In Salesforce, objects are the basic building blocks of data. An object is essentially a table that holds a specific type of data, such as accounts, contacts, leads, opportunities, and cases. Objects are used to store and manage information within Salesforce, and they can be customized to fit the specific needs of a business. Here are some of the key types of objects in Salesforce:
Types of Objects
Salesforce includes a number of standard objects, such as Accounts, Contacts, Leads, Opportunities, Cases, and Campaigns. These objects are included by default and are used to store standard business data.
Salesforce also allows businesses to create custom objects to store additional data that is specific to their business. Custom objects can be created using the Object Manager, and they can be customized to include specific fields, page layouts, and record types.
External objects allow businesses to access data from external systems within Salesforce. External objects are created using Salesforce Connect, and they can be used to retrieve data from external systems such as SAP, Oracle, and Microsoft.
Junction objects are used to create many-to-many relationships between two objects. For example, a junction object could be used to create a relationship between Contacts and Accounts, allowing multiple contacts to be associated with multiple accounts.
Platform events allow businesses to publish and subscribe to events within Salesforce. Platform events can be used to trigger business processes or integrate with external systems.
Big Objects are used to store large volumes of data within Salesforce. Big Objects are optimized for large data volumes and can be used to store data such as log files, historical data, or archived data.
Features of Objects
Objects in Salesforce come with a variety of features that allow businesses to manage their data effectively. Here are some of the key features of objects in Salesforce:
Fields are used to store specific data within an object. Salesforce provides a wide range of field types, including text, picklist, date, currency, and formula fields. Businesses can customize fields to match their specific data requirements.
Relationships are used to define how objects are related to each other. Salesforce supports several types of relationships, including one-to-many, many-to-many, and lookup relationships. Relationships allow businesses to link different types of data together and perform advanced queries.
Page layouts define how data is displayed on a record in Salesforce. Businesses can customize page layouts to include specific fields and related lists, as well as custom buttons and links.
Validation rules are used to ensure that data entered into an object meets specific criteria. Validation rules can be used to prevent incorrect or incomplete data from being saved.
Triggers are used to automate business processes based on changes to an object’s data. Triggers can be used to perform a variety of actions, such as sending emails, updating fields, or creating new records.
Reports and dashboards:
Reports and dashboards provide insights into an object’s data. Businesses can create custom reports and dashboards to analyze data and track performance metrics.
Sharing rules are used to control access to an object’s data. Businesses can define sharing rules to give specific users or groups access to specific records within an object.
How to create Objects?
Creating objects in Salesforce is a fairly straightforward process, and can be done using the Object Manager. Here are the general steps involved:
Navigate to the Object Manager:
In Salesforce, go to Setup and search for “Object Manager” in the Quick Find box. Click on “Object Manager” to open the Object Manager.
Create a new custom object:
Click the “Create” button and select “Custom Object”. Give your new object a name and label, and select the appropriate settings, such as the object type (standard or custom), the record name format, and the record access.
Define the object’s fields:
Click on the “Fields & Relationships” tab to define the object’s fields. You can add new fields or edit existing ones, and specify the field type, field name, and other properties.
Set up page layouts:
Click on the “Page Layouts” tab to set up page layouts for your object. You can add fields and related lists to the page layout, as well as custom buttons and links.
Click on the “Fields & Relationships” tab and select “New” to define relationships between your new object and other objects in Salesforce.
Add validation rules:
Click on the “Validation Rules” tab to add validation rules to your new object. Validation rules ensure that the data entered into your object meets specific criteria.
Customize related lists:
Click on the “Related Lists” tab to customize related lists for your new object. You can add or remove related lists, and customize the fields displayed in the related list.
Configure sharing settings:
Click on the “Sharing Settings” tab to configure sharing settings for your new object. You can specify who has access to the object and what level of access they have.
Save and deploy:
Once you have finished configuring your object, click “Save” to save your changes. Your new object will now be available in Salesforce.
Overall, objects are a key part of Salesforce’s data model, and they allow businesses to store and manage their data in a flexible and customizable way. By using objects, businesses can ensure that their data is organized and structured in a way that is optimized for their specific needs.