2000 rows

I have a custom object that has more than 2000 records. I have a custom field, id__c, that is a number that is searchable. The records I have in there have id__c's ranging from 1 to 3000. I am ...
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Notes and Attachment Issues

I have a Custom Object record that I went ahead and added an image attachment to and I also created a note related to that user. I am having two problems: 1) I tried using this solution in the dev ...
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1answer
34 views

Update custom object upon opportunity stage change

I recently managed, with your help, to list available real estate properties (a custom object) based on its linked Opportunity StageName. Now I noticed that this method will eventually return false ...
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1answer
90 views

Didn't understand relationship 'Opportunities' in FROM part of query call

This is a real estate development that has a Development object and a Property__c object. Properties can be related to a Development or not. Also, properties are tied to opportunities. Now I need ...
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1answer
14 views

Object Manager doesn't retrieve some object?

I can't retrieve my object ParametresMetier__c in the Object Manager, Tho I can query it using Inspector as exemple, I thought all objects where present in the Object Manager, wasn't it true ? ...
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0answers
38 views

Add custom event object to calendar, and sync with Outlook via Lightning Sync

I created a custom "Event" type of object, where our Sales Reps log client visits or calls. I offered the chance for our Sales Reps, to include another user on the event (like an engineer, who helped ...
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1answer
32 views

Add always visible NEW button to related list

I created a custom object, that is related to my Opportunities, and I would like to offer the possibility to create a new record of this custom object, but achieve this with the fewest clicks possible....
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1answer
51 views

Create lookup field that can relate to two types of objects

I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an ...
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1answer
11 views

Picklist Text to Numerical Value

I am putting together an evaluation form in Salesforce. I am using Customer object Greeting__c, the pick list values are High, Met, Below. I would like to assign a formula that sets "High" to ...
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22 views

Standard New button on related lists behaves differently for different custom objects

We have 4 custom object related lists on our Account object. All have a field on the record detail to lookup to the Account. When selecting New on the related list for 2 of the objects, the Account ...
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1answer
25 views

Add new tab to Account's activity

When clicking on an account, the client has an activity tab on the right side of the page. The activity currently has 2 tabs under it. One is for New Task and another for Email. The client wants to ...
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2answers
96 views

Salesforce Objects & record Counts

Is there any way to generate XLS/HTML output with below details from Salesforce? List of all STANDARD & CUSTOM Objects Record Counts associated with above objects Thanks Sri
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1answer
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Email Alert on status field selection. Flow Trigger to compare last modified date

I have a requirement to send email alert when seminar attendee(custom object) is selected as contact (look up object) and seminar status as "attended". But when same contact is selected for another ...
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Salesforce : Track related object files create/edit/delete

On our Salesforce instance, we have created a custom object and added "Files" as a related object to it. This is basically used to assign file(s) related to that new object we created. What we want is ...
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1answer
24 views

how to populate field value of un-related object in salesforce

I have an object(lets say A) which stores couple of values of users using salesforce. A contains fields such as country, year and month. I have another object(B) which stores last issue date of a ...
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How to reload opened console tabs

I am using custom button on custom object. When i click on the button, i use onClick javascript function window.location.reload(); problem is, it only reloads active tab, where i clicked on the button....
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1answer
65 views

Getting data via APEX methods based on results of previous APEX methods

I am writing a Web Component that needs to display a Student's list of Courses a Student has a relationship with (displaying in an accordion). When a user expands a Student's course, I need to display ...
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0answers
23 views

Can I Stamp my Service Appointment Status?

I'm looking to capture via the process builder when a Service Appointment status has been changed, and I want to store this timestamp in a custom field from a custom object for each one of the ...
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0answers
17 views

Attachment Last Modified Date on Object

I have created a custom object with a Master-Detail relationship to the Account object in SFDC. The purpose of this custom object, for the moment, is to act as a "shell" to house account plan ...
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1answer
28 views

Setting a default TIME value only, on a Date/Time field

We have a Date/Time field on a custom object which lets us choose the date (perfect!), but defaults the time as 12:00:00. We want it to default to 09:00:00. I tried to go and change the default ...
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1answer
51 views

Getting custom object data related to another custom object

I have been following this article to try and retrieve data for a custom object's related data. Basically, I have a Student__c object, and I have a StudentCourseRelationship__c object. the ...
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1answer
172 views

Get Record Data for Custom Object

I have been following this guide to create a Web Component that gets a records information, however I am having trouble getting this to work with custom object... Is there extra steps you need to take ...
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1answer
13 views

Custom Layout Views for a Record with relationship details

Is it possible to create custom views for a particular record that will include details on related fields? For example, I have a Student object and a Course object, and then I have a ...
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Can I Capture Status Change Times in a Service Appointment?

my team and I want to capture the exact time when a Service Appointment Status changes in order to build metrics around this. So far this are the statuses that I have: Schedules, Responded, Dispatched,...