--- title: "SFDC: Creating a New Object" description: "Hi Everyone, here we are going to see how to create a new object in our salesforce app" author: "Anonymous User" published: 2015-03-04 updated: 2019-09-07 canonical: https://www.mindstick.com/articles/1630/sfdc-creating-a-new-object category: "sales force" tags: ["cloud computing", "cloud", "sfdc"] reading_time: 4 minutes --- # SFDC: Creating a New Object In my last post SFDC: Add field to an Object , we added fields in our merchandise object. Now here we see how to add new object in our app.\ To make the [Warehouse](https://www.mindstick.com/blog/124804/essential-equipment-for-every-warehouse) app more realistic, we need **invoices** to track orders going in and out of the warehouse. Here, we learn how to extend the app further by: • Creating another **custom object**, for keeping track of invoices. This object needs a Status field to track whether the invoice is open, closed, or somewhere in-between. • Adding a tab to the app so users can work with invoices. • Reordering tabs for easier navigation. ## Create the Invoice Object Using the Wizard **An invoice is [required](https://yourviews.mindstick.com/view/81031/vigilence-required-during-corona-pandemic) to move [inventory](https://www.mindstick.com/articles/330314/5-inventory-management-techniques-to-boost-efficiency) into or out of the warehouse.** In this step, we create an invoice object that allows us to create multiple invoice statements, each with a unique number, status, and description. 1. Return to Setup, and click Create > Objects. 2. Click New Custom Object. 3. Fill in the custom object definition. § In the **Label**field, type Invoice. § In the **Plural** Label field, type Invoices. **Select Starts with vowel sound.** § In the **Record Name** field, type Invoice Number (replace Name with Number). § For Data Type, select **Auto Number.** § In the **Display Format** field, type INV–{0000}. (Note there are no spaces.) § In the **Starting Number** field, type 0. In the Optional [Features](https://yourviews.mindstick.com/view/86404/best-5-rolls-royce-cars-to-buy-with-features-and-price) section, select Allow Reports (in case you create reports later). **4.** Select Launch New [Custom Tab](https://www.mindstick.com/forum/34700/create-a-custom-tab-layout-in-android-studio) Wizard after saving this custom object. **5.** Click Save. ![SFDC: Creating a New Object](https://www.mindstick.com/mindstickarticle/8c8bfc24-35f1-49a3-bf6f-3a1bbf0109ca/images/2fe9394a-75e4-4f90-b97a-1f6f0607eff7.png) ## Add an Invoice Tab to the App When you click the Merchandise tab, a list of Merchandise records appears. Similarly, you need to create a tab that displays Invoices. **1.** Because you selected Launch New Custom Tab Wizard... in the previous step, you should now be looking at that wizard **(if you’re not, click** **Setup > Create > Tabs, and then click New in the Custom Object Tabs section).** Choose your Invoice object. **2.** In the Tab Style lookup, choose Form and click Next and then Next again. **3.** It makes sense to display this new tab for the Warehouse app. On the Add to Custom Apps page, clear the checkbox next to all apps except Warehouse. **4.** Click Save. ![SFDC: Creating a New Object](https://www.mindstick.com/mindstickarticle/8c8bfc24-35f1-49a3-bf6f-3a1bbf0109ca/images/d6d9bf50-f6b4-4274-8535-354f3002eabf.png) ![SFDC: Creating a New Object](https://www.mindstick.com/mindstickarticle/8c8bfc24-35f1-49a3-bf6f-3a1bbf0109ca/images/4a7c9ffd-f245-468c-851c-804a1bc419e8.png) ## Reorder Tabs in app: Take a look at the tabs across the top of your screen and you see the new Merchandise tab isn’t next to the Invoice tab. You can put tabs in any order you like, so go ahead and put them next to each other. 1. The Setup menu on the left should already be open, so click **Create > Apps and click** Edit next to your Warehouse app. 2. In the Selected Tabs list, select Invoices and use the up arrow to move it under Merchandise. 3. Click Save and then take a look at the tabs. ![SFDC: Creating a New Object](https://www.mindstick.com/mindstickarticle/8c8bfc24-35f1-49a3-bf6f-3a1bbf0109ca/images/dc63d401-67e8-4040-867e-28dd396a0dd0.png) ## Add a Status Field to the Invoice Object If you try to create an invoice now, you won’t be impressed. There aren’t any fields that you can modify because they are all [standard](https://www.mindstick.com/articles/23223/naming-convention-or-coding-standard), auto-managed fields. In this step, you extend the Invoice object to add a new **Status picklist** field to track the status of each invoice. 1. In the Setup area, click **Create > Objects** and then click Invoice. 2. Scroll down to **the Custom Fields & [Relationships](https://www.mindstick.com/blog/11850/how-to-build-stronger-relationships-with-your-employees)** related list and click **New**. 3. For Data Type, select **Picklist**and click Next. 4. Fill in the custom field details. a. Field **Label**: Status b. Type the following **picklist**values in the box provided, with each entry on its own line. 1. Open 2. Closed 3. Negotiating 4. Pending c. Select Use **first value as [default value](https://www.mindstick.com/forum/23023/default-value-when-using-singleordefault).** d. In the Help [Text field](https://www.mindstick.com/forum/33753/how-to-get-value-from-text-field-on-button-click-in-ios), type Choose a value from the drop-down list. 5. Leave the defaults for the remaining fields and click Next, Next, and Save. ![SFDC: Creating a New Object](https://www.mindstick.com/mindstickarticle/8c8bfc24-35f1-49a3-bf6f-3a1bbf0109ca/images/eaa34d43-0051-4d3a-985f-12c04518cc04.png) ## Add Records to Invoice Object: 1. Click the **Invoices tab.** 2. Click **New**. Notice that you can choose a status for the invoice, but leave it as Open. 3. Click **Save**. 4. Click the Invoices tab again and notice there’s a new invoice, with the number INV-0000. Create another new invoice, this time with a Closed status. 5. Click the **Invoices tab** again and see your two invoices. ![SFDC: Creating a New Object](https://www.mindstick.com/mindstickarticle/8c8bfc24-35f1-49a3-bf6f-3a1bbf0109ca/images/db2e4f13-1ada-46e9-b6b4-b53daff2ba71.png) ***This document is referred from [salesforce help tutorials](http://www.salesforce.com/us/developer/docs/workbook/index.htm)* --- Original Source: https://www.mindstick.com/articles/1630/sfdc-creating-a-new-object Copyright © MindStick Software Pvt. Ltd. This Markdown version is provided for developers, AI systems, and offline reading.