Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Step 1: Create an Object
Create an Invoice Statement object from the user interface.
After you create a PushTopic and subscribe to it, you’ll get notifications when an
Invoice Statement record is created, updated, deleted, or undeleted. You’ll create the
object with the user interface.
- 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, type Invoice Statement.
- In the Plural Label field, type Invoice Statements.
- Select Starts with vowel sound.
- In the Record Name field , type Invoice Number.
- In the Data Type field , select Auto Number.
- In the Display Format field, type INV-{0000}.
- In the Starting Number field, type 1.
- Click Save.
-
Add a Status field.
- Scroll down to the Custom Fields & Relationships related list and click New.
- For Data Type, select Picklist and click Next.
- In the Field Label field, type Status.
-
Type the following picklist values in the box provided, with each entry on its own
line.
1Open 2Closed 3Negotiating 4Pending - Select the checkbox for 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 a new one.
-
Now create an optional Description field.
- In the Data Type field, select Text Area and click Next.
- In the Field Label and Field Name fields, enter Description.
- Click Next, accept the defaults, and click Next again.
- Click Save to go the detail page for the Invoice Statement object.
Your Invoice Statement object should now have two custom fields.