Step 1: Create an Object

Create an Invoice Statement object from the user interface.

1. 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 Create | Custom Object.

2. 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.

3. Save your work.

4. Add a Status field.

   1. In Custom Fields & Relationships, click New.

   2. For Data Type, select Picklist, and then click Next.

   3. In the Field Label field, enter Status.

   4. For Values, select Enter values, with each value separated by a new line.

   5. Enter these picklist values with each entry on its own line.

   6. Click Use first value as default value.

   7. Click Next.

   8. For field-level security, select Read Only, and then click Next.

   9. Click Save & New to save this field and create another.

5. Now create an optional Description field.

   1. In the Data Type field, select Text Area, and then click Next.

   2. In the Field Label and Field Name fields, enter Description.

   3. Click Next, accept the defaults, and then click Next again.

   4. Click Save to go the detail page for the Invoice Statement object.

   Your Invoice Statement object now shows two custom fields.