How to Create and Configure a Custom Object in Salesforce | Adobe Sign


How to create and configure a custom object in Salesforce to be used for Adobe Sign?


Salesforce environment


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.

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

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

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

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

  9. 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.

Adobe logo

Sign in to your account