Standard Apps, Objects, & Tabs

What are the differences between standard and custom components?

Standard components (such as fields, objects, tabs, etc.) are included with Salesforce, while custom components are added by an administrator.  Standard components generally can be customized less than custom components (for instance, you can delete custom fields, while you cannot delete standard fields), as we’ll discuss later in this guide.

It is important to understand what standard functionality is included with Salesforce for several reasons:

  • You can extend and improve your organization’s CRM implementation with minimal effort.
  • You can utilize Salesforce standards, without rebuilding functionality that already exists.
  • You are prepared for certification.  Salesforce certification exams will expect that you understand their functionality, and the solutions they’ve created to meet customer needs.

Standard Applications

The following is not an exhaustive list (which may vary based on version/features of Salesforce), but covers the essentials:

App Launcher

Service (prior to Spring 17 “Call Center”)





Salesforce Chatter

Standard Objects / Tabs

The following is not an exhaustive list (which may vary based on version/features of Salesforce), but covers the essentials:

A Lead is essentially an unqualified prospect.  For instance, a collection of business cards gathered at a convention would usually be entered as new leads.  When a lead is qualified, it is then converted into a contact, account, and opportunity.  Web-to-lead will allow you to accept website submissions directly as Salesforce leads.  One lead = one person.

An Account is typically an organization that is a qualified potential customer, an existing customer, partner, competitor, or has a relationship of similar significance.  The account is the glue that holds the relationships (contacts) and interactions (activities, opportunities, cases, etc.) with an organization.  The standard Salesforce account is configured for B2B (business to business) relationships.  One account = one organization.

Consider Person Accounts (requires feature activation) to establish B2C (business to consumer) relationships.  One person account = one person.

Contacts store an individual’s demographic information, such as phone numbers and email addresses, and are linked to accounts.  If a contact is not linked to an account then it is a “private” contact and only viewable by the contact owner or salesforce administrator.  One contact = one person. is a product offering from Salesforce that is a repository of both crowd-sourced and Dun & Bradstreet contact and account information.  You can use to source new leads, contact, and accounts for your organization, as well as clean or update existing data.

Cases are used to track support issues.  If a customer purchases a product or service, and calls in for support, this would get tracked using a case record.  An open case is unresolved, while a closed case is resolved.  Email-to-case allows customers to email a generic address (e.g. to automatically generate a case.  Web-to-case allows customers to submit a support request via a web form.  One case = one support issue.

Solutions are used to document and communicate common resolutions to cases.  For instance, if customer A calls in with a problem and steps 1-5 must be taken to resolve the issue, these steps can be entered into a solution.  When customer B calls in with the same problem, instead of retyping steps 1-5, the customer support agent can reference the solution to quickly communicate the resolution.

An Opportunity typically represents either a) a completed sale, b) a lost potential sale, or c) the potential for a future sale.  Opportunity data is referenced in forecasting.

Products are typically used to store information about the goods or services that your organization sells.  This would include specifics like the name, product code, MSRP or sale price, and other details.

Opportunity Products represent the products sold as line items within an opportunity (e.g. 2 widgets for $5,000/each).

Price Books are used to establish different pricing structures for products.  For instance, your high-volume customers may receive a different price for many or all products than small-volume customers.

A Quote can synchronize product data from its related opportunity record.  A quote can be easily generated in PDF format for email delivery.

Assets represent the products associated with an account, and can be referenced for support issues.  For instance, a customer purchases a generator.  This product would be listed on an opportunity as an opportunity line item.  Upon sale completion, it may then be added to the account as an asset.  When the customer calls in with a problem with the generator, a case is generated and references the asset.

Contracts are generally used to represent legal agreements with an account.

Campaigns are used to track and measure marketing efforts.  Leads, contacts, and opportunities can be associated with campaigns.  Campaign rollup summary fields, ROI reporting, and campaign hierarchy are then used to measure various campaign statistics.

Forecasts can be used to project revenue, and track sales quotas.  There are multiple versions of forecasting.  Many organizations use opportunity pipeline reporting instead of or in addition to forecasting.

Reports are used to display, summarize, and chart record data.

Dashboards are used to visually represent multiple reports on a single page.  A dashboard is comprised of many components.  Each component is typically a visual representation (chart) of report data.

