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Salesforce Object Concepts Notes

The document outlines user account management in Salesforce, detailing the creation and management of user accounts, profiles, and roles. It describes standard objects such as Account, Contact, and Opportunity, as well as custom objects that users can create for specific business data. Additionally, it explains the concept of real-world entities as objects, highlighting their properties and behaviors.

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Kuldeep Bairwa
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21 views3 pages

Salesforce Object Concepts Notes

The document outlines user account management in Salesforce, detailing the creation and management of user accounts, profiles, and roles. It describes standard objects such as Account, Contact, and Opportunity, as well as custom objects that users can create for specific business data. Additionally, it explains the concept of real-world entities as objects, highlighting their properties and behaviors.

Uploaded by

Kuldeep Bairwa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce & Object-Oriented Concepts - Notes

User Account Management in Salesforce

- Creating and Managing User Accounts:

Admins can create new user accounts using the Setup menu. User accounts include username, email,

profile, role, etc.

- User Profiles and Roles:

* Profile: Determines what users can do.

* Role: Determines what users can see.

Objects in Salesforce

Standard Objects:

- Account - Represents a Company

- Contact - Represents an Employee of a Company

- Lead - Potential Customer (Interest not yet confirmed)

- Opportunity - Customer shown interest

- Case - Track customer issues or complaints

- Product - Items sold

- Campaign - Marketing campaigns

Custom Objects:

- Created by users to store specific business data.

Sample Table for Custom Object (Employee Info)

Name | Email | Phone | Salary

----------|-------|-------|--------

John Doe | - |- |-

Barbara | - |- |-

Jack |- |- |-

Understanding Real World Entities as Objects


Salesforce & Object-Oriented Concepts - Notes

Definition: Any real-world entity with properties and behaviors.

Objects have two aspects:

1. State (Property): Details like name, size

2. Behavior: Functions like write, sit

Examples of Real-World Objects

Pen:

- Name

- Company

- Color

- Type

Chair:

- Sit (Behavior)

- Material, Color (Properties)

Books:

- Name, ISBN, Pages, Author, Publisher, Published Year, Copies Sold, Price

Person:

- Name, Age, Email, Phone, Address, AADHAR, SSN, Father, Spouse

Building:

- Address, Number of Floors, Type (Residential/Commercial)

Standard vs Custom Object in Salesforce

Standard Object:

- Provided by Salesforce

- Example: Account, Contact


Salesforce & Object-Oriented Concepts - Notes

- Limited custom fields

Custom Object:

- Created by Admin/User

- Example: Student, Employee

- Fully customizable fields

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