How To: Create a Custom Object, Tab and Fields (Salesforce Admin Series)

hey salesforce friends and welcome back to the channel if you're new here of course my name is adam feusten and i'm a salesforce consultant based in the uk hello from england and uh what we're going to be doing in today's video is we're going to be continuing in the series of videos that will focus on how you can get your admin certification now there will be some videos towards the end of this series that will probably talk a little bit more about the specific questions in this exam um we'll even look to do a q a as well so as we go further to those videos please please please engage with me in the comment section ask any questions that you may have about what it's like how did i become an admin and all this kind of stuff and i'll try and answer all those questions for you or add them together for a q a special at the end but for today's video without further ado we're going to continue with our admin beginner module in trailhead and we're not going to cover every single module in there but what we're going to do is focus on some of the areas that could be a bit tricky for people relatively new to salesforce if you're brand new to salesforce you don't know what crm is or anything but you want to start a career in in salesforce and get your admin certification i recommend going to the trailhead i'm going to put a link in the description but here is if i just share my screen here here is the module we're talking about we're going to focus on it's the trail in trailhead again i'll put this particular link in it's admin beginner one okay now some of you may think oh i've already got my certification for admin fine some of these videos however might be useful to guide you some around some use cases but still if you are looking to get your admin certification i recommend browsing through some of the videos in this series also go into this link and looking at the salesforce platform basics so this is kind of the the starting point and we could do some videos on these if anyone's struggling so do let me know in the comments section do engage with me and let me know but i'm guessing looking at these they're 10 minutes you know long just read it have a look it's looking at basics like you know what is an object an object is basically a database of information think of it like an excel sheet so an object is almost like one sheet in an excel file and each record in salesforce is one row or line in the excel and each column would be a field so if i had um username that would be a column called username and i'd have bob matthews or mary contrary or without thinking of stupid names here um and then maybe telephone number would be another field that's a column header and then the phone number would be one of the field values in the record in the row i don't know how well explained that but that's basically objects in salesforce that's what an object is and you've got standard objects and custom objects now i am waffling on like i always do however let's go back to this because today's video we're going to be focusing not on the platform basics not on data modeling we can do let me know if you you have struggle and you struggle with that but we're going to focus on lightning experience customization module now this is worth 2 300 points in your trailhead badge profile so i recommend to if you're watching these videos to open this up pause the video open up your um trailhead if you haven't got a trailhead account again there's a link in the description and you'll be able to kind of do these modules step by step answer some questions at the end even do a practical experiment as well um that you can do at the end of some of these exercises follow me we'll do it together in the video and get your points um now we're gonna work through some of these and there should be if you look in the in the playlist for this video the other modules in there as we do them one by one uh first though let's go through some of these so this particular video is looking at set up your org so let's have a look at that one and in this setup your org module we're going to be following this meet ursa major solar i'm not a big fan of this particular use case but it's basically describing a company that sells solar panels and components and things like that and what is getting you to do is essentially getting to the nub of it is to give you experience of how to create a custom object so like we said before there's standard objects in salesforce standard databases excel sheets um that you can fill in um in salesforce which are things like leads accounts opportunities contacts those are what call standard out the box you get it when you're when you log in or you buy your ten your org on by license but you can create your own databases or objects uh to do custom things and this particular one is saying create a custom object called energy audit we're then going to create a custom object tab so that we can select that object and kind of create a new record or view the records in a list view and then we're going to create some custom fields in that custom object as well because when you create a custom object there are no fields there are a few standard fields that you get things like last modified by created by and things like that but yeah we're going to create some custom fields and we'll just go through this step by step as a table of ones that we can create now without further ado what i'm going to do is log into my developer org and a developer org is essentially a place where you can it's a free environment in salesforce where you can set up your own things your own applications you can follow these tutorials you can build new things try it out before you do it in your own org or even just for the purpose