Salesforce CRM comes with several native suits like leads, accounts and opportunities among many others. However, there are some records are not accommodated in the native objects and extensions. While you can opt to cram this information across different records in the native suite, it may lead to various problems besides having poorly organized records. This is where custom objects come in handy. Creating custom objects in Salesforce is not an overwhelming task and can be quickly achieved without much technical knowledge. However, you first need to understand the distinctions between native objects and custom objects.
What is a Custom Object in Salesforce?
As abovementioned, salesforce has native objects within the provided suite. These objects are simply tables and records where different client details are stored. Custom objects are simply tables created to hold records that categorically do not belong among the existing objects. For instance, human resource department records such as hire’s application, 401K details, accrued vacations,reviews and payroll data would naturally not fit in any of the native objects. You can only include details of accounts and contacts. In such cases, creating custom objects in Salesforce to contain the record will offer much convenience and organization.
Some experts will find ways to incorporate these details into existing objects and still achieve efficiency. However, it may present various milestones along the way especially when generating reports. Before going custom, consider what can be done to avoid it.
What are the advantages of creating custom objects in Salesforce?
When dealing with objects, one of the major questions is how to create a custom object in Salesforce. There are many Salesforce tutorials online that help with this matter and you can also find the best Salesforce training to learn more. In order to create functional custom objects, you need an understanding of how the data relationships to other standard and custom objects. Some fields will have one applications (one-to-one relationships) while others will have more applications (one-to-many relationship). Once you understand their relationships, you can then create custom objects connected to standard objects and other custom objects in the suite. The benefits of creating custom objects in Salesforce are quite obvious and straightforward. To clearly demonstrate this, it is important to compare native and custom objects and determine what you can only achieve.
It is generally advisable to go for native objects provided by salesforce whenever possible. Nonetheless, some cases may require custom objects which present the opportunity to include records that would otherwise cram your native objects with information irrelevant to the object. Additionally custom objects provide the same (and even more) of what in-build features already offer in terms of reporting. You will be able to generate elaborate reports with more information thus insights. What’s more, you may end up finding new features in the native suite that enable you to work better and sync records between your custom and native objects.
Less often will you require custom objects unless your business requires records that are not accommodate in the native objects. Creating custom objects in Salesforce is only important when seeking comprehensive reporting and effective organization. They offer separate records that can be related to data recorded in native salesforce objects while preventing data cramping and disorganization within your environment.