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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Salesforce data modeling

A data model is a structured way of storing data in an application. The Salesforce platform provides a standard model as well as the tools to customize data models for custom functionality. There are three concepts that relate to these models, standard objects, custom objects, and relationships:

  • Standard objects include the objects we covered in part one of this book such as Accounts, Contacts, Cases, Opportunities, and Campaigns, along with many other ancillary standard objects.
  • Custom objects can be used to store information specific to a company’s use cases.
  • Relationships are used to connect objects (both standard and custom) to each other. There are two types of relationships, master-detail and lookup relationships. In this chapter, we will cover creating custom objects and the relationships used to connect these objects in further detail.

Now that we understand the concept of data modeling, let’s see how this...

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