of getting your certification and doing following these videos so highly recommend it's in the description without further ado let's get to it right so i'm in my developer org and the first kind of screen that i i get when i log into my developer org is conveniently the setup screen if if you're in your org or a developer org in your own kind of business to do this obviously don't do this in production um then you if you don't see it you've got a little cog in the top right you can click that and then you've got set up and obviously if i click that it opens up a new tab and i'm in this setup screen now what we're going to do first thing in this little module is create a custom object so i go to my quick find and i could type object and there if i go down to object manager you'll see all of the objects that i've got in this org and org is a basically a term we keep saying means organization um the environment that you've got for your own sales force so here here is here are all of the objects most of them are standard and you can see their type in the middle standard standard standard standard standard standard standard standard oh i've got a custom one called voucher and if you get a bit more advanced with this then you can look at a flow tutorial where we actually build a flow to do a custom use case from one of the subscribers on the channel but anyway let's have a look at creating a custom object so in the top right we've got create and then create object custom object or custom object from spreadsheet now this is a feature where you're able to upload let's say you've got an excel file with loads of fields in already well to save you time creating the the object the database the excel sheet in salesforce and then creating the fields one by one you can actually do it from a spreadsheet so it's a really good tool actually or feature but we're gonna do it the standard way so that you can see the component pieces for it so click on custom object and we need a label for it what's the the name of our excel sheet that we're going to have now in this example it's going to be energy audit and the use case for it is essentially like i said a company that is a solar panel company and all these components they want to sell and i want to do uh audits for users or for customers to see what's their energy usage and things like that so this is going to capture that type of information we've got this when i entered this and and tab away or click away salesforce will automatically put a value in there and this is the object name so what's the difference between label and object name so label is what you as a user will see so if i click on this little drop down on object manager you can see here recent i've got voucher knowledge now that's the label that's what i see in my user interface however in the background there has to be a unique name which is also called an api name that's used for referencing things like formulas or if i'm integrating with another system or essentially for salespeople to be able salesforce to be able to identify this uniquely and you can't have spaces which is why you'll see an underscore there and when i save this you'll see it at the end of it if you refer to this object in api form the name it would have underscore underscore c which will basically tell you it's custom now what's the plural name so how it's going to be this but with an s on i don't know why it doesn't populate it but there you go so energy audits so that's one thing and does it start with a vowel so this is where the old school grammar comes in a e i oh yeah e so it starts with an e that is a vowel a e i o u that's right there's only five isn't he i think so um starts with the vowel yes why is that john super um i think basically for reasons other well i don't to be honest i don't really know i don't want to kind of lie um maybe if there's some sort of accessibility thing if you're talking to it or if it speaks out to you um for those that are blind and things like that maybe you will know how to say it i don't know anyway um maybe someone can tell me in the comments uh record name so when i create a new record which is basically another line in the in the database in the excel sheet in salesforce on this object what do you want it to be called so it makes sense that it's the name of the object energy audit and name so so that's that's going to be the record name so it says here record number p is on the page layouts key lists blah blah search results for example the record name for account is account name uh and for case it's case number because there isn't a name for case cases are actually where you can raise uh an issue or or a ticket or something with a support desk or a service desk agent and so therefore they're they're numbers rather than names now this will be a name because we're going to keep the data type as text now what does that mean so we've got text and auto number that doesn't relate to the object as a whole that just relates to the name this record name so when i create a a record it will automatically ask me to put a name for that recording and i could call it if let's say account so the account name would be acme limited or whatever the name of the company if it was contact the record name would be contact name and then i could put first name last name whatever however if it was a case for example or in the example i mentioned earlier in the use case where we created a voucher well there might not be a voucher name but you could have a voucher code a voucher number so that's where we could change it to autonumber and we can actually put in and this is actually copying what i'd put in for the voucher number syntax so what would make that up it would be v and then the year month and the number there we go but we're not going to do that