Custom Objects in SuccessFactors

227 views 7:20 am 0 Comments July 1, 2024
SAP SuccessFactors EC Online Training

Creating and managing custom objects in SAP SuccessFactors involves extending the standard data model to accommodate specific business requirements. This process can help organizations capture additional data that is not available in the standard system. Here’s an overview of how to create and manage custom objects in SuccessFactors:

Steps to Create Custom Objects in SuccessFactors

  1. Access Admin Center: Log in to your SuccessFactors instance and navigate to the Admin Center.
  2. Configure Object Definitions:
    • Go to “Configure Object Definitions” under the Company Settings section.
    • Click on “Create New” and select “Object Definition”.
  3. Define the Object:
    • Object Type: Choose whether it’s a standard or custom object.
    • Object ID: Give the object a unique identifier.
    • Label: Provide a meaningful name for the object.
    • Namespace: Typically, for custom objects, you use “cust_” prefix.
  4. Add Fields:
    • Define the fields that the custom object will hold. Fields can be text, number, date, picklist, etc.
    • Set field properties like label, type, required status, and default values.
  5. Associations:
    • Define relationships with other objects if necessary. For example, if your custom object needs to reference employees or departments, set up these associations.
  6. Save and Validate:
    • Save your custom object definition.
    • Validate to ensure there are no errors or conflicts with other objects.
  7. Permission Configuration:
    • Navigate to “Manage Permission Roles”.
    • Ensure the appropriate roles have permissions to access and manage the custom object.

Managing Custom Objects

  1. Data Import/Export:
    • Use the “Import and Export Data” tool to load data into your custom objects or export data for reporting and analysis.
  2. Reports and Analytics:
    • Create reports that include your custom objects using the Report Center.
    • Ensure your custom object is available in the list of reportable items.
  3. User Interface Integration:
    • Customize the UI to make custom objects accessible in the relevant sections of SuccessFactors.
    • Use “Manage Configuration UI” to add custom objects to the necessary screens and workflows.
  4. Maintaining and Updating Objects:
    • Periodically review and update the custom object definitions as business needs change.
    • Manage data quality by performing regular audits and clean-ups.
  5. Audit and Compliance:
    • Keep track of changes to custom objects using the “Audit” tools available in SuccessFactors.
    • Ensure that any custom objects comply with data privacy and security standards.

Best Practices

  • Planning: Carefully plan the structure and fields of your custom objects to ensure they meet long-term business needs.
  • Testing: Thoroughly test custom objects in a staging environment before deploying to production.
  • Documentation: Maintain detailed documentation of custom objects, including their purpose, structure, and usage.

Custom objects in SuccessFactors provide flexibility to tailor the system to specific business requirements, enhancing the overall functionality and user experience.

SAP SuccessFactors online training in Hyderabad India

Story Reports in SuccessFactors

Tags: , , , , ,