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Assessment 2

This document provides an overview of creating custom objects in Salesforce, explaining the differences between standard and custom objects, and their respective features. It covers key concepts such as object relationships, including lookup and master-detail relationships, as well as the use of Schema Builder for visualizing and editing data models. The document emphasizes the importance of custom objects for specific business needs and the structure of data within Salesforce.

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Mohammad Amaan24
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3 views3 pages

Assessment 2

This document provides an overview of creating custom objects in Salesforce, explaining the differences between standard and custom objects, and their respective features. It covers key concepts such as object relationships, including lookup and master-detail relationships, as well as the use of Schema Builder for visualizing and editing data models. The document emphasizes the importance of custom objects for specific business needs and the structure of data within Salesforce.

Uploaded by

Mohammad Amaan24
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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CREATING CUSTOM OBJECT

Create a custom object: This module introduces the fundamentals of Objects in Salesforce.

Key Concepts:
• Object: An object is like a table in a database. It stores data in rows and
columns.
o Standard Objects: Provided by Salesforce (e.g., Account, Contact,
Opportunity).
o Custom Objects: Created by users for specific business needs (e.g.,
Invoice__c, Project__c).
Example: A "Student" object might store data about each student.

Feature Standard Object Custom Object

You or other developers


Created by Salesforce (built-in) (user-defined)

Examples Account, Contact, Invoice__c, Student__c,


Opportunity Project__c

Availability Available in all Salesforce Only available in the org


orgs where they are created
DATA MODELING
Optimize Customer Data with Standard and Custom Object: This module introduces
perks of using custom objects, difference between custom and standard object and types of
custom fields an object can have.

Key Concepts:

• Salesforce supports several different types of objects. There are standard


objects, custom objects, external objects, platform events, and BigObjects. The
two most common types of objects: standard and custom.
o Standard objects are objects that are included with Salesforce.
Common business objects like Account, Contact, Lead, and
Opportunity are all standard objects.
o Custom objects are objects that you create to store information that’s
specific to your company or industry.
• Creating a custom object.
• In Salesforce CRM, we think about database tables as objects, we think about
columns as fields, and rows as records. So instead of an account spreadsheet
or table, we have an Account object with fields and a bunch of identically
structured records
• Fields are the columns that present in table(objects). Every field has a data
type. A data type indicates what kind of information the field stores.
• Creating a field and records.

Create Object Relationships: This module introduces different types of object relationship
and their typical use cases and creating or modifying lookup/master-detail relationship.

Key Concepts:
• Object relationships are a special field type that connects two objects together.
o Lookup Relationship links two objects together so that one can “look
up” one object from the related items on the other field. Can be 1 to
Many or Many to Many.
o Master-details Relationship are a bit tighter, one object is the master
and another is the detail. The master contains the certain behaviour of
the detail object
• Creating relationships of both types lookup & master-details between objects.
Work with Schema Builder: This module introduces advantages of using schema for data
modelling. Creating and adding custom objects/fields to a schema.

Key Concepts:
• Schema Builder is a tool that lets you visualize and edit your data model. It’s
useful for designing and understanding complex data models
• Schema Builder gives a visual representation of objects, fields and their
relationships.

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