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Accounts:Companies you do business with.Can also represent individuals (via Person Accounts, e.g., solo contractors).Contacts - The people who work at an Account.Leads:Potential prospects.Not yet qualified (you don’t know if they’re ready to buy or what product they need).Opportunities:Qualified leads (you’re confident they’re real potential business).Represent a possible sale you’re working on.Lead Conversion:When you convert a Lead, Salesforce automatically creates:An Account (the company or person).A Contact (the person you’re dealing with).An Opportunity (the deal you’re pursuing).
Used when objects are loosely related.Each object can work independently (stand-alone).Example: A Contact may or may not be linked to an Account.Both objects usually have separate tabs in the UI.
The Detail (child) record depends on the Master (parent).If the master is deleted, all related detail records are also deleted.Relationship field is always created on the Detail object.The detail object cannot exist alone.
A special type of Lookup.Only available on the User object.Used to define management or reporting structures (e.g., manager → employee).
Month 2 - Salesforce
In short:
Lead → (Convert) → Account + Contact + Opportunity
AppExchange is Salesforce’s app store
Through Tabs we can navigate around an app.
Every tab serves as the starting point for viewing, editing and entering information for a specific object.
Seller Home is a modern, intelligent home page, featuring a number of tools to help your sales team start their day fast. From Seller Home, sales reps can monitor their performance to goal and get insights on key accounts.
In Salesforce, a data model is the way your data is organized inside the platform. Think of it as the blueprint of how information (like Accounts, Contacts, Opportunities, etc.) is stored and connected.
Get to Know Fields
Field Type
What is it?
Can I get an example?
Identity
An 18-character, case-insensitive value that’s automatically generated for every record. You can find a record’s ID in its URL.
Note: Records also have a 15-character case-sensitive version of its ID that can be used for specific applications.
An account ID looks like 0015000000Gv7qJAAN.
System
Read-only fields that provide information about a record from the system, like when the record was created or when it was last changed.
CreatedDate, LastModifiedById, and LastModifiedDate.
Name
All records need names so you can distinguish between them. You can use text names or auto-numbered names that automatically increment every time you create a record.
A contact’s name can be Julie Bean. A support case’s name can be CA-1024.
Custom
Fields you create on standard or custom objects are called custom fields.
You can create a custom field on the Contact object to store your contacts’ birthdays.
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A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object.
Lookup relationships can be one-to-one or one-to-many.
🔗 Salesforce Relationship Types
1. Lookup Relationship
2. Master-Detail Relationship
3. Hierarchical Relationship
1. Allow Reports:
Lets the object’s data be used in reports and dashboards.
2. Allow Activities:
Enables Tasks, Events, and Emails on the object.
3. Track Field History:
Tracks changes made to selected fields (old/new values, who, when).
4. Allow in Chatter Groups:
Lets records be shared and discussed in Chatter groups.
5. Enable Licensing:
Used for AppExchange apps to track customer license usage.
Table 2
Concept
What it Controls
Example Use
Profile
Base access for all users in a role
Nurse can read/edit patient data
Permission Set
Add extra permissions to specific users
One nurse can also delete patient records
Permission Set Group
Combine multiple permission sets
“Head Nurse Access” includes many permissions
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In Salesforce, a Flow is an automation tool that lets you collect data, update records, send emails, make decisions, and perform actions — all without writing code.
Types of Flows
Type
When It Runs
Example
Record-Triggered Flow
Automatically when a record is created, updated, or deleted
When a new Patient record is created, assign a Nurse automatically
Scheduled-Triggered Flow
Runs on a schedule (daily, weekly, etc.)
Every day, check which Patients have unpaid bills
Screen Flow
Runs when a user interacts with a screen (manual input)
A form where staff fill out Patient Admission details
Auto-Launched Flow
Runs automatically from another process (no user screen)
Used inside another flow or Apex class
Platform Event-Triggered Flow
Runs when a platform event is received
When an external system sends an event, update records in Salesforce
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