Technical

Getting Started with Salesforce Lightning Object Creator

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What if you could integrate the logic defined in Excel onto a Cloud-based system that was tightly integrated with the rest of your enterprise systems? That would be truly transformational. That’s why expectations were high when Salesforce Lightning Object Creator was announced as part of the 2018 Dreamforce address. Now that Salesforce has made it widely available, things couldn’t be better for developers.

What is Salesforce Lightning Object Creator?

Salesforce Lightning Object Creator is the latest low-code app development tool that converts spreadsheets into apps in a matter of seconds. You can convert Microsoft Excel, Google Sheets, and Comma-separated Value files into Salesforce Org apps. All of this can be accomplished with a few mouse clicks.

How to Get Started with the Salesforce Lightning Object Creator

From the 7th of August 2019, the feature has been enabled on a rolling basis for all production instances. Salesforce Lightning Object Creator is available in Contact, Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer Editions, and Lightning Experience.

You can get to the Creator page by going to any Setup page, and clicking Create -> Custom Object with a spreadsheet or by going directly to object-creator.salesforce.com.

Step 1 – Source Upload:

After completing step 1, you will be directed to a page asking for the spreadsheet source. Choose/upload the field from your computer, Google Drive, or Microsoft account.Picture2

Step 2 – Object Definition:

The next step would be to define the attributes of the object. You’ll be taken to a screen that looks very similar to the Data loader field mapping screen. Salesforce retrieves attribute details from the spreadsheet by default, but you can specify the name and data type of the attributes that apply to your Object.Picture3

Step 3 – Object Property:

The final step is defining basic object properties that drive object behavior in Salesforce. At this stage, you can configure searchability properties such as the label, API name, object description, and the object’s reporting and searchability.Picture4Picture5

  • Click “Finish,” and you’re done with your new object. Object properties can be updated further in “Object Manager.”
  • Salesforce Lightning Object Creator Considerations
  • Though we are very excited about this feature, there are a few things to keep in mind when creating custom objects from spreadsheets.
  • Because the feature does not provide a template for loading, the user has complete control over how object attributes are structured. Check that the structure defined in step 2 is correct.
  • Unlike Data Loader, the Lightning object creator reads by columns first. The columns are read first to determine which fields in Salesforce must be created.
  • Salesforce reads the file from left to right, with columns serving as field names (i.e., from Column A to Column Z and so on). Make sure your source spreadsheet is properly formatted.
  • The tool creates the fields in Salesforce using the default settings for the field attributes. For example, it determines the default length for the Text/Decimal/Number fields.
  • In the API names for the field, any spaces in the column names will be replaced with “_” (underscore). For example, if the column name in your spreadsheet is “First Name,” the API name of the field created in Salesforce will be “First Name.” The label will remain “First Name.”

Summary

Salesforce Lightning Object Creator quickly and easily converts spreadsheets into objects and imports data all in one step. Now that you’ve saved all of your time with the object design and creation, you can start leveraging the object to create Lightning Apps, Lightning flows, Lightning components, or AppExchange components.

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Sanket Dudhe

Sanket Dudhe is an Associate Technical Consultant at Perficient. He has an experience of 3+ years in Development. He loves technology and hence is curious to learn about new emerging technologies #lovefortechnology.

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