so another video we'll look at autumn numbers but as you can guess we wouldn't have to type a number in every record that's created would automatically have a sequential extra number added to it so maybe it could be number one first then number two and every record created will add on to the next one they'll all be unique that's one thing to remember anyway i waffle on yet again this is gonna keep as text we're gonna allow reports because i like to do that you never know we might want to report on this object um allow activities maybe you want to log visits or calls against it and yeah we'll just leave that as it is we can see that allow sharing allow bulk api you can ignore these just leave them active for the moment their default we're going to put this deployed now if this was in development when i saved this i won't be able to start clicking on it and adding records to it it would just be saved in the background but we're going to put it as deployed because we're in a developer org a developer environment and i want to start trying it out so we'll keep it as deployed we're going to allow search because i want to be able to search for records when i go to my search bar at the top my global search and things like that on my list view search and we can add a notes and attachments related list so we can add notes or attachments fine let's just why not um and we can then click save now you can check this box to say launch new custom tab wizard after saving this custom object now that's the next thing we're going to do in the module is to create a custom tab for it so i can actually select it in my app my custom app but i'm going to uncheck it i want you to be aware of how to find how to create a custom tab from scratch without just being taken straight to the wizard so i'm going to click save congratulations you have now created a new custom object or database or excel sheet in salesforce ready for information to be recorded against it to create records against however we don't have a tab so i can't select it as a user and two i don't have any fields in it to record any information so that's what we're going to do in these next two modules right okay so we have created our object we're now going to like i said create the tabs but not via the wizard thing you can obviously do that if you want save time but just so you know where things are i'm going to click home now we're going to create a tab what is a tab so what i'm going to do is i'm going to click on my app launcher and that is basically saying you know the experience that's what an app is it's the experience to help navigate through the objects records or things i've got to do as a user i'm going to have a different app for if my role is a salesperson then i would do if i'm a marketing person or a service person now i created this custom app and there's another video that you can follow to see how you can create custom apps uh part of this series um called sales manager so what i'm gonna do is i'm gonna click on the app because i just wanna show you what tabs are that these things are on the top they're object tabs so if i clicked on opportunities it's going to take me to the opportunities tab uh the tab of course that's dub the opportunity object and the records now i'm seeing quite an advanced view here and there is another video i've done in this series which shows you how you can display list of views and this is in fact a kanban view of the records within an object if i go to table there you go i can see these records and as we said before the beginning video each record is a line in a database so what we want to do is yes we want to create this tab so that it can show up in a custom app let's go back to setup i'm going to click there and how do i create this tab so you could probably guess we just type tab in the setup search and tabs and you can see there that i've got only two custom tabs that i've created for other kind of videos that we've done i'm gonna create new click new and then we can select the object i have hardly any objects in this org it's quite a brand new developer org so but the energy audit object i created earlier is there energy audit done i'm then going to select the tab style now this is a bit rubbish really there's not many these haven't changed for absolute donkeys years um audit i'm thinking like a notepad or something like that um let's do a pencil yeah because i'm taking an audit doesn't really matter it's kind of an icon that will show up when you when you create a new record on there but it's a bit relevant now with lightning to a degree um and then a description so this is the tab for the energy audit record not record objects okay next and when i go to next it then goes step two add to profiles so hopefully you've looked at some of the other videos um or other modules in in the salesforce thing uh essentially a profile is it so i'm a user i'm a salesperson named bob and i have a login for this salesforce org but i could be assigned a profile and a profile is basically telling me yes you've got a user profile that says my name is bob and my phone number is this but there is a a sharing access or security and sharing profile in salesforce that could be assigned to my name it could be assigned to me it could be signed to mary it could be assigned to all sales people all the users that are sales for example and this profile will give sent permissions so it could say uh okay i have access to the account and the and the opportunity but i'm only able to see my opportunities and people below me in the hierarchy i can't see opportunities uh or set in fields so you can actually show the secure visibility and and hide and show fields based on a field level security as they call it um so for the object there might be a set field on there called discount