2.1 Standard and Customer Objects
Salesforce objects and fields are analogous to database tables and the table columns. Objects are tables that store specific data in Salesforce. The Salesforce platform has standard objects and custom objects. Standard objects are objects that are included with Salesforce, while custom objects are objects that are created by users to store information unique to their organization. Object fields are the individual data points that make up an object, and object relationships define how objects are related to each other. Important standard objects in Salesforce include but not limited to:
Account: This object stores information about customers, partners, competitors, or other organizations.
Contact: This object represents individuals associated with an account.
Opportunity: This object tracks potential sales deals and includes information such as deal value, stage, and close date.
Lead: This object stores information about potential customers or prospects.
Product: This object represents the products or services offered by a company.
Campaign: This object tracks marketing campaigns and their associated leads and opportunities.
Case: This object is used for tracking and managing customer support issues or inquiries.
User: This object represents individual users of the Salesforce platform.
Contract: This object stores information about contracts or agreements with customers.
Report and Dashboard: These objects allow users to create and view data analytics.
These standard objects provide a foundation for managing various aspects of a business within the Salesforce platform. The difference between standard and custom objects in Salesforce can be summarized as follows:
Standard objects are pre-built objects that come included with Salesforce. These objects have a set of default fields and functionality that can be used out-of-the-box. Standard objects are designed to handle common business processes and are already configured in the Salesforce platform.
Custom objects are objects that users can create themselves to store information specific to their organization. Users can define their own fields, relationships, and logic within custom objects. Custom objects allow for the customization and extension of the Salesforce platform to meet specific business needs. They provide a structure for sharing data and can be tailored to fit unique requirements. Custom objects are the heart of any application built on the Salesforce platform.
To create a custom object, go to Setup ➤ Object Manager tab, and click the “Create” button.
In Salesforce, both standard and custom objects have APIs (Application Programming Interfaces) that allow developers to interact with and manipulate the data and functionality of these objects programmatically. The API names for standard objects are well-defined and consistent, while custom object API names are based on the name provided when the custom object is created. Here are some examples of standard object API names in Salesforce:
Account: API Name: Account
Contact: API Name: Contact
Opportunity: API Name: Opportunity
For custom objects, the API name typically ends with __c to denote that it’s a custom object. For example, if you create a custom object called “Project,” its API name might be Project__c.
It’s important to note that these API names are used developing custom code such as Apex triggers or Lightning Web Components (LWC), integrating with external systems, and performing data manipulation. These API names provide a standardized way to reference and interact with objects and their data in the Salesforce platform.
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