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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Creating custom objects

As we discussed in the first section of this book, there are several standard objects, such as Accounts, Contacts, Opportunities, Leads, and Cases, all of which are part of the foundations for customer relationship management and sales.

Outside these core objects, there may be other use cases where you’ll need to create new custom objects to handle a business use case. Objects, also known as database tables, allow you to build the infrastructure needed to store this information. Objects are similar to spreadsheets, where the object is the tab, the columns are the fields, and the rows are the actual data that’s created and inserted into these objects. Let’s take a look at a business use case where you may need to create a custom object.

Business use case

You are the Salesforce admin at XYZ Widgets. A business use case has come up where your manager has asked you to track the Salesforce certifications held by the customers that...

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