II. Standard and Custom Objects:
We have customized the following standard objects in Salesforce:
o Campaign
o Lead
o Account
o Opportunity
Below is the list of custom objects that we need to create in the system.
o Project
o Building
o Floor
o Unit
o Opportunity Unit
o Payment Plan
o Opportunity Payment Plan
o Invoice
Standard objects are pre-built objects provided by Salesforce, such as Account, Contact, Lead, and Opportunity, designed to handle common business data and processes.
Custom objects are user-defined objects created to store information unique to an organization’s needs, allowing for tailored data management beyond standard objects.
In real estate, custom objects enable the modeling of industry-specific entities like properties, buildings, floors, and units, facilitating effective tracking and management of real estate assets.
Custom objects in real estate Salesforce include Project (project details), Building (building information), Floor (floor details), Unit (individual units), Payment Plan (payment schedules), and Invoice (billing information), enabling efficient data management.
Standard and custom objects can be linked through relationships, allowing for comprehensive data models that integrate default Salesforce functionalities with organization-specific requirements.
A data model in Salesforce is a structured representation of an organization’s data, defining how objects (standard and custom) relate to each other, facilitating efficient data management and retrieval.
Iqra Technology offers free online Salesforce training, including tutorials on standard and custom objects, data modeling, and real estate-specific implementations.
Apps are collections of tabs that include standard and custom objects, allowing users to navigate and manage data effectively.
