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Chapter - 2 Salesforce Standard Objects and Some Basic Features

Salesforce Standard Objects

Here are some of the core standard objects we’ll be using with Salesforce, and a description of how each one is used.


Salesforce CRM allows you to manage and access your data in sophisticated ways that you could never do with a simple spreadsheet. Your records can be linked together to show how your data is related, so you can see the whole picture.

Welcome to Lightning Experience

Lightning Experience is a modern, productive user experience designed to help you do more and be more efficient. When we’re talking about Lightning Experience, we’re talking about pages in Salesforce optimized for sales and service use. We’re talking about new features that help you focus on the right activities, every time you log into Salesforce. 
We’re talking flexible, interactive tools that you can use to visualize data on the fly and work deals in flight.

To know more and visualize we need to Log in to Salesforce

How you log in will be determined by how your Salesforce Admin has set up your org. For example, you might go to a custom URL to log in, where you’ll enter your credentials and then be directed into your Salesforce org. Check with your Salesforce Admin for your company’s login process.

For customers logging in through the standard process, steps to log in are as follows:
  1. Salesforce Admin sets you up as a user in your Salesforce org.
  2. You’ll receive an email with a link to log in and set your password.
  3. Click the link, set your password and security question, and click Save. You’ll then be redirected to your Salesforce org.
On subsequent visits, steps to log in are as follows:
  1. Go to login.salesforce.com.
  2. Enter your username and password and click Log in to Salesforce.
  3. Once you’re logged into Salesforce, you’ll be directed to Home. Let’s talk about that first.

Home

From Home, you can monitor your performance to goal and get insights on key accounts. You can also access the Assistant, a list of things to do and places to be. Your Salesforce admin can create custom Home pages that appear for different profiles, so you may see different features on your Home page.

  • Use the Assistant to identify exactly what you need to be doing today
  • Use the Performance Chart to monitor how close you are to crushing your number
  • Get insights fast with News
  • Focus your selling activities on your Top Deals

  1. Performance Chart: Monitor and update your performance to goal.
  2. Assistant: Stay on track by seeing the leads and opportunities that require your attention.
  3. News: Get insights at a glance on your important accounts.
  4. Upcoming events: See the next five meetings on your calendar today.
  5. Today’s tasks: See up to five tasks due today.
  6. Recent records: Access links to recently viewed records.
  7. Top deals: View your top open opportunities in a convenient list.

Opportunity Workspace

Opportunities are leads that are qualified to buy. Whether you’re coming from Home, the navigation menu, Search, or a related record in Salesforce, once you click on an opportunity, you need a powerful workspace where you can get stuff done quickly and focus your energy on selling.

Enter the opportunity workspace. Here, your sales process takes center stage, with customized coaching scripts for each stage in the sales process, at-a-glance insights and activity timeline, and the ability to create records quickly with fewer clicks.


  1. Highlights Panel: See important information right at the top of the record.
  2. Path: Access customized guidance for each stage in your sales process.
  3. Composer: Quickly log a call, create a task, or send an email.
  4. Activity Timeline: View emails, tasks, and events, grouped by your next steps and past activity.
  5. Quick View: Hover over any linked record to see details without having to leave the page.

Accounts and Contacts

Remember that when a lead is converted, an account and contact are also created in Salesforce. An account is a company you’re doing business with, and a contact is someone who works at that account. Just like opportunities, anytime you drill into an account or contact, you need to find what you need quickly. But unlike opportunities, you’re less likely to need to make updates. Instead, we’ve optimized the layout for these pages for quick reference, allowing you to find information and gather insight at-a-glance.

  • Get the latest news about your customers with integrated Twitter and News
  • Work smarter and keep your data clean with field-level duplicate matching
  • Locate important data efficiently with layout designed specifically for quick reference
  • Review past and upcoming activities at a glance

  1. Highlights Panel: See important information right at the top of the record.
  2. News and Twitter Integration: Stay informed about the latest news that affects your customers and stay connected through social media.
  3. Optimized template: Easy reference to related records and at-a-glance information.
  4. Activity Timeline: View emails, tasks, and events, grouped by your next steps and past activity.
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