allowance you know what you could discount down to i don't want the users to see that i could hide it and only sales managers with that profile can see it but another profile they can't see it it's really just checkboxes again another video we can look at profiles and sharing what this is doing is saying for that tab for this particular object that we're creating called energy audit do you want this tab to be visible for these profiles we're going to put default on for all of these if you wanted to change it we can either reply to all off so they don't see it or hidden so they don't see it at all what's the difference between often hidden well on means if it's added to um an app they're going to see it a custom app if it's not been added to an app which we won't really be adding to too many just one app we're going to add to then they could still go and add it themselves they can see a full list of all the object tabs and select it and maybe add it to the app or just click on it anyway but if it's hidden they don't see it at all now just because the tab is hidden doesn't mean that they couldn't access records on there it just means they can't click to do something like read a record or create a record or whatever but they could still likely access them through reports and things so you've got to be careful about sharing and everything sharing on an object level uh is done through their profile again or org-wide defaults you know the settings you put at the very top level of the org anyway default on we'll leave it there um we're going to skip through next because there's no harm in everyone seeing this and then this bit is saying add two custom apps so the custom app so this app launcher in the top left and you can see that if i click view all these are all of the um apps that have been created do i want to add it to all of these apps no i don't i just want to add it to my sales manager app so i'm going to do is going to hide that i'm going to uncheck include the tab straight away and i'm gonna go to my sales manager and just check check check okay check uh true there and click save awesome i've now got my pencil energy audit pencil icon energy audits tab created let's test that that works so if i go to my sales manager app you can see there that the energy audits tab is there and then i can click a new energy audit record if i click that you can see there is just the one field that was auto created when i created it which is energy audit name i need more fields so now let's look at the next module which is to create those custom fields or not next module next part of this particular section uh let's look now right here then so we have created the object for energy audits we've even created a tab and we've added it to our sales manager app or whatever app that you want to add it to uh that you've got available and as you can see when i did the new audit i've got you know no fields there so let's create some fields again if we're following the trailhead it will give you guidance of the fields that we're going to create and the first one it creates i want to go back to my setup and um how how do i find the the the object so you can see here a little tip um in my home screen for the setup i've got most recently used and you can see there energy audits energy edits energy audit um custom tab or custom object definition so i can actually click there and go straight to it but i can also if you don't have it in recently viewed if you just type object and go to object manager you'll then see a full list of all of the objects you can click in the quick find in the top there and put an or if i could spell energy energy there we go found it click so those are the two ways you can find it and you can see on the left here are all of the different subheaders that or parts of this object that i can customize fields and relationships that's what we want to do we're going to create some fields we've got a layout part so what would the layout be lightning record pages that we'll look at in another video buttons links and actions compact layouts blah blah blah blah blah blah so fields let's focus on that focus adam focus um we want to create some new fields in the module it tells you to create a pick list as your first film film field put my teeth in today um the pick list what it's a pick list so it says there it's a bit hard to read actually let me zoom in a little bit allows users to select a value from a list you define a drop down as some may call and they want it to be called type of installation now use global pick list value set or enter values with each value separated by new line now it defaults to global pick list value set what that means is i might have across different objects so maybe this energy object i might create another object called um energy products and i might have another obviously the standard opportunity one and maybe there are a set of values that i want to manage that are going to be the same for all of those fields and all those different objects instead of creating a field and then adding all of the values in i might want to manage it all in one place or globally across all of the fields that i use this list in and you don't have to have the full list of those values in each of those fields you could just select certain fields for each of those um or set values for each of those fields but to make it easier to manage you can just create a global picklist set however we're not going to do that in this tutorial we're going to just enter the values and it says e with each value separated by a new line so i'm going to go back to the module and just get those values to put them in there we are so pasted them in copy and pasted them in kind of does it quite quickly and easily if i didn't do that some people do this they put