With how vast the CRM market is at the moment, you will not find many companies doing as great as Salesforce. The company has more than 150,000 long-term customers, making it possible for them to command over twenty (20) percent of the CRM market and make around 21.25 billion U.S. dollars according to Statista.
Salesforce makes use of Oracle to power its Databases. This tactic seems far-fetched, considering these 2 are competitors in the CRM market. However, this business preposition between the 2 companies creates a semi-symbiotic relationship like Apple and Samsung. The only difference between Salesforce and Oracle CX is the Database properties of Oracle that Salesforce uses. These are the self-securing and repairing features as a means to improve its end product. Besides, Salesforce adds PostgreSQL to their system as well as other programming languages. Salesforce uses Objects (also known as Tables) in SQL. There are Fields (also known as columns in a Database. There are also Records (known as rows) in the Database.
This blog will introduce you to Data Table Salesforce and explain the various types of Tables available and the steps required to create them. Also, the blog will discuss the use of Fields and Records in Salesforce. Furthermore, it will provide the steps using which you can create Fields and Records on your own. Read along to learn more about these aspects of Data Table Salesforce!
Table of Contents
- Introduction to Data Table Salesforce
- Special Fields in Data Table Salesforce
- Types of Data Table Salesforce
- Understanding Fields in Data Table Salesforce
- Understanding Records in Data Table Salesforce
Introduction to Data Table Salesforce
Salesforce is one of the most used Cloud-based Customer Relationship Management (CRM) software. It is designed to help organizations manage their Sales and Customer data. In addition, it has tools to adapt built-in functions such as User Interfaces and Data Structures according to the business needs. Since it is Cloud-based, it provides users with tremendous flexibility and scalability. In addition, Salesforce also serves as an important data source for Analytical Tools or Data Warehouses.
Now, Data Table Salesforce is a collection of Data Points structured by rows and columns. The table contains position details of every item in the Database by holding the Data Points corresponding to these items. A Data Table Salesforce, better known as the Object, has certain rows and columns whereby each row is recognized as the Record. Each Record on the Object contains distinctive Data Points that sum up the Record. On the other hand, it is the column that contains distinctive data, explicit to the column name.
Columns are known as Fields in Data Table Salesforce. Fields may have different data types, yet each one of them contains a specific, limited data set. You will see a connection in the data as you read it in every column and then link it to the Field name. Be that as it may, it is important to note that Salesforce is different from a standard Database. What makes it different from the norm is that one Data Table Salesforce has individual connections with other Tables. So, in a way, Salesforce is a Relational Database that ensures that the Objects stay connected.
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Special Fields in Data Table Salesforce
Salesforce allows the usage of specific types of Fields (columns) to relate data together. These Fields enable connecting 2 Database Tables to collect information on both Tables using a simple query. It likewise makes it easier to navigate the data. The 2 major special Fields in Data Table Salesforce are:
- Master-Detail Relationship Field: The Master-Detail Relationship Field ought to be used when there is always a relationship between the Objects. This Field involves a dependant relationship between Objects. This means that one of the objects becomes the Master Object while the other becomes the Detail Object and the Master controls the information stored in the Detail Object.
- Lookup Relationship Field: The Lookup Relationship Fields permit you to search related Objects within an Object. It’s the simplest of the 2 Relationship Fields available in Data Table Salesforce. The Lookup Relationship Field ought to be used when Objects are only occasionally related.
Following are a few other Relationship types that fall under the umbrella of these 2 Relationships.
- External Lookup Relationships
- Hierarchical Relationships
- Indirect Lookup Relationships
- Many-to-Many Relationships
Types of Data Table Salesforce
Salesforce supports several Objects(Tables) out of which the following 3 are the most important:
- Custom Objects: Custom Objects are created by Database Administrators based on their precise needs. So assuming you run an event planning business, you may need to create an Event Object. If you run a school, you may need to create an Educational Object. Similarly, imagine you run a rental service, then you will build a Property Object that stores data about the houses a business is selling.
- Standard Object: Standard Objects are established within Salesforce immediately after you boot it up. It comes with everyday business Objects like the Lead Object, Account Object, Contact Object, etc.
- External Objects: External Objects are Custom Objects that are used to map external data to a Data Table Salesforce.
The Object’s data containers can be structured into Records and Fields. To elaborate, with Custom Objects in Salesforce, you get more functionalities than using a simple Excel Spreadsheet.
Aside from the fact that Custom objects are relational, these Objects also generate Custom Layouts while helping you quickly set up analytics and reporting functionalities in every Custom Object. Furthermore, Custom Objects have the following properties;
- Custom User Interface Tab
- Custom fields
- Page Layouts
- Connection to other Objects
Steps to Create a Custom Data Table Salesforce
Creating a Custom Data Table Salesforce is pretty straightforward and can be easily completed by using the following steps:
- Step 1: First you have to go to Setup in Salesforce and select Build. Then go to Create and in that you will see an option named Objects as shown in the below image.
- Step 2: When you click Objects, a new page will open. On that page click on New Custom Objects as shown in the below image.
- Step 3: The next step is to enter a Label Name, Object Name, and Plural Label that you wish to give your Custom Object. Also, describe each component that you create in the Salesforce. Then click on the Save button as shown in the below image.
