Objects, Fields &

Tabs
What is Salesforce?

Salesforce is cloud-based Customer relationship management platform that

helps to sell, service, market, analyse and connect with customers.

Salesforce provides businesses with tools that help them find more prospects,
close more deals, and provide a higher level of service to their customers.

Salesforce services allow businesses to use cloud technology to better connect

with partners, customers, and potential customers.

Using the Salesforce CRM, companies can track customer activity, market to
customers, and many more services.

What is CRM?

CRM Stands for Customer Relationship Management.

CRM is software tool the simply records, customer information, communication
history, purchase history and their preferences.
This consolidated view gives better understanding about a customer journey
throughout the sales cycle.
This helps to build and maintain relationship with the customers and prospects.
What is an Object?
Object is nothing but a database table that stores data in the form of rows and
columns where each column represents a field and each row would represent an
individual record information.
Types of Objects:
There are different types of objects that salesforce supports
1. Standard Objects
2. Custom Objects
3. External Objects
4. Platform Events
5. Big Objects
Standard Objects:
Standard Objects are the objects that are included in the Salesforce platform by
default.
They have predefined standard fields and relationships that support common
business process.
Example: Account, Contact, Lead, Opportunity, Case etc.,
Custom Objects:
Custom objects are the objects that a user create to store information according
to their requirement that is unique to an Org.
Custom Objects extend the salesforce functionality.
External Objects:
External objects are similar to Custom Objects but these are useful to map data
that is stored outside of your Salesforce Organisation.
These objects are suffixed with “ __x”.
Each org can have up to 200 external Objects.
But the count of these objects does not count towards the limit of custom objects
we can have in the org.
Each External object requires an external data source definition for connection
details.
Big Objects:
Big Objects are also similar to Custom objects to store large amounts of customer
data.
This includes data such as web log files, archival data, historical event data.
Once you create big object, it can be correlated with your customer data using
tools such as SOQL or ASYNC SOQL.
In how many ways can a custom object be created in Salesforce?
Custom Objects can be created via
1. User Interface: Set Up >> Object manager >> Create
2. From Spreadsheet (If you prefer not create custom objects and fields
manually, you can use a spreadsheet to add the objects and its fields and
populate all its record data.) In order to perform this, you need to have “API
ENABLED” Permission.
3. With Schema Builder

What happens when you delete a custom object?

When a custom object is deleted, Salesforce doesn’t add it to the Recycle Bin.
Instead, deleted objects appear in the Deleted Objects list for 15 days.
During this time, the object and its data are soft deleted, meaning you can restore
or permanently erase (hard delete) the object and its data.

After 15 days, the object and its data are automatically hard deleted.

When you delete a Custom Object, salesforce:

 1. Removes the object’s custom tab
2. Removes list views, flows on the objects
3. Changes Master-Detail Relationship to Look-Up Relationship if the
deleted object is on the Detail side of a Master-Detail Relationship.
4. Hides Objects records and related records
5. Deactivates validation rules, approval processes on the object.
6. Deactivates the custom formula fields on the object.
7. Hides Custom Object definition and all related definitions
8. Disables Custom report types where the deleted object is the main object

Note:

1. A custom object cannot be deleted if it is on the Master side of Master-

Detail Relationship
2. If it is referenced by Matching rule or Duplicate rule. Or in Apex
3. The Object contains custom fields that are used in a roll-up summary field
on another object

How many custom objects can be created in an org?

It varies based on the edition user purchased.

Moreover, an org cannot contain more than 3000 custom objects regardless of
whether they are created within the org or installed from the AppExchange
packages.

Hard Limit: 3000

• Developer Edition: 300 Custom Objects

• Enterprise Edition: 200 Custom Objects
• Unlimited Edition: 2000 Custom Objects

What is Truncate Custom Object?

Truncate is similar to Mass Delete option available on standard objects. This

feature allows to delete only the object’s records while keeping the object and its
metadata alive in the Org.

Truncating a custom object erase:

 • All records in the custom object’s Recycle Bin
• The custom object’s history
• Related events, tasks, notes, and attachments for each deleted record

What is Field in salesforce?

• Fields are nothing but columns in the database table (Object).
• Fields are like fundamental units of data storage in salesforce.
• Every standard and Custom objects are associated with fields.
• Every field has a data type that defines what kind of information a field
store in it.

What are Field data Types?

Salesforce supports a bunch of data type for fields such as
• Auto-Number
• Number
• Currency
• Checkbox
• Date
• Date/Time
• Time
• Email
• Phone
• Percent
• Picklist
• Multi-Select Picklist
• Text
• Text Area (LONG)
• Text Area (RICH)
• Text (ENCRYPTED)
• Look Up Relationship
• Master-Detail Relationship
• Roll Up Summary
• Formula
• URL
• Geo Location
What is Custom Object Standard fields?
When a custom object is created, by default some fields are assigned to the
custom objects. Those fields are nothing but standard fields for custom objects.
They are:

Field Name Description

CreatedById Id of the user who created the Record
lastModifiedById Id of the user who recently changed
the record values
ownerId Id of the assigned owner of custom
object Record.
Name Identifier for Custom Object Record

Currency Currency of the record if

multicurrency is enabled.

