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Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Alphabet Soup of Cloud Terminology

As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate your way through the terminology, and provide you the knowledge and power to make the decisions you need to make when considering a new cloud implementation. Here’s the list of terms we will cover in this article: Phew—that’s a lot. Let’s dig in to the definitions and examples to help drive home the meanings of the list of terms above. SaaS (Software as a Service) This is probably the most common implementation of cloud services end users experience. This is software that users access through their web browser. Some software may be installed locally to help augment functionality or provide a richer user experience, but the software installed locally has minimal impact on the user’s computer. Figure 1 provides a high-level overview of this concept. Figure 1 High-level overview of Software as a Service You are probably a user Facebook, Google docs, Office 365, Salesforce, or LinkedIn either at home or at work, so you’ve experienced SaaS first hand and probably for a long time. What SaaS tools are you using outside of those mentioned here? Reach out and let me know—I’m very curious. PaaS (Platform as a Service) PaaS allows a developer to deploy code to an environment that supports their software but they do not have full access to the operating system. In this case the developer has no server responsibility or server access. When I first started writing about cloud technology three years ago, this was kind of primitive service. The provider would just give you access to a folder somewhere on the server with just a bit of documentation and then you were on your own. Now there are tools, such as CloudFoundry, that allow a developer to deploy right from their Integrated Development Environment (IDE) or from a command line production release tool. Then CloudFoundry can take the transmitted release and install it correctly into the cloud environment. With a little trial and error, anyone with a bit of technical skills can deploy to a tool like CloudFoundry where the older style of PaaS took a lot of skill and experience to deploy correctly. IaaS (Infrastructure as a Service) Originally IaaS dealt with a provider giving a user access to a virtual machine located on a system in the provider’s data center. A virtual machine is an operating system that resides in a piece of software on the host computer. Virtual Box, Parallels and VMWare are examples of software that provide virtualization of operating systems called Virtual Machines (VM) Virtualization of servers was all the rage for a while, but when you try to scale within the cloud with multiple virtual servers there are a lot of drawbacks. First, it’s a lot of work to make VMs aware of each other and they don’t always share filesystems and resources easily. Plus, as your needs grow, VMs with a lot of memory and disk space are very expensive, and very often an application on a VM is only using a portion of the OS. For example, if you are deploying a tool that does data aggregation and runs as a service you won’t be taking advantage of the web server that might be running on server too. The issues mentioned in the previous paragraph are common headaches for those moving their on-premise implementations to the cloud, and those headaches gave rise to Docker. Docker is a lighter weight form of virtualization that allows for easier sharing of files, versioning, and configuration. Servers that could only host a few VMs can host thousands of Docker images, so providers get better bang for the buck for their server purchases. Further explanation of Docker is an article all by itself, but for now it’s import to realize that Docker needs to be part of any discussion of moving your applications to the cloud. DaaS (Desktop as a Service) Desktop computers are expensive for large corporations to implement and maintain. The cost of the OS, hardware, security software, productivity software, and more start to add up to where it makes a major impact on any corporation’s budget. Then just as they finish deploying new systems to everyone in the company, it’s time to start upgrading again because Microsoft just released a new OS. Another fact with most desktop computers is that they are heavily underutilized, and DaaS allows an IT department to dynamically allocate RAM and disk space based on user need. In addition backups and restores are a breeze in this environment, and if you are using a third party provider all you need to do is make a phone call when a restore of a file or desktop is needed. Plus upgrades to new operating systems are seamless because the DaaS provider takes care of them for you. The main advantage I see with DaaS is security. With one project I was involved with, we restored the state of each Desktop to a base configuration each night. While this did not affect user files, it did remove any malware that might have been accidently installed by a user clicking on the wrong email. Documents from Microsoft Office or Adobe products were scanned with a separate antivirus program residing on the storage system they were a part of, and the network appliance that we used did not allow for the execution of software. That made it very secure for the client I was working with. So what does a user have on their desktops? Luckily in recent years there has been an explosion of low cost computing devices, such as a Raspberry PI, that support Remote Desktop Protocol (RDP) so your users could access a windows desktop from the linux-based PI which you can get for a measely . DaaS is awesome for your average information worker, but for a power user like a software developer this setup in my experience doesn’t work well. Your average developer needs

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