In our previous blog post we had discussed about Salesforce Objects.In these blog post we discuss about Standard and custom objects in salesforce
EXPLORING STANDARD AND CUSTOM OBJECTS IN SALESFORCE
- Define standard object.
- How to create fields &relationships
- Define custom objects.
- How to create custom objects
- How to create fields &relationships
Contents
What is Standard and custom objects in salesforce ?
standard objects are predefined entities provided by the platform to manage common business functions such as accounts, contacts, opportunities, leads, and cases.
Custom objects, on the other hand, are user-defined entities created by administrators to meet specific business requirements unique to an organization. These objects allow businesses to extend Salesforce’s functionality beyond the standard offerings.
Standard objects
In these standard objects to prebuilt their own organizations in salesforce org.
Standard objects cannot be deleted or edited.
Accounts, Contacts, Opportunity & Leads.
First go Setup- Click on Object manager.
These page look like these.
After Click on Object manager these are standard objects.
Standard and custom objects in salesforce
In these objects to create fields and relationship
- Click on object manager
- fields & relationships.
- Click New
- Create Custom field.
- Select Data type.
- Fill the details.
- Select field level security profile.
- Add page layouts.
- Click Save
After click New -open Data types -Then select one
Standard and custom objects in salesforce
After Select the datatype Fill the field values.
After filling the required fields -Select field level Security for profiles
Select Page layouts
Click save
Custom objects:
In these custom objects to allow to create an organization requirement
Custom object can be created, edited and deleted.
First Setup-Go to object manager – Create- Select custom object
After select Custom object to fill the custom object details
Below page look like these
After filling the below custom object details
Click Save
After saving the Custom object to save the API name
EX- Test2_c
- After saving Custom object
- Select the custom object.
- Select fields& relationships.
- Create new custom fields
Select custom object – create a custom field
Click New
Fill the Custom field details
Click next.
Go to Field-level-security.
Field Level Security (FLS) is a critical aspect of data protection in Salesforce, allowing administrators to control access to specific fields within objects. As Salesforce continues to evolve, mastering FLS becomes increasingly essential for administrators to ensure data integrity and compliance. In this blog post, we’ll explore some best practices that Salesforce administrators can implement to effectively manage field-level security.
Click next
Select page layout
Page layouts in Salesforce serve as blueprints for how data fields are arranged and displayed within record detail pages. They determine which fields are visible, read-only, or required, providing users with a structured interface tailored to their roles and responsibilities. By defining the layout of record pages, administrators can streamline data entry, enhance user productivity, and ensure data consistency
Click Save
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FAQs
What are Standard Objects in Salesforce?
Standard Objects are pre-built objects provided by Salesforce, such as Accounts, Contacts, and Opportunities, designed to handle common business data and processes.
How do Custom Objects differ from Standard Objects in Salesforce?
Custom Objects are user-created objects tailored to meet specific business needs, whereas Standard Objects are predefined by Salesforce and cater to general business requirements.
Can I modify Standard Objects in Salesforce?
Yes, you can customize Standard Objects by adding fields, modifying page layouts, and creating custom reports, but you cannot change their core structure.
When should I use a Custom Object in Salesforce?
Use a Custom Object when your business requires unique data structures or processes that cannot be accommodated by modifying Standard Objects.
How do I create a Custom Object in Salesforce?
To create a Custom Object, navigate to Setup, click on “Object Manager,” and select “Create Custom Object.” Define the object’s settings, fields, and relationships as needed.
In our next blog post we will discuss about What is Field Types in Salesforce
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