Custom Fields per Object:

Generally, No. of custom fields per object varied based on the edition.

• Hard limit: 900 Custom Fields for the below listed objects
• All other objects have a maximum hard limit of 800 custom fields.

1. Account
2. Asset
3. AccountContactRelation
4. Contact
5. Opportunity
6. OpportunityLineItem
7. Case
8. Lead
9. Campaign
10.Campaign Member
11.Contract
12.Individual
13.Order
 14.orderItems
15.User
16.UserRole
17.Custom Objects

Edition No. Of Custom Fields allowed per

Object
Developer Edition 500
Unlimited and performance Edition 800
Enterprise Edition 500
Professional & Essential Edition 100

What is Picklist Field?

Picklist is one of the field data types in Salesforce.
It allows users to select a value from the set of values defined.

Types of Picklist fields:

• Standard Picklists
• Custom Picklists
• Multi-Select Picklists

Standard Picklist fields:

These field are included in the Salesforce platform by default before any
customization with standard functionality.
Standard Picklist fields are part of standard Objects.
Example: AccountSource, OpportunityStageName, AccountIndustry,
LeadSource

Custom Picklist fields:

Custom Picklists are the fields that users create within the salesforce instance.
Custom Picklists are fully customizable allowing you to define your own set list
of values, set default values, restrict the picklist values and make the picklist
dependent or controlling. Custom picklists offer more flexibility and can be used
on both standard and custom objects.
Multi-Select Picklist fields:

These fields allow users to select more than one value from the list of values
defined in it.
A multi select picklist cannot be a controlling field because salesforce cannot
determine logic the multiple values are selected.

Picklist Field Properties:

1. Restricted Picklists
2. Dependent Picklists

Restricted Picklist Field:

Restricted Picklists keep users from entering new values into it. It helps to
maintain the picklist data clean and consistent.
If you did not restrict the picklist, if any user trying to add data with some typos
then we will get the record values with such typo which affects data quality.
With restricted picklist we can avoid it.

Dependent Picklists:
Dependent Picklist fields filter its values based on the value selected in another
field (Controlling field).
Benefits:
Guide users
Saves UI Space
Improves Data Integrity

Global Picklist Value set:

Global Picklist value set is the pre-defined list of values that can be shared across
multiple object’s picklist fields.
Global picklist value set is always restricted picklist.
Limits:
Global picklist value set can have combined active and inactive values of 1000.
You can have up to 500 global picklist value sets in an Org.
There is no Limit on the number of custom picklists that use this Global picklist
value set.
Points to Remember:
❖ Standard picklist cannot be dependent field but it can be set as a controlling
field.
❖ Multi-Select picklist field cannot be a controlling field because salesforce
cannot determine the logic when multiple values are selected.
❖ When multi-select picklist is converted into a picklist the data will be lost
because salesforce automatically clears all the field values for existing
records.
Indexed Fields:
An indexed field is stored in the database such a way that supports quick retrieval.
The platform maintains indexes on the following fields for most objects.
• RecordTypeId
• Division
• CreatedDate
• Systemmodstamp (LastModifiedDate)
• Name
• Email (for contacts and leads)
• Foreign key relationships (lookups and master-detail)
• The unique Salesforce record ID.

Salesforce also supports custom indexes on custom fields, except for multi-select
picklists, text areas (long), text areas (rich), non-deterministic formula fields, and
encrypted text fields.

External IDs cause an index to be created on that field.

You can create External IDs only on the following fields.
• Auto Number
• Email
• Number
• Text

Tabs:
A Tab is a feature in salesforce that displays object’s data that is embedded in the
application.
Different types of tabs:
 1. Custom Object Tabs: These tabs display the custom object data. They
just look and function like standard tabs
2. Web tabs: Custom web tabs show any external web-based application or
web page. You can design web tabs to include the sidebar or span the page
without the sidebar. Build web tabs so that your users can use your web
applications or other websites from within the application
3. VisualForce tabs: These tabs display data from VisualForce pages. their
function is also similar to standard tabs.
4. Lightning Page tabs: Lightning page tabs let you add Lightning app pages
to the Salesforce mobile app and Lightning Experience navigation bars.

Tab Visibility:

Tab visibility is controlled by the profile and permission sets.

Tab Settings specify whether a tab is visible in its associated app.
Default on:
The tab appears in an app’s navigation bar. The tab is also available in the App
Launcher in Lightning Experience and on the All Tabs page in Salesforce Classic.
Default off:
The tab doesn’t appear in an app’s navigation bar, but it’s available in the App
Launcher in Lightning Experience and on the All-Tabs page in Salesforce
Classic.
Individual users can customize their display to make the tab visible in any app.
Tab Hidden:
The tab is not accessible through any entry point. The tab isn’t available in the
App Launcher or the All-Tabs page, isn’t visible in any app navigation, and is
excluded from API responses.

…Happy Learning…