Salesforce Standard Objects

Objects:

objects are Data base Tables That Allow us to Store Data Specific to Organization in Salesforce.

There are two types of objects on Salesforce

              1. Standard objects: Standard objects are created by the Salesforce to meet the                   Global CRM requirements.A record is analogous to a row in a database                         table. Objects already created for you by Salesforce are called standard                         objects

              2. Custom Objects: Custom objects are created by the user to meet the                               organizational business requirements.

Standard Objects:

·       HOME

·       CHATTER

·       CAMPAIGN

·       SALES TEAM

·       CASE

·       SOLUTION

·       LEAD

·       ACCOUNT

·       CONTACT

·       OPPORTUNITY

·       REPORT

·       DASHBOARDS

·       CONTRACT

·       PRICE BOOK

·       QUOTE

·       USER

·       FORECAST

·       CONTENT

·       KNOWLEDGE

·       ACTIVE

·       TASK

·       DOCUMENTS

·       ORDER

·       QUICK BOOK

·       PRODUCT

Chatter:

Chatter is a Salesforce collaboration application that helps you connect with people and share business information securely and in real time.

Use Chatter features like feeds, profiles, groups, and more to share information, collaborate, and keep up with the latest updates in your company.

Chatter works in accordance with all of the security and permission settings in your Salesforce organization. Chatter is enabled by default for organizations created after June 22, 2010. For existing organizations, your administrator must enable Chatter. You can access the Chatter app in the app menu in the top right corner of any page. If your administrator added Chatter tabs to other apps and you previously customized your display, you need to add the tabs manually.

Some third-party Web browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the Web browser's plug-ins and extensions and try again.

Posts and comments that users make in Chatter are retained during the entire time that a customer's applicable organization remains provisioned. We reserve the right to enforce limits on:

§  The number of system-generated tracked feed updates. Currently tracked feed updates that are older than 45 days and have no likes or comments are deleted automatically. The tracked feed updates no longer appear in the feed. However, if auditing is enabled for a tracked field, the audit history for that field is still available.

§  The number of email notifications that can be sent per organization per hour.

Home:

            Home is A one of standard object in Salesforce By using the home we can view the feeds of the chatter  groups and we  can know  our daily tasks and if you want to comment something or upload any file this home object can allows. and we can view our daily tasks by using home object

Campaign:

 A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.

The Campaigns tab displays a home page that lets you quickly locate and report on campaigns. You can also sort and filter campaigns using standard and custom list views. In addition, this tab lets you view and edit detailed information on campaigns.

Sales team:

Avoid duplicate opportunity records created by each member of a sales team. Instead, create an Opportunity Team so that all the members of a team can access the same record. Enabling Opportunity Splits also lets you use opportunity splitting to share credit among team members.

An Opportunity Team is a set of Salesforce users who work together on sales opportunities. A typical opportunity team might include an account manager, a sales representative, and a pre-sales consultant.

Set up an Opportunity Team for any opportunity owned by you or a team member below you in the role hierarchy. Add team members and select each person’s role on the opportunity (for example, “Executive Sponsor”). Most important, specify each team member’s level of access to the opportunity: read/write access or read-only access. Adding, editing, or deleting Opportunity Team members requires read/write access on the associated opportunity. You can’t use Opportunity Teams for private opportunities, and you can’t add high-volume portal users to teams.

You can set up a default Opportunity Team. Include the users you normally work with on your opportunities. You have the option to add your default Opportunity Team to all of your opportunities automatically.

Changes made to the Opportunity Team for an individual opportunity don’t affect your default Opportunity Team or the Opportunity Teams on your other opportunities.

In a custom list view, you can filter opportunity lists by the Opportunity Teams to which you belong. When creating or editing a custom list view for opportunities, select the My Opportunity Teams filter. In opportunity reports, you can filter opportunities by the opportunity teams in which you are a member.

Case:

     A case is a customer’s question or feedback. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.

Your administrator can set up communication channels to gather cases from customers’ preferred forms of contact. Channels include Communities for online forums, Email-to-Case for emails, Web-to-Case for websites, Salesforce Call Center for phone calls, and more. Some channels aren’t available for Lightning Experience.

From the Cases home page, you can create, locate, and edit cases and also sort and filter cases and queues using standard and custom list views.

Solutions:

A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions. They can also publish solutions to the Self-Service portal and make solutions public.

The Solutions tab displays a home page that lets you quickly locate and manage solutions. If your organization uses solution categories, you can browse for and find solutions by category. You can also sort and filter solutions using standard and custom list views.

Administrators, and users with the “Import Solutions” permission, can import solutions

Leads:

    Track prospects apart from your contacts and opportunities with Salesforce lead records. After you’ve qualified your lead records, convert them to contacts and create accounts for them (if you don’t already have the accounts in Salesforce). And hopefully, create opportunities to bolster your pipeline.

