Our businesses are facing similar challenges in sales. Salesforce is the common platform used across businesses and we’re looking to leverage the data we have in it. What type of data are we talking about? Here are a list of the common standard objects in Salesforce:
- Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
- They can have child accounts that represent branches of the same business.
- Represents a contact, which is an individual associated with an account.
- They can also be new prospects that we need to talk to.
- They can also be old customers that we need to connect with again.
- Represents an opportunity, which is a sale or pending deal.
- Not all opportunities lead to sales, and the business needs to know that.
- They typically have stages that represent their state in the sales workflow.
There are plenty of other standard objects in Salesforce. The ones listed above are the most commonly used but if you want to learn about other objects and their uses learn more about them in the Salesforce Developer Docs. On the other hand, your sales staff work in Salesforce every day, so consult with them on which objects they use the most.
Salesforce Data Access
Each business in DE has their own Salesforce instance. Each team will have access to a sandbox that contains the schema and a subset of the business data from their production instance. Contact Allen Torres to request access to your business sandbox.
Access to this data can be achieved by leveraging Salesforce SOAP and REST API’s. The development team at Salesforce have done a great job at extensively documenting their API’s. Below are a few links to get you started quickly.
Salesforce API Development Tools
These tools can help you explore the Salesforce Data in your Sandbox. They are not supported by Salesforce so if you’re having issues using them you’ll have to Google your problems.
- Postman – A General API Explorer Tool
- Workbench – A Salesforce API Explorer Tool
- Remember to set your environment to Sandbox
- Prevent modifying standard objects. If you have to, communicate with other team members about changes.
- Namespace custom objects with your team number ex. team1_MyObject
- Be Careful performing Deletes. You shouldn’t have to but if you do start small.
- Document your changes! Keep a record of the changes your team made to objects and custom objects.
- Use the Slack Channel #de-hack-sales for communications
Guess who owns Heroku? Yup – Salesforce, and they have an awesome service called Heroku Connect that integrates with Salesforce. Don’t want to deal with interacting with SOAP and REST? Do you prefer working with a Postgres SQL Database? Then this is the solution for you. Easily connect your Salesforce sandbox to Heroku Connect and select which objects you want to sync over. You can decide whether you want your data to sync back to Salesforce too. Learn more about Heroku Connect.
Salesforce Learning Modules
Salesforce highly recommends using their Trailhead training product to getting up to speed quickly on their services. There are paths for different levels of experience. We recommending taking advantage of this free training platform to prepare before the event.