This article provides a detailed explanation of Salesforce objects. It also explains various terms you should know, such as "records," "standard objects," and "custom objects," so please use it as a reference.
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table of contents
What is a Salesforce Object?
Relationship between Salesforce objects, records, and fields
Salesforce Object Types
Standard Objects
Custom Objects
List of typical standard objects in Salesforce
Lead
Business Partner
Contact
Negotiations
contract
campaign
case
Todo
User
How to Create a Custom Object
summary
What is a Salesforce Object?
A Salesforce object is a container that stores various data such as accounts, leads, and opportunities .
For example, in the Customer object, you can register the company name, address, phone number, etc. for each customer, and when you have a new customer, you add the data here. It's like a list created in Excel.
The lead object allows you to register the information necessary for management, such as name and company name, and the sales object allows you to register product name and delivery date. Depending on the object, it is possible to organize the wide variety of data required for business in an easy-to-use manner.
Relationship between Salesforce objects, records, and fields
"Records" and "fields" are the elements that make up an object.
A record is a single piece of data stored in an job seekers phone number list object. For example, in the case of a customer object, the data registered for Company A, such as the company name, address, and phone number, is treated as one record.
It is like a "row" in a list created in Excel. When you add new business partners, you add records to the object.
On the other hand, fields are the information you enter when creating a record. For an Account object, fields include "company name," "address," and "phone number."
The image shows the "columns" of a list created in Excel. In addition to the standard items prepared in advance for each object, there are also custom items that can be set by the user.
Salesforce Object Types
In Salesforce, objects are broadly divided into two types: "standard objects" and "custom objects ." Here, we will take a closer look at the differences between them.
Standard Objects
Standard objects are objects that come pre-installed in Salesforce. Objects that are generally considered necessary for most companies, such as "Accounts" and "Opportunities," are pre-installed as standard objects.
Custom Objects
A custom object is an object created by a user. When you need an object other than a standard object, you can create an original object as a custom object with the information you want to manage set in the fields.
List of typical standard objects in Salesforce
Below is a list of some of the standard objects in Salesforce.
Lead
In marketing, lead means a potential customer, and is used in the same sense in Salesforce.
As the name suggests, this is an object for storing lead information. It stores the company names and names of people who may become future customers, such as seminar attendees, people who have signed up for email newsletters, and people who have made inquiries on your company's website.
The Lead object is positioned as a "list of people to approach in the future." The records of users who have actually started a business negotiation within the Lead object are moved to and managed in the "Contact" and "Account" objects, which will be described later.
Business Partner
An account is an object that stores information about existing customers, companies with which you are conducting business negotiations, partner companies, etc. You can register company names, addresses, etc., and edit the account object record if the account changes its name or moves.
When you start a business opportunity with a user registered in the Lead object, move information about the other company to the Account object.
Contact
A Contact is an object that stores information about an individual, such as a person in charge at a company who is registered with a business partner.
When a business negotiation begins with a user registered in the Lead object, the business partner's name, department, job title, etc. are moved to the Contact object.
The Contact object is linked to the Account object, and information about the company with which a business deal is being conducted is determined by referencing the Account object.
Even if there are multiple people in charge at the other company, you can link multiple contact persons to one business partner, making information management easier.
Negotiations
An Opportunity is an object that stores information about an ongoing business. You can manage the status of each business in detail, such as the business partner, product, price, and expected closing date.
Using the Opportunity object makes it easier for sales staff to understand the opportunities they have, and it is also useful for sales forecasting and sharing information within the company.
contract
A contract is an object that stores information related to a contract, such as a contract with a customer that has been concluded through a sales negotiation. You can register the client name, contract start date, contract period, etc.
Since you can link an Opportunity object record to a Contract object record, it is convenient to see what kind of contract was led as a result of an opportunity.
campaign
A campaign is an object that manages marketing initiatives such as exhibitions, seminars, discount campaigns, websites, etc. Customer information and sales results can be registered for each initiative, which helps measure the effectiveness of marketing.
case
A case is an object used to manage customer inquiries. You can manage information such as the business partner, date and time, inquiry content, response content, and your company's person in charge.
