Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Types of objects and fields in Salesforce


Objects are a crucial element in Salesforce as they provide a structure for storing data and are incorporated into the interface, allowing users to interact with the data. It is similar to a database table. Object fields are similar in concept to a database column while records are similar in concept to a database row.

Standard objects

Standard objects are provided by Salesforce as a basic CRM structure. These include account, contact, opportunity, lead, campaign and so on. These are the tables that contain the records in any standard tabs, such as Accounts, Contacts, Opportunities, Leads, Campaigns, and so on.

Custom objects

In addition to standard objects, Salesforce allows you to create  custom objects to store data specific to your organization, which is not doable through standard objects. For example, creating a custom object to store employee checking, saving account details to process biweekly salary, and keeping employee account details private so that only the system administrator and employee (who created the record) can access it. You can create reports and dashboards based on the record data in your custom object. Custom objects are usually identified by a __c suffix.

Difference between standard and custom objects

Let's have a look at the differences between the standard and custom objects in the following table:

Standard object

Custom object

Can't delete

Can delete

Can't change the Grant Access Using Hierarchies sharing access

Can change the Grant Access Using Hierarchies sharing access

We can't Truncate standard objects

It is possible to Truncate custom objects

It is possible to create custom fields on standard objects

Custom objects contain some standard field, for example, Name, Created by, Last modified by and so on

External objects

External objects are similar to custom objects. They allow us to map the data that's stored outside your Salesforce organization. The following screenshot represents how you can connect external system with Salesforce using the Salesforce Connect.

Each external object trusts on an external data source definition such as Salesforce Connect or OData to connect with the external system's data. Each external object maps to a data table on the external system. Each of the external object's fields maps to a table column on the external system. External objects are usually identified by a __x suffix.

Standard fields

Standard fields are predefined fields that are included as standard within the Salesforce application. Standard fields cannot be deleted, but non-required standard fields can be removed from page layouts whenever needed. Both standard and custom objects contain a few common standard fields, for example, Name, CreateDate, LastModifiedDate, and Owner fields.

Custom fields

Custom fields are unique to your business needs and not only can they be added and amended, but also deleted. Creating custom fields allows you to store the information that is necessary for your organization. Both standard and custom fields can be customized to include custom help text, which helps users understand how to use the fields. Custom fields are usually identified by a __c suffix.