Salesforce Objects are basic building blocks in Salesforce that hold data about an organization and its relationship activities. Businesses can use objects to model and record significant events, in addition to being able to access data on those meaningful occurrences when appropriate. In this Salesforce tutorial, we are going to learn about Salesforce Objects and their different types as well how you can customized them based on your requirement for business needs.
Introduction to Salesforce Objects
Objects are database tables that allow us to store data specific to the organization in Salesforce. The main role of Salesforce Objects is divided into two categories: Standard Objects, and Custom Objects.
Standard Objects in Salesforce
The objects provided by salesforce.com is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc.
- Account: A business entity that you have anything to do with.
- Contact: Shows individuals relate with accounts.
- Opportunity = Your sales pipeline (potential sale)
- Lead: Contains potential customer information
Custom Objects in Salesforce
The objects created by us are called custom objects. Custom objects store information that is unique and important to your organization. Custom objects are the heart of any application. Custom objects provide a structure for sharing data.
Custom Objects are used when the standard objects do not meet specific business need requirements. These are created by a end user or developer in the Salesforce, so that this object can store other data which is specific to company/organization
Custom objects have properties such as
- Custom fields.
- Relationship to other objects.
- Page Layouts.
- A custom user interface tab
Key Components of Salesforce Objects
- Fields: Fields do not hold function, they are used to store data inside an object. The fields below could be either standard or custom based on the user need.
- Standard fields like Name or Created Date are added adequately—Standard Fields.
- Custom fields can be added to hold specific information that is important for your business, such as a customer type.
- Records: Records are the instances of an object. A record of the Account object is as an example akin to “Acme Corporation” which represents a single Account.
- Relationships: Objects in Salesforce can be related to each other using Relationships like Lookup, Master-Detail and Many-to-Many. These relationships are what is use to define how the data in one object affects or related with With this you can model your business process by showing and illustrating the inter dependencies between objects.
Creating Salesforce Custom Object
To create custom object go to Setup -> Build-> Create -> Objects ->Click on new custom object button and enter label name, plural label and object name.
And also enter Record Name according to the data type. There are two data types available to create record name, those are
- TEXT.
- Auto Number.
And also we have the following optional features while creating an object.
- Allow reports: If we check this check box, then only these objects are available to create reports.
- Allow Activities: If we check this check box, then we can create activities on this object.
- Track Field History: If we check this check box then only we are to track fields. We can track up to 20 fields for a single object.
And also we following deployment Status
In development: If we check this check box, this object is still in development mode. This object is not available for deployments.
Deployed: After selecting this check box then only it will be available for deployment.
The following options are available only when creating a custom object first time.
Add notes and attachments related list
Launch a new custom tab wizard after saving this custom object
After completing all the details click on save.
If we do not select “Launch new custom tab wizard” from object creation page, the object will save without tab appearance. In this case, we have to create a tab for this object. If we select this check box, the object will save and a tab will be created and appeared.
Tabs:
A tab is a User interface to create records for an object and to view the records in objects.
In salesforce we three types of tabs
1. Custom object Tab
2. Web Tab
3. Visualforce Tab
The path to creating Custom tabs.
Setup -> Build -> Create -> Tab -> click on New tab and enter the details to complete the tab creation process.
Common Interview Questions on Salesforce Objects
- What are Salesforce Objects and how are they used?
- Salesforce Objects are tables that store data in Salesforce, similar to how a table in a database stores data. They help organize and store key business data.
- What is the difference between Standard and Custom Objects?
- Standard Objects are pre-built in Salesforce, while Custom Objects are created by users to capture data unique to their business processes.
- How are relationships defined between Salesforce Objects?
- Relationships in Salesforce are defined using Lookup, Master-Detail, and Many-to-Many relationships. They determine how objects link and share information.
- Can you explain Master-Detail vs. Lookup Relationships?
- A Master-Detail relationship creates a strong link where child records depend on the parent, while a Lookup relationship creates a loose link between objects without dependent rules.
- What is a Record in Salesforce?
- A Record is an individual instance of a Salesforce object that holds data like an individual customer, account, or case.
- How do Validation Rules affect Salesforce Object data?
- Validation Rules ensure that data entered into Salesforce meets specific criteria, which helps maintain data integrity.
- What is the use of Schema Builder in Salesforce?
- Schema Builder is a visualization tool in Salesforce used to view and edit the data model, including objects and their fields, in an easy-to-understand layout.
- How can Page Layouts be customized for different user roles?
- Page Layouts can be tailored for specific profiles in Salesforce, ensuring that users see only the data and fields that are relevant to their role.
- What are some best practices for designing Custom Objects?
- Align custom objects with your business processes, limit the number of fields, and ensure that relationships are set appropriately to prevent data redundancy.
- How does Salesforce handle object-level security?
- Salesforce uses Object-level security settings, including Profiles and Permission Sets, to control what users can view, create, edit, or delete within an object.