Custom object setup in Salesforce Classic — Classic

Custom object setup in Salesforce Classic

To set up Sertifi on a custom object in Salesforce Classic:

1. Navigate to Create > Objects.

2. Click Sertifi EContract under the Label field.

3. Scroll down to Custom Fields and Relationships.

4. Click New. The New Custom Fields and Relationship wizard opens.

5. Select Lookup Relationship from the list, and then click Next.

   

6. Select your custom object from the Related To dropdown menu, and then click Next.

7. Enter Sertifi EContract for the Field Label.

8. Click into the Field Name box to autopopulate the field name, and then click Next.

9. Click Next until you reach step 6 of 6 in the wizard.

10. Click Save.