
Mastering Salesforce CRM Administration
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Objects are a crucial element in Salesforce as they provide a structure for storing data and are incorporated into the interface, allowing users to interact with the data. It is similar to a database table. Object fields are similar in concept to a database column while records are similar in concept to a database row.
Standard objects are provided by Salesforce as a basic CRM structure. These include account, contact, opportunity, lead, campaign and so on. These are the tables that contain the records in any standard tabs, such as Accounts, Contacts, Opportunities, Leads, Campaigns, and so on.
In addition to standard objects, Salesforce allows you to create custom objects to store data specific to your organization, which is not doable through standard objects. For example, creating a custom object to store employee checking, saving account details to process biweekly salary, and keeping employee account details private so that only the system administrator and employee (who created the record) can access it. You can create reports and dashboards based on the record data in your custom object. Custom objects are usually identified by a __c
suffix.
Let's have a look at the differences between the standard and custom objects in the following table:
Standard object |
Custom object |
Can't delete |
Can delete |
Can't change the Grant Access Using Hierarchies sharing access |
Can change the Grant Access Using Hierarchies sharing access |
We can't Truncate standard objects |
It is possible to Truncate custom objects |
It is possible to create custom fields on standard objects |
Custom objects contain some standard field, for example, Name, Created by, Last modified by and so on |
External objects are similar to custom objects. They allow us to map the data that's stored outside your Salesforce organization. The following screenshot represents how you can connect external system with Salesforce using the Salesforce Connect.
Each external object trusts on an external data source definition such as Salesforce Connect or OData to connect with the external system's data. Each external object maps to a data table on the external system. Each of the external object's fields maps to a table column on the external system. External objects are usually identified by a __x
suffix.
Standard fields are predefined fields that are included as standard within the Salesforce application. Standard fields cannot be deleted, but non-required standard fields can be removed from page layouts whenever needed. Both standard and custom objects contain a few common standard fields, for example, Name
, CreateDate
, LastModifiedDate
, and Owner
fields.
Custom fields are unique to your business needs and not only can they be added and amended, but also deleted. Creating custom fields allows you to store the information that is necessary for your organization. Both standard and custom fields can be customized to include custom help text, which helps users understand how to use the fields. Custom fields are usually identified by a __c
suffix.
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