Exercise: Custom Object & Tab

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In this exercise we will create the custom object “Venue” and relate the campaign object.

Create custom object Venue.

  1. Setup –> Create –> Objects.
  2. Click New Custom Object.
  3. Enter Label “Venue”.
    Enter Plural Label “Venues”.
    Check ‘Allow Reports’ (this will allow users with the appropriate permissions to report on records within the object).
    Click Save.

Create custom tab Venue.

  1. Setup –> Create –> Tabs.
  2. Click New (Custom Object Tab).
  3. Select Object “Venue” and a tab style.
    Click Next.
  4. Leave set as Default On (remember, the tab only appears when ALSO included in the application).
    Click Next.
  5. Only select the “Marketing” application.
    Click Save.

Set Venue Object Profile Permissions.

[box type=”note” style=”rounded” border=”full”]When a custom object is created, non-administrative profiles will not have any access to the object.  You cannot update custom object permissions on standard profiles, therefore we will create a custom profile.[/box]

Create a custom profile.

  1.  Setup –> Manage Users –> Profiles.
  2. New Profile.
  3. Select Existing Profile “Marketing User”.
    Profile Name “Marketing Team”.
    Click Save .
  4. Edit the profile and grant Read/Create/Edit/Delete permissions to the Venue Object.  Ensure that the Venue object tab visibility is set to “Default On”.
Create the relationship from Campaign to Venue.
  1. Setup –> Customize –> Campaigns –> Fields
  2. Click New (to create a custom field).
  3. Select Lookup Relationship (notice Master/Detail is not available, as this is a standard object).
    Click Next.
  4.  Selected Related to “Venue”.
    Click Next.  Enter Field Name “Venue”.
  5. Note the optional settings (we are not going to change any in this exercise) for a lookup filter and “What to do if the lookup record is deleted?”.
    Click Next.
  6. Click Next.
  7. Click Next.
  8. Click Save.
Test as an Administrator
  1. Select the marketing application (from the top right of the screen).
  2. Click on the Venue Tab.
  3. Create a new Venue record (notice the only field captured currently is venue name; we will add to this in the future).
  4. Click on the Campaigns Tab.
  5. Create a new Campaign record and associate to your venue record created in the prior step.
Test as a User
  1. Create or modify an existing test user.  Change the user’s profile to the Marketing Team profile created above (Setup –> Manage Users –> Users).  Ensure this user has the “Marketing User” feature license (checkbox on user record).
  2. Login as this user (ideally, you will have a test user that has granted the administrator login privileges).
  3. Test with the same steps as outlined for the administrator above.
[sc:ExerciseSuccessCriteria ]
  • The Venue tab is exposed to users of the Marketing Team profile in the Marketing application.
  • Users with the Marketing Team profile can create new venue records.
  • Users with the Marketing Team profile can associate campaigns to venue records.

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47 thoughts on “Exercise: Custom Object & Tab”

  1. Hi John – Logged in as a marketing team user I see the Venues tab and test venue but cannot see the test campaign I created. Can select the venue for existing test campaigns. Any ideas?

  2. I think it would be helpful if you provided a scenario that describes the purpose of the exercise. This would help make it more practical for me rather than just following steps. Like you do on the scenario challenges.

  3. Guys,

    In order for your Test User to be able to create or edit a Campaign; you will need to go to the User detail page for the Test User and tick the “Marketing User” box. Without this you will not be able to create or edit a campaign.

    PN: your profile and OWD must also be correctly configured which it will be if you clone the standard Marketing Profile and leave the OWD as Public Full Access.

    Thanks,

    Kam

  4. Hi John,

    I dun understand why a custom profile needs to be created for testing:
    When a custom object is created, non-administrative profiles will not have any access to the object. You cannot update custom object permissions on standard profiles, therefore we will create a custom profile.

    Thanks.

  5. Hi John ,

    Quick question when creating the Custom Object . Would it make more sense for us to check off the ” Launch New Custom Tab Wizard after saving this custom object ” box so that it could take us to the next step ( Create Custom tab) ? is there any particular reason why we don’t do it like that ?

    Omar ,

    1. Hi Omar I just tried your suggestion e.g. Create new object then at bottom of the page selecting the option “Launch New Custom Tab Wizard after saving this custom object” and it works ok! I was immediately taken to Tabs to select Icon etc.

