Standard and Custom Objects in Salesforce platform

Last updated on Nov 24 2021
VRamamoorthy R

Table of Contents

Standard and Custom Objects in Salesforce platform

The Salesforce Platform stores data in relational tables. The records in these tables contain data for the structure of the platform itself also as user created data. for instance , the info about the configuration and settings of an account are already in-built as a relational table. But you’ll also create your own tables to store data specific to your business just like the ‘dispatch schedule’ for every week assuming you’re a courier company.
These relational tables are roughly mentioned as API Objects or only objects in Salesforce. There are three sorts of Salesforce objects.
• Standard Objects − The objects already created for you by the Salesforce platform.
• Custom Objects − These are the objects created by you supported your business processes.
• External Objects − The objects which you create map to the info stored outside your organization.
In this blog, we’ll specialise in the quality objects in Salesforce platform.

Standard Objects

These are the objects which exist already within the Salesforce platform to manage the configurations and settings of the environment. Once you log in to the salesforce platform, you’ll see the available objects.

Example

The most commonly referred standard object is named the Account Object. it’s the thing which stores the preliminary information a few customer, partner, competitor or another organization. we will explore the account object by following the steps below.

Step 1

Login to the Salesforce platform and follow the link path Settings → Setup Home → Object Manager – Account.

Standard and Custom Objects in Salesforce platform
Standard and Custom Objects in Salesforce platform

Step 2

In this step, click on the Schema Builder. It shows the entire Account table with field names and data types. There are fields marked red. The fields marked red indicate that it’s mandatory to fill the fields when an account is made .

Standard and Custom Objects in Salesforce platform
Standard and Custom Objects in Salesforce platform

Using the similar steps as above we will explore all the quality objects available.

Important Standard Objects

In this section, we’ll discuss the important standard objects in Salesforce. the subsequent table lists down the objects –
Object Name Meaning Usage
Account Represents a private account, which is a corporation or person involved within the business-like customers, competitors, partners, etc. Use this object to question and manage accounts in your organization.
Account History Represents the history of changes to the values within the fields of an account. Use this object to spot the changes to an account.
Case Represents a case, which maybe a customer issue or problem. Use the case object to manage cases for your organization.
Contact Represents a contact, which is a private related to an account. This object is employed to manage individuals who are related to an Account within the organization.
User Represents a user within the organization. This object is employed to question the information about users and also helps to provide and modify the knowledge concerning the users.
Asset Represents an item of economical value, like a product sold by the corporate or a competitor that a customer has purchased and installed. This object is employed to trace assets previously sold into customer accounts. With asset tracking, a client application can quickly determine which products were previously sold or are currently installed at a selected account
Domain Read-only object that represents a custom Web address assigned to a site in your organization. This read-only object is employed to object to question the domains that are related to each website in your organization.

Salesforce – Custom Objects

The organization’s data will always not fit into the prevailing standard objects. So we will extend and customize many sales department objects to satisfy this need. for instance , a courier company can create a custom object to store the schedule and dispatch details for each week. So these objects store the info that’s unique to the business. The custom objects also can have custom fields along side the quality fields available in Salesforce.

Custom Object features

Following are the features available on Custom Objects. The features assist you perform the subsequent features −
• Build page layouts to regulate which fields users can view and edit when entering data for the custom object record.
• Import custom object records.
• Create reports and dashboards to research custom object data.
• Create a custom tab for the custom object, to display the object’s data.
• Track tasks and events for custom object records.
• Import custom object records.

Create a Custom Object

To create a custom object, we attend the road path as shown within the following screenshot −

Standard and Custom Objects in Salesforce platform
Standard and Custom Objects in Salesforce platform

Now we fill within the details of the custom object we would like to make . There are mandatory fields which should be filled before the thing are often saved. In our case, we give the thing a reputation called Delivery schedule and reserve it .

Standard and Custom Objects in Salesforce platform
Standard and Custom Objects in Salesforce platform

Create a Custom Field

To Add more granularity to the business data, we will add custom fields on the custom object we created. during this case, allow us to add a field called delivery date to the custom object named Delivery schedule. to try to to this, we follow the trail Setup Home → Objects and Fields → Object Manager → Deliver Schedule. Later, scroll right down to the Fields and Relationship tab and click on New. The page to feature custom field appears wherein, we fill the small print as shown below.

Standard and Custom Objects in Salesforce platform
Standard and Custom Objects in Salesforce platform

Next, we will verify the successful addition of the above custom field by following an equivalent link path as above. The custom field appears as shown within the following screenshot −

Standard and Custom Objects in Salesforce platform
Standard and Custom Objects in Salesforce platform

So, this brings us to the end of blog. This Tecklearn ‘Standard and Custom Objects in Salesforce Platform’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

https://www.tecklearn.com/course/salesforce-certification-training-admin-201-and-app-builder/

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
• More than 200,000 companies worldwide use Salesforce platform. Salesforce leads the CRM market with 19.5 percent of market share – Forbes.
• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista.

What you will Learn in this Course?

Salesforce Fundamentals

• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform

Understanding Salesforce Platform

• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

Introduction to Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management

Security Model, User Management and Its Features

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Object, Record and Field Level Features

• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs

Data Handling and Processing

• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool

Deployment

• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Reports and Dashboards

Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Visual Force in Salesforce

• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components

WorkFlows in Salesforce

• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules

About Preparation of Salesforce 201 and App Builder Certification exams

Got a question for us? Please mention it in the comments section and we will get back to you.

0 responses on "Standard and Custom Objects in Salesforce platform"

Leave a Message

Your email address will not be published. Required fields are marked *