Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Objects


Objects are a key element in Salesforce CRM, as they provide a structure for storing data and are incorporated into the interface, allowing users to interact with the data.

Similar in nature to a database table, objects have properties such as:

  • Fields, which are similar in concept to a database column

  • Records, which are similar in concept to a database row

  • Relationships with other objects

  • Optional tabs, which are user-interface components that display object data

Standard objects

Salesforce provides standard objects in the application when you sign up; these include Account, Contact, Opportunity, and so on. These are the tables that contain the data records in any standard tab, such as Accounts, Contacts, and Opportunities.

In addition to standard objects, you can create custom objects and custom tabs.

Custom objects

Custom objects are the tables you create to store your data. You can create a custom object to store data specific to your organization. Once you have custom objects and have...