Skip to content

11) Sales Cloud

Jump to bottom
Coding With The Force edited this page Mar 11, 2023 · 15 revisions

What is Sales Cloud

Sales Cloud is really Salesforce's core product, and it will absolutely be included in your CTA scenarios, so you MUST know its functionality inside and out. Its primary focus is streamlining the sales process for Sales reps as well as some functionality via the campaign object that is commonly utilized by marketing teams to track marketing events and campaigns. We will go over each object, what it's used for as well as the major OOTB config features for marketing cloud (like lead conversion, enterprise territory management and sales forecasting) below.

Note: Unless otherwise stated, all objects have the ability to have sharing rules, sharing sets, sharing groups and OWD access set for record visibility.

Additionally, unless otherwise noted, all objects are Full objects, meaning they can have profiles and/or perm sets setup for users to restrict object and field visibilities.

Core Sales Cloud Objects ERD (Entity Relationship Diagram)

Core Sales Cloud Objects ERD

Core Sales Cloud Object Guide

Below is a list of every object related to sales cloud functionality, why and when it should be used, what its OOTB relationships are, how much data is stored per record, OOTB ways to share records for the object, and the licenses required to use it without significant custom builds.

Account Object Overview: The account object records represent an organization or an individual that your company is involved with in some way. It is not really a Sales Cloud specific object as it is utilized in the vast majority of Salesforce implementations. It is also the most critical object to understand as it has many unique OOTB features (especially sharing features).

Record Storage: Accounts take up the typical 2kb of storage.

License Requirements: Accounts can be used by every license type

Required Fields:

  1. Name
  2. LastName (If it is a person account)

OOTB Lookups:

  1. ParentId - Used for account hierarchies (for instance if you had an account that represented Coca-Cola and you wanted to tie their child company Dasani to it).
  2. MasterRecordId - Used only if account was merged by the OOTB merge tool into another account.
  3. Operating Hours (Only if Field Service Enabled) - Represents the operating hours/business hours for the account.

OOTB Objects That Have Lookups To Account:

  1. Assets
  2. Territories (ObjectTerritory2Association)
  3. Campaigns
  4. AssociatedLocation

Sharing Options:

  1. Account Teams -
  2. Implicit Sharing -
  3. Explicit Sharing -
  4. Account Hierarchy Sharing -
  5. Territory Sharing -

Contact Object Overview:

Record Storage:

License Requirements:

Required Fields:

OOTB Lookups:

OOTB Objects That Have Lookups To Contact:

Sharing Options:

Person Account Object Overview:

Record Storage:

License Requirements:

Required Fields:

OOTB Lookups:

OOTB Objects That Have Lookups To Person Account:

Sharing Options:

Opportunity Object Overview:

Record Storage:

License Requirements:

Required Fields:

OOTB Lookups:

OOTB Objects That Have Lookups To Opportunity:

Sharing Options:

Product Object Overview:

Record Storage:

License Requirements:

Required Fields:

OOTB Lookups:

OOTB Objects That Have Lookups To Product:

Sharing Options:

Campaign Object Overview: Campaigns are built for and represent marketing campaigns, shows, promotions, webinars, events, etc. It allows you to track the cost of the event, the opportunities generated from that event, the people who went to that marketing event, leads generated from that event, etc. You can also use the parent campaign functionality for large campaigns that have multiple events attached to them (for instance a tradeshow that has 10 webinars and 20 promotional emails and 5 shows) to get visibility into the profitability of the entire marketing campaign.

Record Storage: Campaign is an object that is unique in that it uses 8kb of storage per record instead of the typical 2kb that most object records take up.

License Requirements: Campaigns are accessible to the Sales, Service and Partner Licensed Salesforce users.

Required Fields:

  1. Name

OOTB Lookups:

  1. ParentId - This lookup allows you to link a campaign to a parent campaign.
  2. TentantId (Only relevant if you use pardot) - Gives you the ability to associate a campaign to a pardot business unit.

OOTB Objects That Have Lookups To Campaign:

  1. Campaign Member
  2. Opportunities
  3. Partner Fund Requests

Sharing Options/Considerations:

  1. For a user to be able to do ANYTHING OOTB (create, edit, delete, transfer) aside from view a campaign, they must have the "Marketing User" checkbox checked on their user record.
  2. If you use Campaign Hierarchies, anyone with access to the parent record can see all statistical campaign data for campaigns lower in the hierarchy.
  3. Campaigns have a unique OWD options where you can give all users in your org FULL ACCESS, as in they can all view, edit, transfer, delete and report on every record. This is uncommon and not typically suggested, but good to know it exists. It also can be private, public read, and public read/write.

Campaign Member Object Overview:

Record Storage:

License Requirements:

Required Fields:

OOTB Lookups:

OOTB Objects That Have Lookups To Campaign Member:

Sharing Options:

Asset - An asset represents an item of commercial value that a customer (account or a contact with an associated account) has purchased. Basically anything on of your consumers now actually owns and is relevant for you to track should be housed in this table.

Record Storage: The Asset object is sometimes referred to as a magic object because it DOES NOT COUNT AGAINST STORAGE AT ALL! That's right, it takes up 0kb of storage to store asset records... wyld. There is no documentation over this, I was informed by Johann Furmann, could only find this idea post discussing it and tested it myself. Turns out, it's true lol.

License Requirements: Asset is an object that is accessible via both Sales, Service, CC, CC+, and Partner license types. It is NOT available for SF Platform licenses.

Required Fields:

  1. Name
  2. AccountId OR ContactId (but the contact must have an associated account record)

OOTB Lookups:

  1. ParentId - Used if there is a parent asset (for instance you have a headset that came with a computer).
  2. Product2Id - Used optionally if a product is associated with the asset.
  3. AccountId (required if ContactId not filled out) - used to determine the account the asset is owned by.
  4. ContactId (required if AccountId not filled out) - Used to determine the contact the asset is owned by.
  5. RootAssetId - Used to determine the absolute parent of an asset (for instance if the asset is 3 levels deep in the asset parent chain it shows the top level asset).

OOTB Objects That Have Lookups To Asset:

  1. Case
  2. Work Order
  3. Work Order Line Items
  4. Contract Line Items (requires engagement management being enabled)
  5. Entitlements (requires engagement management being enabled)
  6. Locations (Only relevant for Field Service Lightning)

Sharing Options:

  1. Asset has the ability in the OWD to be controlled by parent (contact or account id) or be public read, public read/write, or private, but ONLY if Asset Sharing is enabled in Asset settings in setup! If it's not enabled than access can only be determined by parent object records.
  2. Assets are now what's referred to as a full object (can control its object and field level access in profiles).

Price Book Objects

Price Book Objects ERD

Opportunity Forecasting Objects

Opportunity Forecasting Objects ERD

Enterprise Territory Management Objects

Enterprise Territory Management Objects ERD

Clone this wiki locally