      1. Hello Mr.Robert, I have tested it too and it works ! and this is why I was raising the question to John first place. So I guess we just have to wait for more people to share their opinion on this one.

        Omar ,

  6. As I created the object Venes, no problem. I did see that once I create the new profile “Marketing Team” I changed the default application to Marketing as part of the test. Also the Venes was set to “Default On” but missed a step to provide permission to the object. Did not discover this until I logged in as the Marketing User and could not see the Venes tab. Once I updated the permissions the object appeared.

  7. Hi John,
    On step 3 of create the relationship you note “notice Master/Detail is not available, as this is a standard object.” Couldn’t you create a Master/Detail relationship where Campaign is the Master and Venue is detail because Campaign is a Standard Object? I realize you wouldn’t want to in this relationship because not every Campaign will have a venue making the relationship optional.
    Thanks!
    Laura

    1. Hey Laura, the master/detail relationship is not available because a standard object (campaign) cannot be the detail of a master/detail relationship (meaning you cannot create a master/detail relationship on a standard object).

      1. Hi John,
        My test user can only see, the venues that he has created. I have checked the profile|object permissions settings for Venue, and it’s CRED. I have checked the object permission settings for Standard profile that the Marketing team was cloned from and it says “No Access” but I can’t change it.

        1. Check the org wide default permissions for the object – it is probably set to private. Or you need to look at the list view for “all venues” as it may just be that only those items that have been viewed are showing in the dialog… the user may in fact have access to other records.

  8. Dear John,
    Once we make the Custom object & custom tab and we have custom fields for that page layout. When i save that record, it saves as a stand alone record and it does not sync itself to accounts or contacts. If i search for that record in Accounts or Contacts Tabs, it is not showing up. Is there a way to connect the Custom Object to Standard Object, wherein once i save the record in my Custom Object it saves in Account & Contact Objects too?

  10. I think there may be one missing step. When you create the custom profile, you also need to make sure that the profile from which you copy or clone the Marketing Team profile has Read and Edit access for the Campaign object. If you choose Standard User (at least in my test dev instance), Campaign is read only by default.

  12. Should users be able to view venues created by other users in the lookup field? Right now the admin can only view venues created by the admin, and my test user can only view venues created by the test user. Thanks!

  13. When I was creating the Marketing Team Profile, I inadvertently left the default Existing Profile to clone from as ‘Authenticated Website’. See http://screencast.com/t/26te3RpYyFd. This meant that I didn’t see the custom venue object when editing permissions. I deleted the profile, and then re-created it by cloning the standard profile, and all was copacetic.

  15. Hi John,

    I am unable to create campaign with test user. I have followed your steps to create custom profile (“Marketing Team”). I have also selected Existing Profile as “Marketing User” while creating “Marketing Team” profile and assigned this profile to the test user. Kindly advise if i missed any steps.

    Regards,
    Sreekanth

  16. Also, in testing as the marketing user, they do need the “marketing user” license attached right? I had to add it to my test user before I could create a new account. Also, any reason why we wouldn’t clone the standard marketing profile to create the custom one?

  18. In ‘Create the relationship from Campaign to Venue.’ the Admin needs to enter a Field Name between steps 4. and 5. (Step 3 of 6 of New Relationship Wizard)

  19. In “Test as an Administrator” I am unclear about the how and why of step 5. How do I associate my newly created venue record to a campaign record? Any why would I want to do this?

    1. Ignore my previous question. As I continued through the study guide I found the explanation of how and why to create the master-detail relationship between Campaign and Venue.
      I would suggest that you move this exercise further down the list in the study guide. In the main Objects section it is listed as the second item, but in the resources section it is listed after all of the topics are covered. It makes much more sense after all of the sections are completed.
      Otherwise, I am finding this guide immensely helpful!

  20. When I attempt to “Test as a User” I logged in as my second user but I do not see the Venture tab when I select Marketing application. I wonder why?

  21. At step 5. … associate to your venue record created in the prior step I also need to select a Champaign. It looks like I have created a child Champaign?

  22. Liking the site a great deal so far. Just a couple of things however.

    – In the “Create the relationship from Campaign to Venue” section, shouldn’t Step 1 be “Setup –> Customize–>Campaigns –> Fields”.?

    – In the “Test as a User” section, if you’re assigning a user to your newly created Profile, I’d mention that you have to ensure the “Marketing User” feature license is also selected for the user, otherwise, they won’t be able to create a new Campaign.

    (unless I’m missing something?)

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