Answers allows users to ask questions, which can be answered by other users.  Answers can be used in conjunction with a customer portal to allow customers to ask and answers each others’ questions.  See it in action at Salesforce.

Ideas allows users to create and vote on ideas.  The most popular ideas score the most points.  Ideas is ideally suited to capture product improvement ideas, and can be used in conjunction with a customer portal.  See it in action at Salesforce (click ideas) and at Starbucks.

Activities are split into tasks and events.

Tasks are phone calls, emails, and other follow up items.  They have an associated date, and an optional reminder.  They will appear in open activities until updated to a completed status, and will then appear in activity history.

Events are scheduled appointments, with a defined start and end time, similar to an appointment in Outlook.

Documents are files that are uploaded into Salesforce and referenced in other areas, such as application logos and email templates.  The documents tab is a legacy method of storing files.  Other methods of document storage and distribution such as Chatter Files and Salesforce Content are generally more commonly used for the storage and distribution of documents.

An active User record is required in order for an individual of any role (employee, customer, partner) to login to your Salesforce org. is a product offering by Salesforce that allows users to create websites with dynamic content driven from data within their Salesforce org; Community Designer has largely supersede by offering the use of templates to build and manage dynamic content.  Sites without templates can still be constructed using

Content is a method to upload and distribute documents and files in Salesforce.

Content libraries are used to segment and secure access to content.


Chatter Tabs

Chatter is a built-in communication tool within Salesforce.  It combines some features of Twitter, Facebook, and chat but is accessible only by users licensed in your Salesforce org.  Chatter licensing options (including free) allow you to extend Chatter access to non-Salesforce users and customers.

The Chatter tab allows you to see your Chatter feed and post to Chatter (which can also be done from other areas within Salesforce).

The People tab allows users to search for and follow Chatter users.

The Profile tab allows a user to view and edit their Chatter profile.

The Groups tab allows users to find, follow, and create Chatter groups.

The Files tab allows users to search for files posted to Chatter, and upload new files to their Chatter feed.


Service Cloud Objects

Service Contracts are used to represent an agreement between you and your customers (e.g. warranty, subscription, or SLA).

Entitlements are used to determine eligibility for support based on the customer’s specific assets, accounts, or service contracts.

Entitlement Templates are used to define the terms of support (e.g. customer A is provided support via email only, while customer B is provided support via both email and phone).

Milestones are defined steps that support reps must complete as they respond to the case (e.g. returning a customer call or sending a customer an email).

Entitlement Processes are used to set a timeline for completion of different milestones (e.g. first response is required within 48 hours of case submission).

Knowledge Articles are a method to capture responses to commonly requested information (e.g. here are the specific steps to remove paper from this printer when jammed).  Knowledge is similar in function to Solutions, but is more feature rich and better integrated with the Service Cloud.

129 Responses to “Standard Apps, Objects, & Tabs”

  1. culberson.adam1 June 24, 2017 at 1:29 pm #

    Above I noticed a reference to salesforce software that was being released in 2015 , and it made me wonder…. How often is the content in this study guide updated to reflect the most current salesforce functions?

    • kvaleiko July 13, 2017 at 6:13 pm #

      I have the sames question. Is this guide still the best use of my time?

      • JohnCoppedge July 14, 2017 at 12:02 pm #

        Site content is regularly updated, I’ve updated this reference thanks for pointing it out. I am also in the process of a full site overhaul of all content, which is due out later this year.

  2. mengqinas June 2, 2017 at 4:59 pm #

    Hi John,

    How I customize a Tab layout? For example, I create a custom object, after I create a Tab based on this custom object, how to add Report/Dashboard to this Tab layout?



    • JohnCoppedge June 3, 2017 at 9:24 pm #

      Hey Sophie the guide will get into this – to add a tab to the top of the screen you need to add the tab to the application.

  3. AbdullahPalisoc April 10, 2017 at 5:57 am #

    Why doesn’t solutions and appear in lightning experience? I have tried every application and its not available. I noticed that Solution is available in the classic version and is available if you wish to add it as an object or tab for an application. How big of a difference is classic from lightning as far as navigation and funtions? Should I be training with the Classic version or the lightning version? what would be better in preparation for an exam?

