Salesforce is a powerful Customer Relationship Management (CRM) platform. It provides businesses with a suite of tools to optimize customer data and relationships. In Salesforce, an object is a data table that stores information related to a particular type of record. It is the fundamental building block of the Salesforce platform.
Salesforce provides many different types of objects, each with unique characteristics and functions. The most common types of objects are standard objects, custom objects, and external objects.
Standard objects are pre-built objects that come with the Salesforce platform and can’t be customized. These objects are often related to the core CRM functionality, such as Accounts, Contacts, Opportunities, and Leads. Standard objects can't be deleted and they have predefined fields and page layouts.
Custom objects are objects created by users to store data related to their business processes. These are typically used to store data that isn’t available in the standard objects, such as employee records, customer surveys, and more. Custom objects can be tailored to a business’s specific needs by creating custom fields and page layouts. Custom objects can be deleted, but the data associated with them cannot be recovered.
External objects are objects that are connected to data sources outside of Salesforce. These objects provide access to data stored in other systems, such as databases, web services, and other external applications. They can be used to display data and perform searches, but can’t be used to store data.
Objects in Salesforce can be related to each other in various ways. These relationships are known as object relationships. There are three types of object relationships in Salesforce: lookup relationships, master-detail relationships, and many-to-many relationships.
A lookup relationship links two objects together. In a lookup relationship, one object is the parent and the other object is the child. The child object can have multiple parents, and the parent object can have multiple children. Lookup relationships are used to link data from two different objects together.
A master-detail relationship links two objects together in a hierarchical relationship. In a master-detail relationship, the parent object is the master and the child object is the detail. The detail object is dependent on the master object, and the data in the detail object is automatically deleted when the master object is deleted. Master-detail relationships are used to link data from two objects together in a hierarchy.
A many-to-many relationship links two objects together in a non-hierarchical relationship. In a many-to-many relationship, both objects are independent of each other, and data from one object can be linked to multiple objects. Many-to-many relationships are used to link data from two objects together in a non-hierarchical way.
Objects are fundamental to the success of Salesforce. They are used to store data and define relationships between different types of records. By understanding objects and the different types of relationships, businesses can optimize their data and relationships in Salesforce.