Custom Objects

In this section, we explore the Custom Object functionality in the Salesforce Core platform, which allows you to create entities in the database to capture data that Sales Cloud doesn’t have an out-of-the-box Object for. This flexibility allows you to model and manage additional processes that your salespeople are required to follow all in one system. Examples might include a key account management process, an onboarding process, or in some industries, a Know Your Customer process.

It is assumed that you are familiar with the overall concepts of the Salesforce Core platform, which include the potential for low-code development with Custom Objects. It is not possible to cover all scenarios of how to build custom processes in this book. The Salesforce Trailhead Academy offers a full five-day course on declarative development on the Salesforce platform called Declarative Development for Platform App Builders in Lightning Experience (DEX403), for those who need...