If you are new to the Salesforce, this would be an overwhelming experience working with the leading cloud-based CRM system. This is incredibly powerful and had the capability of transforming sales and customer experiences as expected by you. This post is dedicated to the Salesforce objects and top standard objects to make the sales and marketing tasks easier for you.
Salesforce stores data in the form of relational tables. The records of the table contain data and structure of the platform. For example, data configuration and settings of an account are common in the relational table. But how can you create your own tables for data storage that are specific to your business? They are termed as API objects or simple objects in Salesforce. “Objects are the database tables that allow us to store data highly specific to your business in Salesforce.”
In this post, our main focus is to discuss top 4 Salesforce standard objects that are frequently used by businesses.
Standard Salesforce objects are the special database tables that already exist in the Salesforce platform and suitable for proper configurations and setting of the environment. As soon as you will log in to the Salesforce, you can quickly check the list of available objects for your project. Luckily, Salesforce is not complex and easy to understand with the right training and certification program. When we are talking about the Salesforce objects, it will allow you to store the information for your organization. It will give you complete details of stored data like which type of information is stored and its relevance for your organization too. For example, there is one case object that is suitable to store information related to the customer inquiries. For each object, there could be multiple records that help in storing data for more than single instances. Further, we have given top 4 standard Salesforce objects that are most common and frequently used by the sales team worldwide.
If your business is highly focused on sales then Lead is probably the most important Salesforce object for you. In simple terms, A lead is the sales prospect who has shown interest in your product. This is necessary to get the complete details of the Lead with different fields like Name, Company name, Designation, Contact details, interests etc. When a lead is converted, accounts, contacts, and opportunities records are created. Here are the few popular lead objects completely suitable for your organization –
The more Lead fields include Lead status, Source of the Lead, Industry, and other contact details. This is not possible to create a hierarchy in case of Lead Object.
After Lead, the second most important standard object is Account that you should master. This could be an organization, industry, or business name. Your current customer may the individual or it may be the Company interested in buying your products or services. This is your choice with whom you wanted to make a partnership. Unlike Lead Object, you can always design hierarchies with Account object. An account object could have multiple contacts, cases, locations or opportunities associated with it. Here are a few Account object fields that you should know. These are the Name, Industry, and the Type etc.
The Contact Standard object represent the individual person who is directly connected to an Account. For example, an employee would be the Contact and the Company would be the Account. Some of the few Contact object fields are given below –
This is an optional object during the lead conversion but most of the organizations spend a plenty of time here to achieve the heights. Let us discuss the secret behind this. The opportunity is defined as the pending deal that could be converted to the profits later. So, why is the opportunity object considered optional in Salesforce? Many times, someone is associated with your business but there is no intention of selling them anything at that particular time span. Later, you decided to target the same customers that were left behind earlier. Some of the key fields of the opportunity object are given below -
There are a plenty of objects in the Salesforce that can be used as per your convenience but have a working knowledge of these objects would be an added advantage for your business. To become an in-demand Salesforce Developer, you should master the Salesforce objects first, learn how can you use them in the best way and start converting leads to opportunities and enjoy accurate reports.
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