Regardless of whether you’re working in Lightning Experience or Salesforce Classic, you work with a list of leads. From the list, you quickly create, locate, and work with the leads you’re focusing on at the moment.

Associate relevant events and tasks with those leads. And convert your qualified leads to contacts that have opportunities associated to them. For any lead records that you mark Unqualified, plan to revisit them later to see whether those prospects’ needs for your products and services changed.

Account:

   An individual account, which is an organization involved with your business (such as customers, competitors, and partners).

Contact:

   A contact role defines the part that a contact or person account plays in a specific account, case, contract, or opportunity.

For example, Tom Jones might be the Decision Maker for the opportunity, and Mary Smith might be the Evaluator. You can assign a contact role to any contact or person account that affects your account, case, contract, or opportunity. Contacts and person account scan have different contact roles on various accounts, cases, contracts, or opportunities.

The Contact Roles related list of an account, case, contract, or opportunity displays the roles that each contact or person account plays in that record. On person account detail pages, the Opportunity Contact Roles related list displays the opportunities on which the person account is listed in the Account Name field of the opportunities

Opportunities:

Opportunities are the sales and pending deals that you want to track. By adding opportunities, you’re building your “pipeline,” which contributes to your sales forecast.

Reports:

Salesforce provides powerful reporting and generation tools on the data stored in the objects.

·        In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects. Reports are stored in folders. Users with access to these folders can run the reports

·        Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored - but the generated data is not stored

   There are three type of reports

A.     Tabular report. This is the most basic report. It displays just the row of records in a table like format with grand total. Tabular reports cannot be used for generating dashboards.

B.     Summary report. This is the most commonly type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. For example in a recruiting app, a summary report could be used to display open positions classified by department name.

C.     Matrix report. This is the most complex report format. Matrix report summarize information in a grid format. Matrix reports allows records to be grouped by both columns and rows.

Summary and Matrix reports can be used to generate dashboards.

·        Reports provide two options of exporting data into Excel.

A.     Printable View - Export report with formatting into Excel

B.     Export Details - Export raw

·        Reports present in public folders can be emailed to SalesForce users

·        Report display upto 2000 rows of data. Larger reports can be emailed to Excel.

·        Generation of reports requires following steps.

A.     Selection of object

B.     Selection of report type

C.     Select type of information to be displayed (example count, average)

D.    For summary and matrix reports, specify how fields should be grouped

E.     Select columns on the report

F.      Select column order on the report

G.    Specify filtering criteria which should be used to select records

·        Custom reports let the developers define which all fields should be available in a report. Custom report allows user to change field names. Custom reports allow developers to select related fields (upto four levels). The custom reports also allow developers to add sections to group fields. Once a custom report is created it is available in reports tab and user may create reports from it.

·        Object relationships that are supported by Custom Report Types are -

A.     Include all records that have children

B.     Include all records that may or may not have children

As an example consider a recruiting application with two custom objects Position and Interview Feedback. Also assume that Interview Feedback is the child of Position object. The first option above will display only those Position objects that have at least one Interview Feedback as their child. The second option will display all Positions. It is not possible to display Positions that do not have any Interview Feedback using Salesforce's reporting mechanism.

·        There are three steps in creating custom reports -

A.     Select an object, folder and report label.

B.     Select related objects that need to be included.

C.     Select fields available for report using a drag-and-drop layout editor.

·        Custom report types are available via the menu option Create-->Report Types

·        Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.

·        Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.

·        Setup Analytical reports require a four step process

1.     Select source report

2.     Select custom object

3.     Map source report fields to custom object fields

4.     Schedule the frequency for taking the snapshots

                        There are two type of Reports

0.     Standard Report type

§  Created when a object is created

§  created when relationships between objects are created

§  Always inner joins

§  Cannot be modified.

1.     Custom Report type

§  Created by Admin or users with “Manager Custom Report types”.

§  Used to streamline the reporting process

                        Key concepts on Custom Report Type

0.     Saving a custom report only saves the parameters of the report. The data is always real time.

1.     CRTs are reporting templates that admin or users create to streamline the reporting process.

Dashboard:

                        Dashboards are graphical representation of reports. Dashboards can be generated               for summary or matrix reports (and not for tabular reports). Dashboards display data           as per last time report was run.

                        A dashboard can have upto 20 components

                        There are five type of dashboards

Chart	Used for comparisons
Table	Good for showing top five, bottom five lists.
Gauge	Used to show progress towards a goal
Metric	Shows a single number
VisualForce page	used to pull data from other sources

                        Further there are six type of charts

A.     Horizontal bar

B.     Line

C.     Donut

D.    Funnel

E.     Pie

F .  Vertical column

Funnel is used to show proportion of values against each other. Pie is used to demonstrate proportion of single value against total. Donut is used to demonstrate proportion of single value against total and also show the total value.

