Back to Basics: Salesforce Standard Objects

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If your organization uses Salesforce, you’re probably aware that it’s a powerful software tool. An effective CRM (Customer Relationship Management) system can help your sales team representatives in identifying, managing, and closing more deals in less time.

Despite its ability to completely transform the way your sales team works, the Salesforce platform is a complex CRM, particularly when it comes to Salesforce Standard Objects.

 

Understanding the basics of standard objects

For many, a CRM system is like a black box. We know it’s jam-packed with information and a lot of data that could be beneficial to us. However, every time you have a conversation with a coworker, you may feel as though you’re neck-deep in CRM terminology.

The purpose of this blog post is to give you an overview of the Salesforce Standard Object. An out-of-the-box type of record where data is stored. The information in your company is organized in database tables, which are represented by Salesforce standard objects.

Control access to Salesforce items

The following are some of the factors that are used to determine access:

  • type of objects defined within your organization
  • user interface permissions
  • overall configuration
  • access settings
  • your data sharing model
  • other factors related to the object

 

Creation and integration of custom objects with Salesforce

Salesforce includes many standard objects, but you may also create custom objects fields and prospect custom object tables.

In addition to the API Developer Guide, we’ve compiled a list of the most important fields and standard objects.

List of main Salesforce Standard Objects

  • Account objects: companies or individuals that are involved in a business relationship. These can be partners, customers, or competitors.
  • Accounts Contacts: individuals within the accounts define the contact object
  • Opportunity: an event or activity for revenue generation
  • Case: a problem that a customer may have brought up
  • Solution: the description of issues and how to solve them
  • Forecast: the estimated quarterly revenue of the organization
  • Document: documents that are stored in folders and used by the company
  • Folders: store information documents and control access
  • Report: it is the analysis of all the data that are stored in custom or standard objects
  • Dashboard: a visual representation of data or groups of charts generated from the reports
  • Activity: it includes calendar events and tasks
  • Products: they refer to items that are sold to customers
  • Orders: new to the spring ‘14 release, they are records of a customer’s purchase of products or services
  • Campaign: marketing projects
  • Lead: the companies that are interested in your product or service

 

The Big Bang solution for Salesforce objects

To learn more about Salesforce sales cloud standard objects, our highly qualified and trained cloud specialists are here to assist you. Contact us today.

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Back to Basics: Salesforce Standard Objects

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