Salesforce objects are database tables that permit the admins to store the data specific to an organization. For every organization, the main important element is customer data. Maintaining the customer database is the main challenging part of every organization. As customers are the backbone of every industry, providing them with the best solution is the main focus area of every organization. So it is almost impossible to handle and manage the large volumes of customer data by the sales team using the old methods. 

Salesforce CRM is the most effective CRM platform that can solve these problems. It provides the clients with a high degree of automation and efficiency in operating customer databases. Salesforce marketing cloud and Salesforce sales cloud provide the end to end solutions to the organization’s marketing activity. Salesforce reduces the time and manual efforts by putting all the things on automation so that they can concentrate on the other productive works. Salesforce Developers, Consultants, and other operators should be well trained to complete all the processes in a seamless way. 

Salesforce objects are considered the building blocks of the Salesforce CRM platform. They are mainly the digital data tablets containing important data and information of a business organization. Salesforce objects can be compared to different tablets of an Excel document containing clear rows and columns. Data is stored in the form of relational tablets in different Salesforce objects. So Salesforce objects are nothing but virtual tablets that stores specific data to different business organizations.

Salesforce objects can be segmented into two categories. Standard objects and custom objects. Recently, certain developers have added a new segment of Salesforce object, which is called External object. 

Standard Salesforce Objects

Standard Salesforce Objects are created for the concerned project. These are pre-installed in Salesforce CRM and suitable for various environments. Users just need to check if the standard object is logged into the platform. There is no complicated programming or coding required to use a standard object in Salesforce. But it is always advisable to hire a Salesforce professional to complete the task. The major standard Salesforce Objects are-

  • Accounts
  • Contacts
  • Opportunity
  • Case
  • Solution 
  • Forecast
  • Document
  • Folders
  • Reports
  • Dashboards
  • Activity
  • Product
  • Orders
  • Campaign
  • Lead

From the long list mentioned above, CloudVandana will describe the four main objects.

Lead

Lead is the most important element for conducting sales and generating revenues for organizations. If driving sales is considered the primary aim of a business, generating and managing leads is the most important activity for the sales team. Salesforce object covers all the leads generated and managed by the sales team. After the conversion of a lead, other things like contacts, accounts, opportunities, etc, can be created.

Account 

After the conversion, the next focus area is on accounts. This is a standard Salesforce object that consists of all the firms that a user maintains the relationship with. Salesforce object also consists of individual customers that a company deals with on a regular basis. The account fields such as the name of the account, the industry, and the type of business should be looked into while managing the object of account using Salesforce CRM. 

Contact 

This is the standard Salesforce object consisting of individual people for specific accounts. For example, if someone has a business enterprise as an account, the company as a whole will belong to the account object, and each employee of the organization would belong to the contact object. 

Opportunity

The object of the opportunity contains all the events that have the potential to convert leads, close deals faster, and gather revenue for the business. The object also contains certain pending deals that can convert if the opportunity is duly taped by the sales team.

 Custom Salesforce objects 

Custom Salesforce objects are highly influential in the process of developing applications as they are highly customizable and offer developers a format that smoothens data sharing. Some important elements of custom objects are-

  • Page Layout
  • Custom Fields
  • Object Relationships
  • Custom User Interface Tab

So Salesforce Object is a very important tool in order to develop and implement Salesforce CRM. Do you have any further queries or looking for a customized Salesforce Solution to implement and maintain Salesforce CRM in your organization? Please feel free to contact CloudVandana to get started. 

Request a Free Consultation

YOU MIGHT ALSO LIKE