How many objects are there in Salesforce?
There are a lot of objects in Salesforce (hundreds if you include both standard objects and custom objects), but having a working knowledge of these four standard objects will give you a great start. Just like perfecting any skill. build a solid foundation first.
Is there a standard controller for every Salesforce object?
A standard controller exists for every Salesforce object that can be queried using the Lightning Platform API. Sorry, the document you are looking for doesn't exist or could not be retrieved.
What is a closed won field in Salesforce?
This field refers to what needs to be done to move the deal to the next stage–hopefully Closed Won. There are a lot of objects in Salesforce (hundreds if you include both standard objects and custom objects), but having a working knowledge of these four standard objects will give you a great start.
What is a read-only object in Salesforce?
This read-only object is displayed in a related list of closed activities—past events and closed tasks—related to an object. It includes activities for all contacts related to the object. ActivityHistory fields for phone calls are only available if your organization uses Salesforce CRM Call Center.
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What are mandatory fields in contact object Salesforce?
Required EditionsFieldDescriptionBirthdateThe contact's birthday. Click the field, and then choose a date from the calendar.Contact OwnerThe contact's assigned owner. Not available in Personal Edition.Contact Record TypeThe name of the field that determines which picklist values are available for the record.33 more rows
What is a contact record Salesforce?
In Salesforce.com, Contact records are used for individuals to store personal information and business information. In contacts we can store phone numbers, E-mail address, Department name, Birthday, Lead Source, Account name, Fax, physical addresses, titles and custom information that's important to your company.
What is name field in Salesforce?
Local name fields are additional standard text fields that allow you to define original or translated text for certain fields on Account, Contact, and Lead objects. For example, you can define local name fields for a contact so that their name appears in a language appropriate for their locale.
Is email required for Salesforce contact?
The contact's email address. A valid email address is required.
What are the standard Salesforce objects?
Standard Objects: The objects provided by salesforce.com is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc.
What is difference between account and contact in Salesforce?
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.
How many standard fields are there in Salesforce?
Standard Fields: There are four standard fields in every custom object that are Created By, Last Modified By, Owner, and the field created at the time of the creation of an object. These fields cannot be deleted or edited and they are always required.
Are custom objects standard fields?
Custom objects automatically include the following standard fields. Click Edit to modify any of the editable fields. ID of the user who created the record. Currency of the record if multicurrency is enabled.
Is API name and field name same?
API Field Name - The name of the field, as used programatically in Apex, or any of the APIs (Rest, SOAP, Bulk, etc). Most standard fields use the same name as the label while custom fields will show '__c' at the end for the API Name.
What is lead object in Salesforce?
In Salesforce, a lead is the default object that is created when you receive new contact information in your database. Leads can be imported, but they can also be created automatically through external marketing automation platforms, as well as by form submissions and other inputs.
What are compound fields in Salesforce?
Compound fields group together multiple elements of primitive data types, such as numbers or strings, to represent complex data types, such as a location or an address. Compound fields are an abstraction that can simplify application code that handles the values, leading to more concise, understandable code.
What is Opportunity object in Salesforce?
The Opportunity object connects Accounts to Products. Products are organized in Pricebooks and selected as Opportunity Line Items to create a list of items the customer wants to buy. The Opportunity is also related to Forecasts through the Stage and Percentage fields.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
What is Salesforce export compliance matrix?
It is a list of our products and features with respective Export Control Classification Numbers (ECCNs) and eligible license exception information, per the United States Department of Commerce, Bureau of Industry and Security, Export Administration Regulations.
What countries are Salesforce not allowed to use?
laws: Crimea, Republic of Cuba, Islamic Republic of Iran, Democratic People’s Republic of Korea, and the Syrian Arab Republic. Salesforce's Encryption Registration Number (ERN) is R100423.
Can Salesforce be exported?
Salesforce products and services may not be exported, re-exported, or transferred if for use directly or indirectly in any prohibited activity described in Part 744 of the U.S. Export Administration Regulations, including certain nuclear, chemical or biological weapons, rocket systems or unmanned air vehicle end-uses.
Does Salesforce have a warranty?
Salesforce makes no representation or warranty as to the accuracy or reliability of the classifications listed in this export compliance matrix. Any use of such classifications by the user, is without recourse to Salesforce and is at the users’ own risk.
What is Salesforce report?
Standard Salesforce Reports#N#A report represents the relationship between primary objects and its related objects. To represent this relationship report has predefined templates which makes reporting easier. Every report displays only those records which meet the criteria.
What is a report in Salesforce?
Reports provide information about Accounts.#N#Reports provide information about Contacts in Salesforce.#N#Reports provide information about opportunities.#N#Reports provide information about forecasts.#N#Reports provide information about products and sales pipeline.#N#we can get an organization’s lead information through reports.
What is a standard controller in Salesforce?
A standard controller exists for every Salesforce object that can be queried using the Lightning Platform API. The following topics include additional information about using standard controllers: Associating a Standard Controller with a Visualforce Page. Accessing Data with a Standard Controller. Using Standard Controller Actions.
What is a Visualforce controller?
A Visualforce controller is a set of instructions that specify what happens when a user interacts with the components specified in associated Visualforce markup, such as when a user clicks a button or link. Controllers also provide access to the data that should be displayed in a page, and can modify component behavior.
Salesforce Licenses – Recap
As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:
What are Platform Licenses?
Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.
Important Tips!
Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.
Changing Salesforce Licenses
Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.
Best Practice
Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.
Summary
There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.
