Designing Custom Objects in Salesforce: Build an Expense Tracker

Every powerful Salesforce application relies on a well-structured data model to track business information accurately. Understanding how to design and build custom objects is the foundation of customizing the platform to fit your organization's unique needs. This text-based course guides you through the process of creating a custom Expense Item object from the ground up, helping you transition from understanding basic database concepts to configuring fields, relationships, and basic automation. What you'll learn: - Understand foundational Salesforce data schema concepts and custom object architecture. - Create custom objects and configure essential fields to capture expense details. - Establish object relationships to connect expense items to parent travel records. - Configure page layouts to optimize the user data-entry experience. - Apply modern Salesforce Flow basics to automate simple status updates on your objects. - Set up object-level security and permission sets to protect sensitive financial data. We begin with key database terminology and foundational definitions before moving into step-by-step configuration. Through detailed written explanations, schema walkthroughs, and structured setup scenarios, you will build a functional data model ready for real-world use. This course is designed for beginners, and no prior Salesforce development experience or administrative certifications are required. Start building your custom Salesforce data model today.