In my previous articles, I talked about what is CRM, Salesforce, and how to create your own org.
In this part, I'll be covering a go-through of Salesforce org, its Standard Objects and Database Tables.
- First, go to https://login.salesforce.com/
- Enter your credentials and you'll be redirected to your Salesforce Org.
Now, look at the above two screenshots. Salesforce offers you two environments to work on -
- Salesforce Lightning Experience
- Salesforce Classic
The lightning experience is more catchy and newer feature of salesforce, so we will be going on with that.
Now that you have logged in - You see a couple of headers like Home, Account, Contacts, Opportunities, etc. These are the standard objects.
Objects that are provided by Salesforce.com are called standard objects. The motive behind providing such pre-defined objects is to rip out the burden of customers/businesses.
As every business and enterprise needs to keep record of customers, their contacts, orders, potential customers, sales, etc.
Every standard objects comes with a number of fields and records already defined. Let's take an example and understand -
- The Standard Object - Account has a number of fields and records already created. Look at the screenshot below. The account object has these records -
Along with standard objects and pre-defined fields, Salesforce also gives you the feature to create your own objects and fields. These are called Custom objects and fields.
You can also add new fields to standard objects.
- Click on Setup and then Object Manager.
- Now click on the object where you want to create a new field or multiple fields.
- Upon that, click on Fields and Relationships -> New. From here, you will have multiple options to create different types of fields which we will talking about in upcoming articles. Here, I just wanted to give you a roundabout of how to create new fields for standard of custom objects.
- Now, go to the same Object Manager page and click on Create to open a dropdown. Select Custom Object.
- A new page to create custom object opens up. Fill up the object name and scroll down. Click on Save.
- When you click on Save, the page for new created object opens up. Here you can edit object as you like and can create new fields for the same.
Database Tables in Salesforce are nothing but the objects and fields as these objects and fields contain all the data and records of a business or enterprise.
This was all about Objects and Fields in Salesforce. I will be talking about Relationships in the next article.