Effective customer relationship management (CRM) is the essence of running a successful business. This involves capturing critical customer data and analyzing them to improve your products and services for enhanced customer experience. However, it can be a cumbersome task manually collect crucial data and sales-based leads from custom interactions, emails, social media, etc. This is especially true if the customer base is exponentially growing. To address the challenges of data storing, monitoring and analysis, Salesforce CRM provides a standard object and a custom object – two crucial elements of successful data modeling. In this blog, we will understand what are standard objects and custom objects in Salesforce, and why we use them.
Objects are a vital element of Salesforce CRM, providing a definite structure to collect, store, and model data in a way that is easily understandable. You can incorporate the data model into the interface, enabling users to seamlessly interact and analyze the data. Objects are like database tables, whereas object fields are like database columns. On the other hand, records are similar to database rows.
Objects and fields in Salesforce help structure data. For instance, the primary object in Salesforce data modeling is accounts, i.e., organizations and companies associated with your business. These may include partners, competitors, or customers. On the other hand, a record represents a specific occurrence of the object. For instance, in the example above, a record characterizes a particular account, such as Dell, as indicated by an account object.
Now that you have an overview of Salesforce objects, let’s understand what is a standard object and a custom object.
Standard objects come as a basic element of your CRM structure. That means these are the objects that your Salesforce platform already comes with, allowing you to manage the settings and configurations of the environment. These require minimal configuration and come with a broad range of functionalities for various types of businesses. The objects provide comprehensive information about certain datasets, their stored details, and their relevance in the project.
Discussed here are the most widely used standard objects in Salesforce:
Typically, it is ideal to use more standard objects for effective Salesforce data modeling. However, when the former does not meet your unique business requirements, it is recommended to use custom objects. A custom object is unique to your company and designed to meet specific purposes.
It represents a custom database table that allows storing data that are unique to your organization. You can define custom objects in the user interface and expand your organizational data. Salesforce also allows you to create dashboards and reports based on the record information you have in your custom object.
One advantage of this is you have complete control of custom objects. This means you can delete or change the Grant Access option for these objects. It is also simple and quick to create custom objects for Salesforce data modeling.
Now that you know what is a standard object and custom object, take your business to the next level with a reliable Salesforce partner.
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