Lightning object creator – The ultimate guide in 10 min
Introduction: What is the Lightning Object Creator?
The Lightning Object Creator is a tool provided by Salesforce that allows users to create custom objects in a user-friendly, point-and-click interface. With the Lightning Object Creator, users can quickly and easily create custom objects with custom fields, page layouts, and more, without needing to write any code. This tool is designed to make it easy for Salesforce admins and developers to extend the Salesforce platform to meet their organization’s unique needs.
The Lightning Object Creator is part of the Salesforce Lightning platform, which provides a modern, user-friendly interface for Salesforce users. With Lightning, users can take advantage of the latest Salesforce features and functionality, and build custom applications that meet their organization’s needs. The Lightning Object Creator is just one of the many tools available in Lightning, and it’s a powerful one that can help users save time and effort when creating custom objects.
Salesforce’s Lightning Object Creator allows you to quickly and easily create custom objects from Microsoft Excel, Google Sheets, and Comma Separated Value (CSV) files. This powerful new tool was released on August 7th, 2019, and will streamline your workflow!
How Lightning object creator Works
Lightning Object Creator is a game-changer for admins who want to quickly create objects. The simple, three-step process is much more efficient than the traditional 10-step process of creating objects and can save hours of time. With this valuable tool, admins can easily create the objects they need in minutes, rather than hours.
How To create object from Spreadsheet
The steps below demonstrate how anyone can easily create a custom object from spreadsheets along with Data.
We will be creating a Student Sports details object to store data about students who participate in sports.
Total Time: 10 minutes
Prepare Spreadsheet
The first row in the spreadsheet represents the fields for the object.
The rows below represent data related to the object.
Open Setup
First, Go to the home page
Click on the setup menu
Go to Object Manager
In object, manager click on create dropdown button (Top-Right)
Click on the custom object from Spreadsheet
Authenticate Salesforce org
Click on login with Salesforce
Authenticate to Salesforce org with username & password
Click on allow access
Upload Spreadsheet File
Upload Spreadsheet File.
Here you can select option according to your file type.
Configure object, field & Type
Configure object data
Click on next
Fill Out Object Properties
Fill in the object properties
Click on finish
It takes some time to create an object and related fields.
Object created
Object created successfully
Verify Object is created
Go to Home Page
Click on the app launcher (the nine dots in the upper left corner of your screen)
Search recently created object called student sports detail
Click and open
Check Object Fields and Data
Here we can see the newly created object and its records similar to CSV file
The benefits of using the Lightning Object Creator
There are many benefits to using the Lightning Object Creator to create custom objects in Salesforce. Some of these benefits include:
Easy to use
The Lightning Object Creator is a user-friendly tool that allows users to create custom objects without needing to write any code. This makes it easy for Salesforce admins and developers to create custom objects that meet their organization’s unique needs.
Saves time
With the Lightning Object Creator, users can create custom objects quickly and easily, without needing to spend time writing code. This can help organizations save time and resources, and allows them to focus on other important tasks.
Flexible
The Lightning Object Creator is a flexible tool that allows users to create custom objects with custom fields, page layouts, and more. This flexibility allows organizations to create custom objects that meet their specific needs and can help them streamline their processes and workflows.
Extends Salesforce functionality
By using the Lightning Object Creator to create custom objects, organizations can extend the functionality of the Salesforce platform to meet their unique needs. This can help them achieve greater efficiency and productivity and can help them get more value from their Salesforce investment.
Overall, the Lightning Object Creator is a powerful tool that can help organizations create custom objects quickly and easily, and can help them extend the functionality of the Salesforce platform to meet their specific needs. By taking advantage of this tool, organizations can save time and resources, and can achieve greater efficiency and productivity.
Tips and best practices for using the Lightning Object Creator
While the Lightning Object Creator is a powerful tool that can help organizations create custom objects quickly and easily, there are some tips and best practices that users should keep in mind to ensure they get the most out of the tool. Here are some tips to consider:
Plan your custom objects carefully
Before creating a custom object, it’s important to plan it carefully. Think about the fields you need, the page layouts you want to use, and any other customizations you may want to add. This can help you create a custom object that meets your needs and is easy to use.
Use naming conventions
When creating custom fields and objects, it’s important to use consistent naming conventions. This can make it easier to find and use your custom objects and fields, and can help ensure consistency across your organization.
Test your customizations
Before deploying any customizations to your production environment, it’s important to test them thoroughly. Use a sandbox environment to test your customizations and make sure they work as expected.
Consider security and access
When creating custom objects, it’s important to consider security and access. Make sure you set appropriate permissions and sharing rules to ensure that only authorized users can access your custom objects and fields.
Document your customizations
Finally, it’s important to document your customizations carefully. This can help ensure that other users in your organization can understand and use your custom objects and fields, and can help you troubleshoot any issues that may arise.
By following these tips and best practices, users can get the most out of the Lightning Object Creator and create custom objects that meet their organization’s needs.
Conclusion: Final thoughts on the Lightning Object Creator
The Lightning Object Creator is a powerful tool that can help organizations create custom objects quickly and easily, without needing to write any code. With the Lightning Object Creator, users can create custom objects with custom fields, page layouts, and more, and can extend the functionality of the Salesforce platform to meet their specific needs.
By taking advantage of the Lightning Object Creator, organizations can save time and resources, and can achieve greater efficiency and productivity. However, it’s important to plan custom objects carefully, test customizations thoroughly, and consider security and access when creating custom objects. By following these tips and best practices, users can get the most out of the Lightning Object Creator and create custom objects that meet their organization’s needs.
Overall, the Lightning Object Creator is an important tool for Salesforce admins and developers, and it’s one that can help organizations achieve their goals and drive success. By leveraging the power of the Lightning Object Creator, organizations can create custom objects that meet their unique needs, and can take full advantage of the Salesforce platform to achieve their business objectives.
Discussion and Forums
Creating custom Object using external source – Salesforce Stack Exchange
21-Aug-2021
Unable to create custom object from spreadsheet – Salesforce Stack Exchange
16-Nov-2022
Reference
Import Data to Create a Custom Object Unit | Salesforce Trailhead
Create a Custom Object from a Spreadsheet in Lightning Experience (salesforce.com)