Data Management Automation in Salesforce

What is Salesforce CRM?

Salesforce is a leading Customer Relationship Management (CRM) tool that is a complete cloud-based platform for business teams to boost their sales, keep track of customer service cases, improve marketing, analytics, etc. It is a great tool that helps in the automation of recurrent tasks like sending emails to customers on their birthday, scheduling a report generation at a specific time every day, invoice creation, updating data according to the criteria, etc. Let’s have a closer look at how Data Management takes place in Salesforce.

Data Storage in Salesforce

Salesforce has a unique way of storing data i.e via Objects and Fields. An object is a structure in which data is getting stored. A field is a datapoint within an object. For Example, while storing information on all the fruits in Salesforce, Fruit is an object, and its price, quantity, and expiry date are data points known as fields. Salesforce generates a unique 15 or 18-digit case-sensitive ID for each record. So that it appends that unique ID to the URL of the domain org and helps redirect to the required record data.
For ex: https://testsampleorg.force.com/lightning/r/Contact/0031e00000AAZm7AAH/view

There are relationships like Lookup and Master-details which help in linking records with one another. So that it will be easy to retrieve all the records associated with a single parent record.