What to Do with Custom Objects After Deployment

After deploying custom objects, they are treated in the same way as standard objects and custom fields. However, before you can work with custom object records or report on them, you must perform some additional steps.

  • Create workspaces your staff members will use to work with custom object records. See Custom Objects on the Service Console.
  • Add reports to your staff members’ navigation sets so they can create and access custom object records. See Custom Objects in Navigation Sets.
  • Edit profiles to specify permissions for staff members to use the custom object workspaces and work with the object records. See Custom Object Permissions in Profiles.
  • Create some custom reports to track information about your custom object data, such as when records are created, the number of records created, and which staff members worked with them. See Custom Objects in Analytics.
  • If you create custom objects to import existing information stored in an external database into B2C Service, use the Data Import Wizard to copy the information into your site. See Custom Objects in the Data Import Wizard.