Salesforce Objects
In Salesforce, data is organized by object area. If we think of Salesforce as a giant Excel spreadsheet, an object is a tab on a spreadsheet - it houses data that is related to but distinct from other tabs within the spreadsheet. Salesforce stands out in its ability to synthesize information across object areas. Almost every object has three areas: a large center-left pane that contains two tabs, and a right vertical pane. The first tab in the central area, Details, contains the record data housed in that object. The second tab, Related, brings in data from other object areas that is related to the record data of the object you're viewing. The right vertical pane contains correspondence and may include some related content.
Object | Examples of Object Information in Details Area | Examples of Information in Related Areas |
---|---|---|
Contacts | Name, contact information, primary affiliation, correspondence | Opportunities, marketing campaigns, cases associated with the contact |
Opportunities | Application term, stage, interest/application information | Recruitment categories, stage and SIS code history |
Accounts | Account type, location information | Campaigns, contacts, opportunities associated with the account |
Campaigns | Owner, event information, event contact | Contacts associated with the campaign, files relevant to the campaign |
Follow the hyperlinks above to learn more about each object.