Salesforce supports several different types of objects. Objects are containers of data (like a single spreadsheet of an excel file). Fields are like columns and Records, which are the actual data are like rows in the spreadsheet. In this article, we focus on Custom and Standard Objects.
- They are objects that are included with Salesforce.
- Leads -Lead Object captures basic info about potential customers. Salesforce allows to generate Leads through web -to-lead, LinkedIn Lead Generation, from third party sources and social media presence.
- Opportunities- While Leads are prospects, opportunities are deals which involve one or more people. Leads can be converted to opportunities.
- Accounts, Contacts and Person Accounts-Companies and people you are working with
- Cases- Issues or work items that need to be tracked, worked and completed.
Common standard fields
- Id-Autogenerated code unique to every record
- Name- A user friendly name for each record
- OwnerId- Id of a User or Queue that “owns” the record.
- LastModifiedById- Id of the user who last changed the record
- LastModifiedDate- DateTime when the record was last modified by a user.
- SystemModstamp-Date and time the system OR a user changed the record
- CreatedById-Id of user who created the record
- CreatedDate-Date and time at which the record was created
- Custom objects are objects that we create to store information that’s specific to an organization/industry.
- These are built when standard objects do not meet all the needs of the organization
- When we create a custom object, the salesforce platform automatically builds things like the page layout for the user interface.
There are multiple ways to create custom objects.
- The regular way
- The faster way: Schema builder
- “Create Object From Spreadsheet”
- External tools
We can create custom fields on standard and custom objects. We can choose from a variety of field types for creating custom fields.
- Text/numeric fields
- Picklist fields
- Date & Time fields
- Formula fields
- Relationship fields
To learn more about Custom fields, click Create a Custom Field Unit | Salesforce Trailhead
Creating Custom Tabs
Users access Objects through tabs. Tabs can be present on the Navigation Bar in the App Picker. Tab once launched in the navigation bar can be seen by a user depending upon his permission settings.
- Default On-Available in AppLauncher, Visible in the Navigation Bar if it has been added by the admin.
- Default off-Available in the AppLauncher, Not Visible in the Navigation Bar unless user customizes
- Tab Hidden-Tab not available in the App Launcher, Tab not available in Navigation
Options around Custom Objects
- Allow Reports
- Allow Activities
- Track field history
- 20 fields can be tracked
- Field Audit Trail add-on allows 60 fields
- Deployed/In development
- In development-To hide from non admins
- Deployed-Used for working in a sandbox
Disabling the below three options will classify an object as a Light Application object. For such objects , there will be no sharing model (all users see all records) and no bulk API (problem if thousands of record) is obtained.
- Allow sharing
- Bulk API
- Streaming API
The reason behind Maintaining Light Application objects is that some cheaper licenses allow access to only Light Application objects. If there are no licensing limitations, then there is no need to keep them unchecked.
Looking for more information on Custom and Standard Objects in Salesforce/Jungo, leave us a message.
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.