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.
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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.
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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.
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Click Save.
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Add a Status field.
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Scroll down to the Custom Fields & Relationships related list and click New.
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For Data Type, select Picklist and click Next.
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In the Field Label field, type Status.
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Type the following picklist values in the box provided, with each entry on its own line.
1Open
2Closed
3Negotiating
4Pending
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Select the checkbox for Use first value as default value.
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Click Next.
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For field-level security, select Read Only and then click Next.
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Click Save & New to save this field and create a new one.
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Now create an optional Description field.
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In the Data Type field, select Text Area and click Next.
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In the Field Label and Field Name fields, enter Description.
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Click Next, accept the defaults, and click Next again.
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Click Save to go the detail page for the Invoice Statement object.
Your Invoice Statement object should now have two custom fields.