                        The folder in which dashboards are stored determines which user has access to                    running the dashboard. The dashboard data is based upon the reports data. When a             user views the drill-down report for a dashboard component. running user's access             permissions determine what data is displayed on the drilldown report. Hence it is               possible that the data in the drill down report does not match the cumulative                      dashboard data.

                        Dashboard also support automatic refresh and email. The refresh and email can also           be scheduled at intervals - daily, weekly, monthly.

                        Two things that determine access to dashboards:

o    Dashboard Folder

o    Running Use

Contract: 

A contract is a written agreement between two or more parties. Many companies use contracts to define the terms for doing business with other companies.

Use Salesforce to establish and document the contracts you have with your accounts. Then, track the contract through your organization’s approval process and use workflow alerts to notify yourself when to initiate contract renewals.

Pricebook:

     A price book is a list of products and their prices. Each product can exist in multiple price books with different prices. Each product and its price is called a price book entry. Use price books to track different prices for different groups of customers.

There are two types of price books—the standard pricebook and custom price books.

§  The standard price book is the master list of all your products and their default, or standard prices. Salesforce creates the standard price book as soon as you or your adminstrator start creating product records. It automatically includes all of your products and their standard prices regardless of any custom price books that may also include those products.

§  A custom price book is a separate list of products with custom prices, called list prices. Custom price books are ideal for offering products at different prices to different market segments, regions, or other subsets of your customers. Create a separate price book for each set of customers you want to address. Custom price books can contain list prices that are higher or lower than the standard price defined in the standard price book.

Quotes:

                A quote is a record showing proposed prices for products and services. You create a quote from an opportunity and its products.

Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote will sync with products on the opportunity, and vice versa.

When your quote is complete, you can generate a PDF and email it to your customer. Quote PDFs are based on templates. We offer a standard template, and you can also create your own.

Forecasting:

Predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout the organization withCollaborative Forecasts. A forecast is an expression of expected sales revenue based on the gross rollup of a set of opportunities. The forecast amounts shown on the Forecasts tab are totals and subtotals of the opportunities in the four forecast categories—Pipeline, Best Case, Commit, and Closed. Depending on how an adminstrator sets up your organization, those amounts may reflect opportunities from either one or multiple forecast categories. On the Forecasts tab, users can roll over the  next to the column names to see which forecast categories roll up to the totals in each column. In the rollup table on the forecasts page, forecast amounts are organized by forecast rollup, time period, and optionally by product family. Forecasts can include adjustments made by forecast managers to their immediate subordinates' forecasts as well as adjustments made by forecast users to their own forecast amounts.

Your administrator can enable up to 4 different types of forecasts for your organization simultaneously. For example, you might want to forecast on revenue from opportunities as well as quantities by product family. You can switch between forecast types by clicking the forecast name and choosing another forecast from the pop-up menu. Each type of forecast stores its own separate quota and adjustment data.

Users can view forecast amounts and their related opportunities by forecast rollup for an individual or for everyone below them in the forecast hierarchy. For example, they can see the July Best Case forecast for all the sales managers who report to them, all the sales reps who report to any one of their managers, or just one individual. Users can also adjust their own forecasts and the forecasts of subordinates one level beneath them. The user interface makes it simple to conduct status calls with an opportunity team because users can move around it with ease.

Content:

    Organize, share, search, and manage all types of files within your organization and throughout the Salesforce application.

With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® doc

Knowledge:

         Salesforce Knowledge is a knowledge base where users can easily create and manage content, known as articles, and quickly find and view the articles they need. users can write, edit, publish, and archive articles using the Articles Management tab or find and view published articles using the Articles tab. Customers and partners can access articles if Salesforce Knowledge is enabled in the Customer Portal or partner portal. You can also create a public knowledge base so website visitors can view articles.

Salesforce Knowledge provides the following features and tasks to help you efficiently manage your knowledge base and its users

Task:

Represents a business activity such as making a phone call or other to-do items. In the user interface, Task and Event records are collectively referred to as activities.

Document:

Salesforce documents are contain the data on it.

Under Find a Document, enter keywords to search for a document.

§  In the Document Folders section, select a folder to view all the documents contained in that folder.

§  The Recent Documents section displays the last ten or twenty-five documents you viewed, with the most recently-viewed document listed first. This list is derived from your recent items and includes records owned by you and other users. Toggle theShow 25 items and Show 10 items links to change the number of items that display.

§  In the Recent Documents section, click New to upload a new document

Order:

 An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Depending on your company’s needs, your administrator might require orders to be added to a contract or allow them to be added directly to an account

For example, an Internet service provider may require customers to commit to a year of service. That company would require contracts as a reference for every order. On the other hand, a company that sells clothing might sell products in a single transaction. That company would associate each order directly with an account

Product:

    When your business is ready to sell a new product or service, create a product in Salesforce so your sales reps can add it to their quotes, opportunities and orders.