Understanding the difference between Setup and non-setup objects in Salesforce is essential as Salesforce offers users a variety of objects to customize their application. Explore the guide by CloudVandana to discover more!

Setup and Non-Setup Objects in Salesforce

Whether you’re a Salesforce beginner or an experienced user, you must know the setup and non-setup objects. In this guide, we’ll explain what they are and how they can be used to customize your Salesforce application.

What is a Setup Object?

Setup objects are objects that Salesforce allows you to configure and manipulate. These objects allow you to create, delete, change, or update records to customize your application according to your business needs. These are also often called “customizable” or “configurable” objects. Examples of setup objects include custom fields, profiles, roles, workflow rules, and even standard objects like accounts or contacts.

What are Non-Setup Objects?

Non-setup objects are objects that Salesforce provides but do not allow users to configure or manipulate. Non-setup objects provide the data to power the custom fields, profiles, and other setup objects. Examples of non-setup objects include standard objects like accounts or contacts as well as relationships such as lookup fields. While you may not be able to modify or customize these objects, they’re essential in maintaining data integrity within your application.

What Different Types of Setup Objects Are There?

Setup objects are objects that users can configure and manipulate. Examples of these include custom fields, page layouts, reports and dashboards, profiles, queues, sharing rules, and more. These are the elements that enable you to customize your application according to your business needs. Each setup object has its own implications when it comes to data development, analysis, and reporting. It’s important to understand which type of object is best suited for your needs!

When Should I Use Setup Objects Versus Non-Setup Objects?

The main difference between setup and non-setup objects is the ability to manipulate them. Setup objects can be configured by users, whereas non-setup objects cannot be changed. Setup objects are often used for elements that require an ongoing configuration process, such as reports and dashboards. On the other hand, non-setup objects can be used where a one-time setup is enough, such as custom fields. Ultimately, it’s important to use the right type of object for each situation in order to maximize efficiency and reduce errors.

How Do I Monitor and Manage My Setup and Non-Setup Objects in Salesforce?

One of the most important aspects of managing your setup and non-setup objects in Salesforce is monitoring your changes. You can do this by using the Setup Audit Trail object to track any changes you make to your setup or non-setup objects. This will give you greater visibility over what changes were made and who made them, helping you ensure that only valid changes are being made. Additionally, it’s a good idea to review your Salesforce configuration regularly to identify any potential issues and ensure it meets current needs.

Are you looking for expert Salesforce professionals for a successful Salesforce implementation and maintenance to experience the highest benefits of this CRM platform? Please feel free to schedule a consultation call with CloudVandana, a reputed Salesforce partner in India, and take your business to the next level. Call Now

Request a Free Consultation