Slaesforce FAQ

does salesforce lightening have business account object

by Danielle Lehner Published 2 years ago Updated 2 years ago

The Account object is supported according to the documentation but the following does not work: Markup - Nothing else exists. Sitting on a lightning tab

Full Answer

What is Salesforce lightning and how does it work?

Lightning is a completely re-imagined Salesforce platform designed to take sales productivity to the next level. The Lightning Experience along with our revamped CRM user interface make for a noticeably improved, quicker and efficient way of selling. We think Salesforce Lightning is the future of CRM and sales.

What are business accounts in Salesforce?

In Salesforce, the companies that you’ve sold to are business accounts. We’ll refer to business accounts as just accounts from now on, unless we want to distinguish a feature available only to certain types of accounts. To follow along, and complete the challenge at the end, create a Get Cloudy account in your Trailhead Playground.

What do you need to know about customers in Salesforce?

You need to know who your customers are, where to find them, how to contact them, and how you can make them happy. In Salesforce, you store information about your customers using accounts and contacts.

What is a big object in Salesforce?

A big object stores and manages massive amounts of data on the Salesforce platform. You can archive data from other objects or bring massive datasets from outside systems into a big object to get a full view of your customers. Clients and external systems use a standard set of APIs to access big object data.

How do I create a business account in Salesforce lightning?

In Lightning Experience, click + Add Account and then click + New Account. Select the Business account record type, and click Continue. For the Account Name, enter the name of the business. Enter the rest of the information that your organization uses.

What are the types of account object in Salesforce?

There are three kinds of Salesforce objects.Standard Objects − The objects already created for you by the Salesforce platform.Custom Objects − These are the objects created by you based on your business processes.External Objects − The objects which you create map to the data stored outside your organization.

What is the difference between person account and business account in Salesforce?

Use accounts to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.

What is Salesforce account object?

Salesforce Account Objects signify an individual or an enterprise to which the Salesforce platform provides its services. These are standard in Salesforce and can store all the relevant information related to the enterprise e.g., Market Segmentation, Competition, Customer Base, etc.

How many types of objects are available in Salesforce?

Salesforce supports several different types of objects. There are standard objects, custom objects, external objects, platform events, and BigObjects. In this module, we focus on the two most common types of objects: standard and custom.

How do I create a custom object in Salesforce lightning?

From the top-right corner of any page in Setup, click Create | Custom Object.Complete the fields for your custom object and configure its features.If you want to create a custom tab for the object immediately after you save it, select Launch New Custom Tab Wizard after saving this custom object. ... Save the new object.More items...

Is person account a separate object?

A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types. There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.

Can person accounts have parent accounts?

Person accounts don't support certain business account fields (such as Parent Account) and some contact fields (such as Reports To).

What is the individual object in Salesforce?

The Standard object called 'Individual' was introduced as of the Spring '18 release. The Individual object lets you store details about Data Privacy and Protection preferences. First set up data privacy records, then encrypt the Individual Name field with the type of tenant secret and encryption scheme of your choice.

Does Salesforce have an accounting module?

Salesforce is not accounting software. You still need a dedicated accounting solution that will house the transactional data initiated by your other apps and then manage their respective debits and credits. If your company is on Salesforce, you have two options. You can use native Salesforce accounting software.

What is difference between Tab and object in Salesforce?

Tab in Salesforce is a User Interface to build records for objects and view records in objects. Objects are the database tables that permit us to store data specific to the organization. ... Standard Objects are provided by salesforce.com like users, contracts, reports, or dashboards etc.

What is difference between standard objects and custom object in Salesforce?

Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Custom objects are objects that you create to store information that's specific to your company or industry.

Special Access Rules

Customer Portal users can access their own accounts and any account shared with them.

IsPersonAccount Fields

These fields are the subset of person account fields that are contained in the child person contact record of each person account. If the IsPersonAccount field has the value false, the following fields have a null value and can't be modified. If true, the fields can be modified.

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Special Access Rules

The BuyerAccount object is available only if the B2B Commerce license is enabled.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

What is Salesforce account?

In Salesforce, you store information about your customers using accounts and contacts . Accounts are companies that you're doing business with, and contacts are the people who work for them. Accounts and contacts are related to many other standard objects, which makes them some of the most important objects in Salesforce.

What are the people who work at Salesforce called?

In Salesforce, the people who work at your accounts are called contacts.

What is account and contact?

What are Accounts and Contacts? Great businesses are built on great customer relationships. Building those relationships takes time and care, and it also requires information. You need to know who your customers are, where to find them, how to contact them, and how you can make them happy.

Why do companies use names?

Names not only help you find companies in your records, but they can be used to denote relationships between accounts and help you decide if a company or individual already exists in your records.

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