    Btw, Great Website and very informative. I am looking forward to spending the 40$ dollar fee for the remaining of the guides once I am done studying the free guides.

  4. skaszyk March 27, 2017 at 8:13 pm #

    I don’t see any of the Service Cloud Objects listed above in my DE org. Do they all become available by enabling entitlements?

    • JohnCoppedge April 4, 2017 at 9:42 pm #

      Yes you may have to turn on certain features in order to see all of the objects/setup (e.g. entitlement management)

  5. sachin.qatester December 11, 2016 at 9:55 pm #

    Hi John,

    I am going through SFDC question bank available online to test my knowledge, and stumbled upon this question. Can you please help me?

    Which of the following are standard Salesforce applications?
    A. Ideas
    B. Campaigns
    C. Administration
    D. Call Center
    E. Sales Center

    it says correct answer is- Ideas and Call Center. I never see anywhere ‘Ideas’ being standard application , am I correct?

    • JohnCoppedge December 12, 2016 at 7:43 pm #

      I don’t see an ideas app either

      • deepaksud December 29, 2016 at 1:29 am #

        John, I wanted to respond to your comment with a few questions. I’m at a beginner level in SF so wanted to make sure my understanding is correct:

        One can find:

        – ideas in community app. So I suppose ideas is a standard object and not an app.
        – Campaigns are a standard object in Sales app.
        – Administration by itself isn’t found but there is mobile administration and desktop administration under the set-up link. Does this qualify as an app?
        – Call center is a standard app.
        – Sales center – can’t find this anywhere.

        So if the question were to be of standard objects and applications, then the odd man out would be sales center – right?

        But since this question only pertains to standard apps, call center is the only one that qualifies – right?

        • JohnCoppedge January 20, 2017 at 10:26 pm #

          Hey sorry for the delayed reply-

          – ideas in community app. So I suppose ideas is a standard object and not an app.
          – Campaigns are a standard object in Sales app.
          – Administration by itself isn’t found but there is mobile administration and desktop administration under the set-up link. Does this qualify as an app?
          not really – the app men is in the top right… under set up you will see the list of apps (search apps in setup)
          – Call center is a standard app.
          – Sales center – can’t find this anywhere.
          its just “sales” no “center”

          But since this question only pertains to standard apps, call center is the only one that qualifies – right?

          – take a look in setup (search apps), the ones you can’t delete are standard

          • dtriplett March 4, 2017 at 5:59 pm #

            Hello! New to Certified on Demand. I am going through answers to an exam simulation I took earlier this week, and an answer I gave was marked wrong regarding standard apps (“which of the following is *not* a standard application? my answer: call center / “correct” answer: service). Well, it looks like the old Call Center app was JUST renamed “SERVICE” in the Spring 2017 release (so, I believe my answer was in fact correct). FYI:

          • JohnCoppedge March 13, 2017 at 3:07 pm #

            Yep – found a comment elsewhere on the site and updated. Thanks for the heads up!

          • March 15, 2017 at 7:58 pm #

            Hello John,
            Can you please explain to me how “Call Center” is a standard app? I don’t see it anyone under the standard apps list

        • JohnCoppedge March 15, 2017 at 10:11 pm #

          It was updated to “Service” – this is now reflected in the materials

  6. satyasreekaram December 3, 2016 at 12:58 am #

    Hello John

    1. what is the difference between different APPS what I am seeing beside- Setup; when I Login in to Salesforce.

    There are few APPS mentioned as Sales, Marketing, App Launcher, Community,, salesforce chatter, Content, Amazon service, App exchange, Developer community, success community;
    Are all these Clouds?

    2. we have 4 clouds; Sales cloud, service cloud, collaboration cloud, custom cloud.

    Is the Sales in the APP( which I mentioned as the one beside setup) sames as Sales cloud?
    If Yes; I don’t see Service Cloud?

    3. Sales cloud have some features like Campaign, Lead, Opportunities……and so on
    We call them as Objects? is both the terms talking about Objects?

    4. All the Objects in the Sales cloud same as Objects in the Service Cloud?

    I am confused. Please let me know

    • JohnCoppedge March 13, 2017 at 3:12 pm #

      What environment are you logged into? It sounds like you might be in your production environment?