a comma in between because they kind of might be a bit um used to um excel that isn't gonna work you're gonna get one of the values is gonna be that that full long line of text so you do have to have it on different lines as it says and then when you do your drop down you've got three values fantastic you can sort it by alphabetical order if you like um you can use the first value as a default and we will do that um and you can restrict the pick list the values defined in the value set so that's basically saying oh you can only have those three values you can't have uh another value now how could you have another value it's not available there well maybe you're uploading data externally via an excel sheet using the data loader if you've got maybe rooftops as a value if you uploaded that and didn't have that selected unselected then it would allow the system to upload rooftops as a value in that field the problem with that is is you're going to have really messy data you can have this field with rooftop and rooftops two different versions of something that's likely the same so when you run a report you're going to get two values you're not going to be able to group by that value or or do reports against that grouping um yes try and make it so that it's restricted to those values to keep your data um clean and secure so there we go field name again this is the label that you see in the ui in the user interface and the field name is the api name or the back end name that is referenced in code down with integrated systems or whatever the case might be and again when we look at this later when we save it it'll have underscore underscore c after it to show that it's a custom field um you can put always require a field a value in this field to save it so that basically means make it required or not we're not going to make this required or anything and we're just going to do next we're not going to faff around with formulas or anything we then go next and we see step three establish field level security this is what i mentioned earlier that with profiles you can kind of like show send objects or access read write abilities and things for uh and assign that profile to user to a user or multiple users and the what you could do when you're creating a field is you can actually add field level security not just on the profile set it there but you can also set it as you create the field which is useful so if this for instance might let's say you're doing an object and there's a finance field saying margin so you want to see what profit you're going to be making on a product maybe um that should only be visible by finance users potentially so it might be a case that you don't allow it to be visible by checking the box for all of these users you'd uncheck it and maybe it's only visible by a finance user so you just check it for that it might be a case that you do want to make it visible but only read only as in no one can edit that value or change it for instance like a commission percentage or whatever the case might be however we're gonna leave the settings as they are we're not too bothered about this field being seen or edited by anyone and the final step is ah don't add it to a page layout yes otherwise we're not gonna be able to add anything there so we're gonna by default leave it checked to this default layout because every time you create an object it adds a page layout so that you've actually got something to view um and it's called energyaudit name of the object layout great we can create our own but we'll do that another time save ta-da we've now got that field if you go in the module there are a few more fields that need to be created so let's do that together and i'm going to do it super quick um and i'm going to jump back and forth to the record and put them in right so in the module here is the table of fields that it's asking you to create the rest for we've got lookup relationship to an account so that's basically saying i want a field in my new object energyaudit that when i click in the box it will actually bring up a list of all the accounts now you can filter that that list you can actually add a filter to the lookup relationship say only show me accounts that belong to me or maybe show accounts that begin with a or whatever it might be but likely it's a case that you don't want any restrictions you just want to show all of the accounts so that's what that's going to do and it says always require a value in the field so that's what we're going to set on that let's do that now so i'm going to go across and i'm going to do this quite quickly because i have been waffling on a bit so we're going to do a lookup relationship and we'll do next out account next and yep keep the default values and always require a value in this field to save like i said you can add filters so at the bottom there you can actually open this up and put some criteria in there to say oh if this field value is x then do y or blah blah blah blah we don't want to do that that's a maybe another use case you can think of we are so you know fill up security just leave it as is and there we go add it to the page layout now the reason why i couldn't uncheck any of the phillips screw there is because we made it required so you can't have it so that you need a value in here every single time but no one can see it or edit it so that's why it's all blanked out everyone has to be able to see and edit it edit it um now because we've got an extra screen here step six because this field is a lookup relationship um it means that in my energy audit record i'll have a field that will be called account or counts and when i click in it i see the list of accounts and select one and now it's attached or related to that account that i've selected great but what happens if i click on