What is a Salesforce object?
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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.
Salesforce Reports and Dashboards are powerful tools used to visualize, analyze, and monitor data stored in Salesforce. They're essential for turning raw data into actionable insights that help businesses make better decisions, track performance, and identify trends or issues.
Automating tasks in Salesforce helps improve productivity, consistency, and efficiency. Salesforce offers several built-in tools for automation, each suitable for different types of tasks.
A Salesforce object is a database table that stores a specific type of data within the Salesforce platform. Objects help organize and manage information related to your business, such as customers, products, or sales.
Types of Salesforce Objects:
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Standard Objects: Predefined by Salesforce and include common business entities like Account, Contact, Lead, Opportunity, and Case.
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Custom Objects: Created by users to store information unique to their organization’s needs, such as Invoices or Projects.
Key Features:
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Objects have fields (columns) that store data attributes, like name, date, or status.
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Records (rows) in an object represent individual data entries, such as a single customer or sales deal.
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Objects can be related to each other through relationships (like lookup or master-detail), enabling complex data models.
In summary, a Salesforce object is the fundamental building block for organizing data in Salesforce, enabling businesses to manage and track their processes effectively.
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