Salesforce Chapter 2 PDF

Title	Salesforce Chapter 2
Author	Eric Lin
Course	Intro to MIS
Institution	University at Buffalo
Pages	1
File Size	46.8 KB
File Type	PDF
Total Downloads	113
Total Views	156

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Summary

Salesforce Chapter 2...

Description

Salesforce is built upon a Database Data is stored in Objects Handled by Listviews (Queries) And outputs Reports Tables/Objects are the foundation of the entire database Objects Standard Objects: prepackaged objects, contact leads, opportunities and accounts, and many more Custom Objects: We can build whatever we want, to store the data we want. (We will primarily be working with custom objects) Object Manager: used to configure objects Custom Objects - Special Api name always includes “__c” suffix (Broker object uses Broker__c API name - Contains 3 default fields 1) Created by 2) Last modified by 3) Owner Field Data Types to Note Formula: generates calculations Picklist: Dropdown Multipicklist: select multiple dropdown items Lookup Relationship (optional): connect 2 objects and define a common field Master-detail relationships (used 95% of the time): more tightly bound than lookup Field Label: name of the field Unique: Similar to primary key...