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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Creating custom objects

Salesforce comes with several standard objects according to the CRM structure, but if your requirement is not satisfied by using them, you could go ahead and create custom objects. For example, creating a custom object to store employee checking or saving account details to process the biweekly salary and keep the employee account details private, so only the system administrator can access it. Custom objects are usually identified by a __c suffix:

Creating custom objects

Objects are a crucial element in Salesforce, as they provide a structure for storing data and are incorporated into the interface, allowing users to interact with the data. It is similar to a database table. Object fields are similar in concept to a database column. Records are similar in concept to a database row. The following diagram represents the steps for creating a custom object and configuring it as per your business requirements:

Creating custom objects

We will now be developing a sample Registration Management app for Universal...

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