Allow Reports, Allow Activities, and Track Field History is the optional features you will find while creating an Object in the Data Table Salesforce. For starters, the Allow Report only appears when you check its checkbox while creating the Object. It will enable you to create reports on the Object you just created. The Allow Activities likewise appear when you check its checkbox while creating the Object. It helps you to develop activities in the Object. On the other hand, the Track Field History allows you to create tracks when their checkbox is checked. This feature allows you to make up to 20 Fields on a track for a single Object.
There are other options too to be checked while creating your Object like:
- Deployed: It makes the Object available for deployment.
- In Development: This shows that the Object is very much in development and not yet available for deployments.
- Add Notes and Attachment-related List: Only available when creating a Custom Object for the first time.
Understanding Fields in Data Table Salesforce
As mentioned earlier, Fields represent columns in Data Table Salesforce. The Standard Objects in Salesforce come with a pre-installed standard Field. However, Custom objects have the following 3 standard Fields pre-installed:
- Identity: This Field contains 15 characters exclusive data identifiers for every Record. The Identity Field represents the key Field in Salesforce. Each dataset has its unique data, which makes it an essential component of the relational structure.
- Name: This Field represents the name of the Record. Depending on what you want, it could be a name or a number.
- System: This Field tells you the last time the Record was touched.
More so, every Field has a unique Data Type. The Data Type specifies the type of data that the Field can store. While using Salesforce, you will see several Data Types, but here are some popular ones:
- Checkbox: For Fields that are a basic yes or no, a Checkbox Field is the thing that you need.
- Date or DateTime: This Data Type addresses dates or date/time links, such as Birthdays, Anniversaries, or Sales Achievements.
- Formula: This particular Data Type holds a value that is consequently determined by the formula you write. For instance, you can write a formula that naturally computes a realtor’s commission on a home deal.
Once more, there are many Field Data Types, however, most of them are genuinely clear as crystal. The significant takeaway here is that you need to ponder what sort of information you’re attempting to store when you make a Custom Field. Regardless of the Data Type, these Fields appear in every Custom Object in Salesforce.
Steps to Create Custom Fields in Data Table Salesforce
Following are the steps to create Custom Fields in Data Table Salesforce:
- Step 1: Open Setup in Salesforce, navigate to Object Manager, and select Property.
- Step 2: In the sidebar that now opens, click Fields & Relationships.
- Step 3: Click New in the top right corner.
- Step 4: For Data Type, select any data type you want to use.
- Step 5: Click Next.
- Step 6: Fill out the following:
- Field Label: You can label it anything you want.
- Description: It can be anything, for example, a listed sale price of the home.
- Step 7: Check the Required box.
- Step 8: Click Next and then Save.
That’s it, your Custom Field is ready!
Understanding Records in Data Table Salesforce
Whenever your Object has been defined with its Fields, you can create Records on the said Object. Thus, assuming you need to add another account to the Leads Object, you would make another Record in the Data Table Salesforce, round out the predefined Fields, and have your Record afterward.
Such as rows in Databases, Records characterize data to a unique Identifier (the Identifier Field). Suppose that you have a client whom your Sales Team decides is a Lead. They can make another Record in Salesforce under the Leads Object. The said Record is defined with a specific ID that relates all data that the Sales Team uploads to the Record with that specific account.
Steps to Create Records in Data Table Salesforce
The following steps can be used to create a Record in Data Table Salesforce:
- Step 1: Open the Salesforce application and select Sales.
- Step 2: In the navigation bar find the Properties tab. If it is not there, search under the More dropdown option.
- Step 3: Now, go to the top corner and click on New.
- Step 4: Finally input a name and price for the Record and then click Save.
It’s as simple as that!
While adding and customizing an Object may seem easy, you need to understand that technical complication happens in the background. It would be best if you keep the following in mind while customizing your gig on Salesforce:
- Avoid Random Names: We know how lazy it can be to come with names for your Objects because you have a lot to do. Instead of giving your Fields and Objects random names, take your time and give them unique, descriptive names to improve clarity. The problem with random names is that it confuses you in the long run, so you start wondering about the names of the Objects.
- Use Simple Names: Even while you carefully named your Object, your users might be finding it hard to understand your Object or Field purpose. Hence, it is advisable to add descriptions to your Custom Fields and Objects. You may also use help text to explain specialized and complicated customizations.
- Use Required Fields: Like filling every form, you may need your users to fill some compulsory Fields while creating a Record on some Objects. Hence, ensure these essential Fields are marked as Required to avoid receiving incomplete data which you cannot analyze.
This blog introduced you to Data Table Salesforce and explained the various aspects related to it. Furthermore, it discussed the types of Tables, Fields, and Records that you can use while working on Data Table Salesforce. The blog also explained the various steps required to set up these functionalities.
There is a reason Salesforce is a force to reckon with in the CRM market, and this blog has given you a glimpse of it. With its gathering of intricate layers, each Data Point can relate to other DataPoints allowing you to create insane Data Models that are proven to drive your business forward. Please note that the more relationships you build, the more complex your Data Model becomes. So, always try to create more connections. Also, Adding records, deleting, and modifying records can impact your Data model and pool positively.Visit our Website to Explore Hevo
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