Module 3: Creating the Expense Object

In this module, you create the Expense object used to track expenses.

Step 1: Create the Expense Object

1. Login into your Developer Edition account

2. Click the Setup link (upper right corner)

1. In the left navigation, select Build > Create > Objects

1. Click New Custom Object, and define the Expense object as follows (accept the default values for the properties that are not mentioned below):
   • Label: Expense
   • Plural Label: Expenses
   • Starts with vowel sound: Checked
   • Object Name: Expense
   • Record Name: Expense Id
   • Data Type: Auto Number
   • Display Format: EXP-{00000}
   • Starting Number: 1

1. Click Save

Step 2: Create Custom Fields

1. In the Custom Fields & Relationships section, click New, and create a Category field defined as follows:
   • Data Type: Picklist
   • Field Label: Category
   • Values: Taxi, Airfare, Hotel, Restaurant (specify each value on its own row)
   • Use first value as default value: Checked
   • Field Name: Category

Click Next, Next, Save & New

1. Create an Amount field defined as follows:
   • Data Type: Currency
   • Field Label: Amount
   • Length: 5
   • Decimal Places: 2
   • Field Name: Amount
   • Required: Checked

Click Next, Next, Save & New

1. Create an Expense Date field defined as follows:
   • Data Type: Date
   • Field Label: Expense Date
   • Field Name: Expense_Date
   • Required: Checked
   • Default Value: Today()

Click Next, Next, Save & New

1. Create a Description field defined as follows:
   • Data Type: Text Area
   • Field Label: Description
   • Field Name: Description

Click Next, Next, Save