Log in to your Salesforce account.
Objective
How to create and configure a custom object in Salesforce to be used for Adobe Sign?
Environment
Salesforce environment
Steps
To create custom object in Salesforce, perform the following steps:
-
-
Click Setup at the upper-right corner.
-
Under the Build section, click Create and select Objects.
-
To create a custom object, click New Custom Object.
-
Enter the name of the Custom Object in Label, Plural Label, and Object Name.
-
Select the Launch New Custom Tab Wizard after saving this custom object check box and click Save.
-
To select an icon for the tab, click the Search icon and click Save.
-
To make the Custom Object available to Profiles, select the appropriate option and click Next.
-
Choose the custom apps for which the new Custom tab is required and click Save.
Additional information
When you create a Custom Object, by default you do not get options to make this Custom Object available to different Profiles and Custom Apps. Hence, launch New Custom Tab wizard to create a fully qualified Custom Object.