the account for acme limited if i entered that in there well when i go to my account screen i can say here oh i want to show in my account record a list of objects that are connected to this account and i want to show the energy audit object that on all the records that are connected to this account so that's what you can do with this bit this is saying do you want to give it a label well we'll just call it energy audits because that makes sense and which account layout do you want to add this object related list the things that related the records related to the to the account um well we don't want it on all of them we just want it on the sales and we'll put on the default one as well click save and we've done it we've created our account lookup field as well and you can see there the field name has got underscore and score c like i said that means that the field is custom the ones that don't have c at the end are standard fields salesforce out the box fields um there we go so let's look at the other field and we've got currency so it's a currency field this is the value i'm going to copy this it's 16 uh digits long two decimal places and it's going to always require a value in the field and that's the help text that we're going to put in there so annual cost per square foot annual cost per square foot interesting so let's do it new and it was a currency field so this will have a pound if you're in the uk or dollar sign or a euro or um i'm trying to think of some other currency around the world a yen or whatever it might be um or you know rupee whatever it is in your country now how does it know which um currency to put on the end that is your company um org wide settings when you sell this org you can actually say ah i want the default currency to be x pounds whatever so that every currency field will show that symbol there but you might be what if i've got a global business a global company with lots of different currencies around the world do i need different orgs for each one no you could have one org and i always recommend one org have these different countries and users from different countries using it but you can add or set up multi-currency and that allows you to have a default currency which usually is dollar if you've got a multinational company um but then for different users they could be assigned a different currency base to display all of their currency values in another video another time but it's good to like give you this information as we go along um right what's the length of this 16 digits if i didn't put a number here in the decimal pair places i would have no it would just be a whole value so if there was a hundred pound or 100 pounds and 50 pence it would just be 100 and that's it but if i put two there it's gonna now include the pence or the sense or the yeah scent is in euro as well as dollar uh so there you go which you can add that in there oh and it was required so i want this to be always require require a value in the field and help text i'll just copy and paste it from there let's do next again because it's a required field it's not letting me edit any of these because it's like well anyone that can access the the object should be able to see that field because they need that value i'm going to add it to the layout and done next field uh we've got number and it's this is the name annual energy usage so copy that and it's going to be a number field with that help text and always require me now we're going to require a lot of field values here and now you may think oh we want to make all of the fields required because we want sales people or users to record all of these values well by the way this is a number field um well yes if there are some records that when they're created you want to make sure information is always added to those fields then do that make it required don't go over the top though because it when you make everything required that kind of it doesn't make it as flexible and easy for the user to use and there might be scenarios especially i think in examples like maybe a use case scenario or a sales person scenario where they're trying to create the record to say oh here's an opportunity i've got this opportunity but it might be early days they don't know everything yet so if you make everything required like oh well what's the customer's name and what's their date of birth and you know what are their what their children called and all this kind of sold their pet's name i mean come on they've only just started they just want to log that they've started this engagement they might get that information afterwards so if you were trying to get that information in the future to make sure that they can't complete something by adding everything instead of using a required setting on a field you could do a validation to say well when they say when they set the record to done or closed one or whatever i want to make sure that they can't set that value unless these fields have been populated for example so that's a different way of of capturing everything that you need in a record um and not letting the user forget to do it without using required fields all the time because required means you have to put something there before you save it if it's always if putting required on everything they'll just put a dot in there or an ah or a b or phonetics um just to get around it and then you end up with loads of rubbish data i have been waffling i forgot what i forgot what it is so this is a number field and it's not said anything about decimals so i'm guessing this is a whole number yeah usage per square foot i'm going to just copy this uh description there we go i'm going to put in the help text as well actually i kind of forgot about to mention that but description is good for when are you a developer