Salesforce Tutorial: Learn To Create Your Own Salesforce App

Salesforce Tutorial

  • How to create the app environment?
  • What are tabs and how to create tabs in your app?
  • What are profiles and how to customize user profiles?
  • How to create objects in the app?
  • How to create fields in objects and define their data type?
  • How to add entries (fields) into these objects?
  • How to link (create a relationship between) two different objects?

Salesforce Org

Salesforce Apps

Steps To Setup The App

  1. Click on Setup button next to app name in top right corner.
  2. In the bar which is on the left side, go to Build → select Create → select Apps from the drop down menu.
  1. Choose Custom App.
  2. Enter the App Label. StudentForce is the label of my app. Click on Next.
  1. Choose a profile picture for your app. Click Next.
  2. Choose the tabs you deem necessary. Click Next.
  3. Select the different profiles you want the app to be assigned to. Click Save.

Salesforce Tabs

Steps To Add Tabs

  1. Click on ‘+’ in the tab menu.
  2. Click on Customize tabs, which is present on the right side.
  3. Choose the tabs of your choice and click on Save

Steps To Create Custom Tabs

  1. Navigate to Setup → Build → Create → Tabs.
  2. Click on New.
  3. Select the object name for which you are creating a tab. In my case, it is Students Data. This is a custom object which I have created (the instructions to create this object is covered later in this blog).
  4. Choose a tab style of your preference and enter a description.
  5. Click on Next → Save. The new Students Data tab will appear as shown below.

Salesforce Profiles

Steps To Create A Profile

  1. Click on Setup → Administer → Manage users → Profiles
  2. You can then clone any of the existing profiles by clicking on Edit

Objects, Fields And Records In Salesforce

  • Standard objects: The objects provided by Salesforce are called standard objects. For example, Accounts, Contacts, Leads, Opportunities, Campaigns, Products, Reports, Dashboard etc.
  • Custom objects: The objects created by users are called custom objects.

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