License Object Salesforce
Jule Kue
DreamHouse is a realty company that provides a way for customers to shop for homes and contact real estate agents online. DreamHouse brokers use some of the standard Salesforce CRM functionality, like contacts and leads, to manage customer data of home buyers.
In Salesforce CRM, we think about database tables as objects, we think about columns as fields, and rows as records. So instead of an account spreadsheet or table, we have an Account object with fields and a bunch of identically structured records.
Salesforce supports several different types of objects. There are standard objects, custom objects, external objects, platform events, and BigObjects. In this module, we focus on the two most common types of objects: standard and custom.
Objects are containers for your information, but they also give you special functionality. For example, when you create a custom object, the platform automatically builds things like the page layout for the user interface.
Identity, system, and name fields are standard on every object in Salesforce. Each standard object also comes with a set of prebuilt, standard fields. You can customize standard objects by adding custom fields, and you can add custom fields to your custom objects.
Help out your users. Even with careful naming, your users might not always be clear about the purpose of a particular object or field. Include descriptions for your custom objects and fields. For specialized or complicated customizations, use help text to give more details.
This data model, or entity relationship diagram (ERD), includes Tasks, Events, and other related Platform activity objects. Visit the Salesforce Object Reference for a list of standard objects and their standard fields.
External objects are very similar to custom objects. The primary difference is that external objects record data outside of your Salesforce organization. External objects are available using Salesforce Connect and Files Connect.
Big Objects are objects that store and manage large amounts of data on the Salesforce platform. You can archive data from other objects or plugin large datasets from outside systems into big objects. This will help you get a wider view of your customers. Big objects have a notable advantage: they deliver consistent performance, regardless of the record count. There exist two types of big objects: standard big objects and custom big objects. Both types provide consistent and scalable experiences.
Relationships help in associating two objects. These objects can be Standard or Custom objects. You can define different types of relationships by creating custom relationship fields on an object. You can define different types of relationships by creating custom relationship fields in an object. You will understand the differences between relationship types; the differences can be in how relationships handle data deletion, security, record ownership, and required fields in page layouts.
Salesforce standard objects are those objects that come with Salesforce. These are different from custom objects because users create them to store unique company information. There are many objects within Salesforce that are standard objects. Some of them are Contact, Account, Lead, Opportunity, etc. Here, we will discuss some of the most common Salesforce standard objects:
In this tutorial, you learned about Salesforce objects, both standard, and custom. Also understood how to create a custom object, learned some common Salesforce Standard objects and Tabs. In the next tutorial, you will learn how to create custom fields.
Bangalore Atlanta Chennai Houston Philadelphia Pune San Diego Singapore Boston Sydney Dallas Melbourne Chicago Hyderabad San Francisco London New York India Gurgaon Mumbai Noida Kolkata Toronto Jaipur Delhi Denver Seattle Austin Edison Indianapolis Washington Vancouver Brisbane Perth
For any supported WordPress content types (e.g. post, page, user, or any supported custom content type in your installation), you can assign Salesforce objects that will be created / updated / deleted when the data in WordPress is saved, and the WordPress objects can be created / updated / deleted when the data in Salesforce is saved.
WordPress stores metadata as key/value pairs in its database. Many plugins and themes use this method to store custom field data. Object Sync for Salesforce supports mapping these fields (many other plugins use non-standard methods, and this plugin may or may not support them).
Related to the mapping of custom fields, but raising its own distinct questions and problems that can make this plugin more complicated, is the issue of mapping between required fields in WordPress or Salesforce.
The way these actions work means that if a field is required in Salesforce, it needs to be sent as part of the first, core WordPress action associated with the WordPress object. If it is only added as part of the second action, the metadata, it will not be sent and the Salesforce operation will fail.
This plugin was built to sync data that is created after it was installed. However, there are some techniques that can import pre-existing data. See the Import & Export section of the documentation for methods you can use for this.
There is extensive documentation of this plugin, including its developer hooks, on GitHub. This documentation also exists inside the docs folder when you download the plugin from the WordPress directory.
Hi - we're thinking about making a custom object for Salesforce campaign information (status, date responded, campaign name, and campaign partner) but were wondering if anyone else has tried this yet? We want to be able to segment and report in HS on contacts and their SFDC campaigns.
Hi @MSkuse! I haven't created campaigns as a custom object before, however, the "Salesforce Campaign IDs" field is included in the integration and will allow you to see which campaigns a contact is associated with in Salesforce. If you need more information, a custom object should solve that for you. I've used custom objects to store form submissions to enhance reporting before. I believe this would work similarly!
Hi @mktgopstony, I dont have a process doc per se. But I can walk you through what I had to do to get it to work.
1. Create a Custom Object through Hubspot's Dev portal, I called mine 'Campaign Members'. Create required field 'Member ID'
2. Go to SFDC>Setup>Object>Campaign Members. Then create a formula field for the Member ID. (Since the ID field isn't available you have to create it). Call it 'Member ID - 18 Digit'. Formula = CASESAFEID(id)
3. Go to AConnected Apps>SFDC>Sync Custom Object. Choose SFDC Campaign Member Object and sync with the newly created Hubspot Custom Object. Then map the Member ID hubspot field with the SFDC field you created. Then map the other fields. (If you dont have the other fields created yet, like Status, that's ok. You can create those later, and run an Import)
4.After you've setup the sync, then you can create those additional fields in Hubspot, go to the mapping and create the mapping, then go to the Custom Object and run an import from Integration.
That should do it!
Has anyone tried to recreate the Salesforce Campaign Object in HubSpot Sales Hub without Salesforce? We're attempting to using a custom object and have no issues with the "campaign" and associating contacts/companies, but where we're stuck is tracking the date that the contact or company is associated with the custom object.
I would need some help about this.
I want to sync SF Campagin with a HubSpot Custom Object.
It's working but i can't associate contacts ...
I have to sync "campaign member" first ?
thanks
also, once i've created a custom objet "campaign" sync with salesforce campagin inside SF connector, i have this setting inside Salesforce connector, that asks me about "contact association"... that's confusing
Hi - we're hitting roadblocks even working with a partner on this. The biggest roadblock is with the campaign member object and the HubSpot contact. Contacts can have multiple campaign memberships and statuses, and relating them all in HubSpot the way it's related in Salesforce is just not compatible.
I'm almost at the point of accepting that we'll have to use a list upload process then use those lists to do my lead scoring and segmentation based on these campaign memberships and activities, but VERY frustrating.
It's not... Campaign Member is actually its own object in Salesforce - a child of the campaign object. That's how one person can have multiple memberships with multiple campaigns, and each membership has its own unique values for status, etc.
-Member Status
Then associating these records to the Lead ID & Contact ID to create the CDO>CONTACT Association.
Let me know if this is still an issue and I can share my process. (I have not done one for the Campaign Object itself, but considering what I needed was the Campaign Member data to create segments/workflows and not the Campaign alone...this was a better option for me)
Thanks
@RyanNWeber @Adlinn21 Hi, would either of you mind sharing your process or documentation? My team is looking to do the same. Our first use case is utilizing campaign member statuses for lead scoring and nurturing. Thanks!
c80f0f1006