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Deepak PG How to create a Custom Object like Accounts and Opportunities
We want to create a Customer Track custom object and create a child objects under that. It should look like how the Accounts and Opportunity page. So how to create the object like that.
May I request you please elaborate your requirement so that we can understand better and can help you accordingly.
If you want to create custom objects (customer track) then you can follow the below help article.
- https://help.salesforce.com/articleView?id=dev_objectcreate_task_parent.htm&type=5
In order to create child objects, you have to establish a relation between both parent and child. May I suggest you please refer to below trailhead which explains the same very clearly.- https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/object_relationships
If you want to create the same pages as Account and Opportunity then you can make use of Record types and Page Layouts. For more information please refer to below links.- https://www.salesforcetutorial.com/page-layouts-and-record-types-in-salesforce/
- https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object
Hope this helps.Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
You can create custom object by this way:
Go to setup -> Click on Object Manager -> Create Custom Object -> Enter Name Of Object.
Same way create another object and establish the relationship between them.
If you find your Solution then mark this as the best answer.
Thank you!
Regards,
Suraj Tripathi