Salesforce is the world's leading cloud-based CRM platform, unifying sales, service, marketing, and IT teams on a shared data model built around the Customer 360 vision. Every Salesforce implementation centers on standard and custom objects stored in a multitenant cloud database, surfaced through configurable UIs, automated with declarative tools like Flow Builder, and extended with Apex code or third-party integrations. The platform's pivotal shift in 2025–2026 is the rise of Agentforce — autonomous AI agents powered by the Atlas Reasoning Engine and grounded safely through the Einstein Trust Layer — transforming Salesforce from a system of record into a system of action.
What This Cheat Sheet Covers
This topic spans 20 focused tables and 208 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
Table 1: Core Objects
Salesforce's data model is built on objects — the equivalent of database tables. Standard objects ship with every org; custom objects extend the model for your specific business. Every object generates a unique 15- or 18-character ID and supports fields, page layouts, validation rules, and automation triggers.
| Object | Example | Description |
|---|---|---|
Account acc = new Account(Name='Acme'); | • Represents a company or individual • parent of Contacts, Opportunities, and Cases by default | |
Related to Account via lookup | • Person associated with an Account • stores phone, email, title, and mailing address | |
Unqualified prospect → converted to Account/Contact/Opportunity | • Unqualified prospect • converting a Lead creates linked Account, Contact, and optional Opportunity | |
Stage: Prospecting → Closed Won | • Potential revenue deal tracked through configurable stages • drives pipeline and forecasting | |
Priority: High, Status: In Progress | • Customer support issue or inquiry • central object of Service Cloud. |