If your organization uses Salesforce, you probably know that it’s a powerful piece of software. An effective CRM system can help your sales reps identify, manage, and close more deals more quickly. And Salesforce is capable of transforming every aspect of how your sales team works. But with great power often comes great complexity and a whole lot of new terminology.
For many, a CRM system is like a black box. We know it’s chock full of data that could be useful to us. But, perhaps you feel like you’re neck deep in CRM terminology every time you have a conversation with a coworker.
The goal of this blog post is to introduce you to the Salesforce Standard Object. An out-of-the-box type of record where data is stored. Salesforce standard objects represent the database tables that contain the information of your organization. Access is determined by: the objects that are defined in your organization, user permissions, your organization’s configuration, access settings, your data sharing model, and other factors that are related to the object.
Salesforce comes with a large number of standard objects that are integral to Salesforce, but you can also create custom objects. We’ve compiled a list of the most popular Standard Objects, but a full list can be found here
- Accounts: companies or individuals that are involved in a business relationship. These can be partners, customers or competitors.
- Contacts: individuals within the accounts
- Opportunity: an event or activity for revenue generation
- Case: a problem which a customer may have raised
- Solution: the description of issues and their resolution
- Forecast: the estimated quarterly revenue of the organization
- Document: documents that are stored in folders for use in the organization
- Folders: holds the documents and determines the access to all the documents within it
- Report: it is the analysis of all the data that are stored in custom or standard objects
- Dashboard: graphical data or groups of charts that are generated from the reports
- Activity: it includes calendar events and tasks
- Products: these refers to items that are sold to customers
- Orders: new to the spring ‘14 release, orders are records of products or services purchased by a customer
- Campaign: marketing projects
- Lead: the companies that are interested in your product