Data Model in Salesforce

Standard Objects vs Custom Objects

 

·        Standard Objects: Standard objects are Salesforce's built-in data structures — things like Account, Contact, Opportunity, Lead, and Case. They come pre-configured the moment you get a Salesforce org and are designed to cover the most common CRM use cases. Salesforce maintains and upgrades them automatically. You can add custom fields to them, but you can't delete the objects themselves or change their fundamental structure.

·       Custom Objects: Custom objects are data containers you build yourself to store information that's specific to your business and doesn't fit neatly into any standard object. A property management company might create a Property__c object. A logistics firm might build a Delivery_Route__c.

Navigation:

Setup → Object Manager → Create → Custom Object

Standard Fields vs Custom Fields

·        Standard Fields: Standard Fields are the fields that are already provided by Salesforce out of the box. These fields come prebuilt with standard objects like Account, Contact, Lead, Opportunity, Case, etc.

·         Examples of Standard Fields

·         On the Account object:

o   Account Name, Phone, Website, Industry, Created Date

·        Custom Fields: Custom Fields are the fields created by users (Admin/Developer) according to business requirements. When standard fields are not enough, organizations create custom fields to store additional information.

·         Examples of Custom Fields

·         Suppose a company wants to store:

o   Customer GST Number, Employee ID, Passport Number

Navigation: Setup → Object Manager → Select Object → Fields & Relationships

 

Relationships in Salesforce

In Salesforce, relationships are used to connect one object with another object.
They help businesses organize related data and create meaningful connections between records.

·         Lookup Relationship in Salesforce

o   A Lookup Relationship creates a loose connection between two objects.

o   The child object can exist independently even if the parent record is deleted.

·         Master-Detail Relationship in Salesforce

o   A Master-Detail Relationship creates a strong parent-child relationship between objects.

o   The child record completely depends on the parent record.

o   If the parent record is deleted, all related child records are automatically deleted.

Schema Builder Overview in Salesforce

Schema Builder is a powerful visual tool in Salesforce used to view, design, and manage objects, fields, and relationships in a graphical format.

Navigation: Setup → Object Manager → Schema Builder

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