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:

  1. Log in to your Salesforce account.

  2. Click Setup at the upper-right corner.

  3. Under the Build section, click Create and select Objects.

  4. To create a custom object, click New Custom Object.

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  5. Enter the name of the Custom Object in Label, Plural Label, and Object Name.

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  6. Select the Launch New Custom Tab Wizard after saving this custom object check box and click Save.

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  7. To select an icon for the tab, click the Search icon and click Save.

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  8. To make the Custom Object available to Profiles, select the appropriate option and click Next.

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  9. Choose the custom apps for which the new Custom tab is required and click Save.

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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.

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