Newer Version Available
Step 1: Create an Object
Create an Invoice Statement object from the user interface.
- In Setup, from your management settings for custom objects, if you’re using Salesforce Classic, click New Custom Object, or if you’re using Lightning Experience, select .
-
Define the custom object.
- In the Label field, enter Invoice Statement.
- In the Plural Label field, enter Invoice Statements.
- Select Starts with vowel sound.
- In the Record Name field, enter Invoice Number.
- In the Data Type field, select Auto Number.
- In the Display Format field, enter INV-{0000}.
- In the Starting Number field, enter 1.
- Save your work.
-
Add a Status field.
- In Custom Fields & Relationships, click New.
- For Data Type, select Picklist, and then click Next.
- In the Field Label field, enter Status.
- For Values, select Enter values, with each value separated by a new line.
-
Enter these picklist values with each entry on its own line.
1Open 2Closed 3Negotiating 4Pending - Click Use first value as default value.
- Click Next.
- For field-level security, select Read Only, and then click Next.
- Click Save & New to save this field and create another.
-
Now create an optional Description field.
- In the Data Type field, select Text Area, and then click Next.
- In the Field Label and Field Name fields, enter Description.
- Click Next, accept the defaults, and then click Next again.
- Click Save to go the detail page for the Invoice Statement object.
Your Invoice Statement object now shows two custom fields.