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We will look at the mechanisms for storing data in Salesforce and at the concepts of objects and fields. The features that allow these data to be grouped and arranged within the application are then considered by looking at Apps, Tabs, Page Layouts, and Record Types. Finally, we take a look at some of the features that allow views of data to be presented and customized by looking in detail at related lists and list views.

Relationship between profile and the features that it controls

The following diagram describes the relationship that exists between the profile and the features that it controls:

The profile is used to:

  • Control access to the type of license specified for the user and any login hours or IP address restrictions that are set.
  • Control access to objects and records using the role and sharing model. If the appropriate object-level permission is not set on the user’s profile, then the user will be unable to gain access to the records of that object type in the application.

In this article, we will look at the configurable elements that are set in conjunction with the profile. These are used to control the structure and the user interface for the Salesforce CRM application.

Standard objects

Salesforce provides standard objects in the application when you sign up and these include Account, Contact, Opportunity, and so on. These are the tables that contain the data records in any standard tab such as Accounts, Contacts, or Opportunities.

In addition to the standard objects, you can create custom objects and custom tabs.

Custom objects

Custom objects are the tables you create to store your data. You can create a custom object to store data specific to your organization. Once you have the custom objects and have created records for these objects, you can also create reports and dashboards based on the record data in your custom object.

 

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