or an admin is looking at the fields to see what they do um help text is useful for users when they're using your tool uh or you're looking at the user interface and looking at records what does this field do again what does it represent this number ah okay it's usage per square foot and you'll see a little eye circle icon next to the uh field so they can hover over that and see what that text is really really uh good and useful and we said that was required and no decimal places so next next add it to the layout save done next field uh this is a text area long so this is to capture notes of the audit and it should be five visible lines now notes a little comment on notes here it's saying create a text field so just a new uh custom field uh text area long you can also do rich and that is where you can add things like bullet points um and you can kind of attack or add pictures in there you can make it bold italic and things like that so actually that's quite good and you have the same number of characters so you've got 131 000 characters you can add in there but for the purpose of this demo we're going to follow what this is doing which is just a text area long it might be a case that you also you might maybe there's like um other attachments and things so i do recommend the use of things like attack notes and attachments like when we create the object you can actually check the box to say oh make notes and attachments uh available so yes that's a good way of of having it so that if there are any other documents that could support this audit that aren't just typed into a notes field um then that's a good way of capturing all of those and i do recommend using chatter that's a good way to if it's not turned on already to make it so that you can not just collaborate and chat amongst the audit but put upload files in there as well and it just makes it a more modern experience very much like a facebook feed or whatever it might be to hold the information in there anyway blah blah blah blah blah five visible lines um was there some help text for this one na na nah nah that wasn't but you know you could just like sling your notes in here m8 sling your notes in here matey smiley face i mean depends on how relaxed your august clearly this is not a real situation that i'm doing but you know it's nice to put little messages in help tech sometimes um okay field level security this isn't a required field so i can actually select this to be hidden for some users or make it read-only but we're going to skip through this because we don't want to faff around with that add it to the layout save and bob's your uncle done shazam um well done well that is basically it you have just uh done that module uh oh no we've got to create records now it's saying to create these records we're going to create one of them because this video is going to get a bit too long just to kind of illustrate what we've got there and um then if i scroll further down on this trailhead it's the hands-on challenge so if you haven't done this already what you can do is you don't even need to sign up for a developer org you could do it using their very clever functionality of setting up a training org or a test org just to kind of do this exercise and then get your badges 500 points for this one um so go ahead and finish that off if you want to we're going to create this one record just so that you could see and put this into context so this is the name of the record i'm going to go back and how do i actually get to my object pop quiz so i'm in my object manager maybe i could go there uh click oh no this is the setup for the object what i need to do is go to my app now you could go i'm not gonna go to our sales manager one because it might confuse you but sales console so you're likely going to have a sales console app whatever app that you've added this tab to and i've just remembered i didn't add it to the sales console app i did add it to my sales manager app there we go i just need to get on with this right boom here's my energy audits tab and if i click on it i then get my recently viewed list view i've got no records there i can click new there or i can click the drop down and click new there so quick and easy here is the name that it's asking me to put in it's then saying it should be carport for the for the type of installation 2.19 is the electric cost and then 30 is energy usage so let's do this carport um there it is energy usage was 30 audit notes i don't think there any but the account was university of arizona yeah university of arizona that's my best american accent uh uni university of arizona there we go save bang i've got myself bang what am i doing i don't think anyone's gonna be watching this here's my record yeah it's in my uh list view and if i click on it there is my record that i've created fantastic now go away finish off this um tutorial this module get your points and we're done we're gonna finish the video there look at the other videos in the uh module on the playlist that we've got here to try and work through all of these things again we focus on lightning at the moment lightning components and things to get your admin certification best of luck keep going um it won't be long till you get there i have full confidence in you that you can do it if i can do it anybody can do it because i ain't that clever um and i know you guys are quite clever compared to me so let's do it um until then peace have fun be happy be productive and until the next time at the salesforce be with you

Channel: Adam Foyston

Views: 643

Keywords: salesforce demo, salesforce, trailhead, salesforce tutorial, no code, Salesforce, CRM, Consultants, Administrators, Developers, salesforce lightning tutorial

Id: 9QxDOLdwGuE

Length: 42min 53sec (2573 seconds)

Published: Sun Jul 25 2021