Standard business objects are objects that are included with Salesforce out of the box. They are designed to meet the needs of a variety of businesses, and they can be used to store a wide range of data.
The most common standard business objects in Salesforce are:
Accounts: Accounts represent your customers or potential customers. They typically include information such as the account name, address, contact information, and industry.
Accounts are the foundation of Salesforce. They are used to track your customers and potential customers, and they can be used to manage your sales and marketing activities.
Contacts: Contacts represent the people who work at your customers or potential customers. They typically include information such as the contact name, title, email address, and phone number.
Contacts are used to track the people who are involved with your accounts. They can be used to stay in touch with your customers, and they can be used to manage your customer support activities.
Leads: Leads represent people who have expressed an interest in your products or services. They typically include information such as the lead name, contact information, and the source of the lead.
Leads are used to track people who are not yet customers, but who may become customers in the future. They can be used to qualify leads and to move them through your sales funnel.
Opportunities: Opportunities represent sales opportunities. They typically include information such as the opportunity name, value, and close date.
Opportunities are used to track your sales opportunities. They can be used to manage your sales pipeline and to forecast your sales revenue.
Tasks: Tasks represent activities that need to be completed. They typically include information such as the task name, due date, and assigned user.
Tasks are used to track the activities that need to be taken to complete a sale or to provide customer support. They can be used to ensure that your activities are on track and that your customers are being taken care of.
Cases: Cases represent customer support issues. They typically include information such as the case number, description, and customer contact information.
Cases are used to track customer support issues. They can be used to manage your customer support tickets and to resolve customer issues quickly and efficiently.
These are just a few of the most common standard business objects in Salesforce. There are many other standard business objects available, and you can also create custom objects to meet the specific needs of your business.
In addition to these common objects, Salesforce also includes a number of other standard business objects, such as:
Campaigns: Campaigns are used to track marketing activities and measure their effectiveness. They can be used to track the results of your marketing campaigns, such as the number of leads generated or the number of sales closed.
Products: Products are used to track inventory and pricing information. They can be used to manage your product catalog, track your inventory levels, and set your product prices.
Quotes: Quotes are used to generate estimates for customers. They can be used to track the pricing and availability of your products or services, and they can be used to get customer feedback before you finalize a sale.
Orders: Orders are used to track sales transactions. They can be used to track the status of your orders, manage your billing, and track your customer payments.
Invoices: Invoices are used to track billing transactions. They can be used to track the amount due from your customers, and they can be used to generate reports on your sales revenue.
The standard business objects in Salesforce are a powerful tool that can be used to manage your data and to automate your business processes. By understanding the standard business objects and how they work, you can get the most out of Salesforce.
Here are some of the benefits of using standard business objects in Salesforce:
Ease of use: The standard business objects are designed to be easy to use, even for users with no prior Salesforce experience. They are well-documented and have a user-friendly interface. This makes it easy for users to get started with Salesforce and to start using the standard business objects to manage their data.
Flexibility: The standard business objects can be customized to meet the specific needs of your business. You can add or remove fields, change the field names, and even create new relationships between objects. This makes it possible to tailor the standard business objects to your specific business processes and data requirements.
Integration: The standard business objects are integrated with other Salesforce features, such as reports and dashboards. This makes it easy to get the insights you need to make informed decisions. For example, you can create reports that show you the number of leads generated from each marketing campaign or the average sales cycle for each product.
Scalability: The standard business objects can be scaled to meet the needs of your growing business. As your business grows, you can add more records to the standard business objects without affecting their performance. You can also create new instances of the standard business objects to track data for different divisions or departments of your business.
Overall, the standard business objects in Salesforce offer a number of benefits that make them a valuable tool for businesses of all sizes. They are easy to use, flexible, integrated with other Salesforce features, and scalable. If you are new to Salesforce, I recommend that you start by using the standard business objects. They are a great way to learn the basics of Salesforce and to get started with managing your data.
Here are some additional tips for using standard business objects in Salesforce:
Plan carefully: Before you start using the standard business objects, it is important to plan carefully. What data do you need to store? How will you use the data?
Use the right object for the job: Not all of the standard business objects are created equal. Make sure to use the right object for the type of data you are storing.
Keep your data up-to-date: It is important to keep your data in the standard business objects up-to-date. This will help you to get the most out of Salesforce.
Use the standard business objects with other Salesforce features: The standard business objects are integrated with other Salesforce features, such as reports and dashboards. Make sure to use these features to get the insights you need to make informed decisions.
留言