Salesforce Lightning Reporting and Dashboards
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Standard objects

Standard objects are provided by default when you subscribe for Salesforce; this is dependent on the cloud type you subscribe to. Each object has its own uniqueness for specific functions, and the objects have built-in relationships to each other. Here are a few main standard objects when you subscribe to Sales and Service Cloud:

  • Account: Account is used to store information about the businesses and organizations your company interacts with
  • Contact: Contacts store information about the people that you work with--prospects, customers, or suppliers
  • Opportunity: Opportunity is used to store information about sales interactions with your customers; this is often known as the Sales Cycle
  • Lead: Lead is to store information about people who might become customers or partners of your company
  • Case: Case stores information about interactions with your customers related to the products or services you provide
  • Campaign: Campaign stores information about your company's marketing activities and responses

Some other standard objects are Activity, Asset, Contract, Quote, Order, Products, and Price Book.

Each standard object comes with default fields based on the purpose of the object, for example, Stage in Opportunity, Mobile Phone in Contact, and so on. You can create your own fields in the Standard object; this is called as custom field. The maximum number of fields you can create depends on the Salesforce edition you subscribe to.

You can upgrade your Salesforce edition to a higher edition, such as Professional Edition to Enterprise Edition, by simply contacting your Account Executive and paying for the increased subscription fee. You will continue using the same organization with your existing database and customization. But if you plan to downgrade to a lower edition, it is actually not possible to downgrade. By the end of your contract, Salesforce will give you a brand new organization where you need to reconfigure and transfer all your data.