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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Objects

Objects are a key element in Salesforce CRM as they provide a structure for storing data and are incorporated in 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 to display the object data

Standard objects

Salesforce provides standard objects in the Salesforce CRM platform by default. Standard objects that are available include Account, Contact, and Opportunity. Standard objects are described in more detail later in this chapter.

In addition to the 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 the custom objects and have created records...

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