      The “Clouds” marketing, service, sales, etc. do often correspond to apps, but it is not a 1 to 1 relationship. Campaigns, accounts, etc. are objects, yes

  7. mlkbird14 October 7, 2016 at 4:34 am #

    Are Objects & Tabs the same thing? They seem to be used interchangeably, but from use of Salesforce to be a tab is the UI representation of the object and the object itself is more the conceptual construct of housing records.

    • JohnCoppedge October 17, 2016 at 4:41 pm #

      Right- the tab exposes the object.

      The object is the underlying data structure (fields) and data itself (records)

  8. mlkbird14 October 7, 2016 at 4:15 am #

    Do you have flashcards to go with these terms?

  9. sneha06 July 23, 2016 at 5:34 am #

    Hi John,

    Could you please explain the difference between Knowledge and Solution??
    And also when we should use solution and when Knowledge?? Is knowledge is access via community??

    • JohnCoppedge August 17, 2016 at 1:25 pm #

      Solution is the “legacy” less feature-rich version, Knowledge requires licensing (cost) – both can be accessible externally

      [edit: knowledge used to have a cost but is now included in most core licenses of Salesforce]

  10. phyllisolson2001 July 4, 2016 at 7:34 pm #

    What’s the situation with and Community Designer in 2016?

  11. jtsai9578 June 30, 2016 at 2:49 am #

    Hey John,

    Is Content library same as Libraries? If not, what is the difference between the two?

    Thank you,

  12. Sundari June 22, 2016 at 1:41 am #

    Web-to-lead will allow you to accept website submissions directly as Salesforce leads, I don’t understand this, could you please elaborate on this – Thanks

    • JohnCoppedge June 22, 2016 at 2:15 am #

      You can create a web form – when the form is filled out it will create a lead in salesforce. You can see the sales cloud section for additional details-

  13. May 27, 2016 at 8:55 pm #

    I believe they just got rid of the additional cost for knowledge.

    Service Cloud (and carries an additional license fee as well).

    • JohnCoppedge June 22, 2016 at 2:14 am #

      Correct- knowledge no longer has a separate license

      • feliciadawn88 October 17, 2016 at 8:25 pm #

        You may want to update the text. 🙂

        • JohnCoppedge October 17, 2016 at 10:25 pm #

          Done thanks

          • bthurber October 25, 2016 at 1:17 pm #

            You may also want to edit your reply on Aug 17th that states there is a cost 🙂

          • JohnCoppedge October 26, 2016 at 12:01 pm #

            Thanks good catch

  14. MKlobe May 17, 2016 at 1:08 am #

    Is it essential to know all these standard object/tabs for the test or just the basics (Solutions, Opps, Accounts, etc)

    • JohnCoppedge May 19, 2016 at 4:02 pm #

      An overview at this stage is fine- you’ll learn the details as you move onward. Yes, you will need to know considerable detail in most/all objects.

  15. mayousaf May 11, 2016 at 3:51 pm #

    great work site just need a little bigger letter size

    • j_cap23 August 18, 2016 at 3:44 pm #

      Hello Mayousaf! I agree, and ended up turning up the zoom in my browser. I use windows 10, in the upper right corner under the close symbol ( X ) click the three dots. Directly below “New In Private window” is the zoom level. I cranked mine up to 150%. I find it easier to concentrate this way.

  16. Claire April 21, 2016 at 1:31 pm #


    I’ve created an object. The object is not appearing in the “Create New” side bar on the Homepage. The object does appear as a Tab across the top of the page. I thought there was a correlation between the objects that appear in the “Create New” menu, and in the Tabs that run across the screen.

    I attempted to edit the “Create New” menu under:
    Settings > Customize>Home Page> Home Page Components, but there is no edit option for the “Create New” component.

    Could someone please help me with trying to get the object list in the Create New menu?

    How else could the object be created?

    Thank you,


    • sfdc_guru April 22, 2016 at 4:06 am #

      How many tabs are available in your home page. I tried creating more around 15 tabs in homepage but only first 10 tabs are appearing in “Create New”. Hope it helps.


      • sfdc_guru April 22, 2016 at 4:11 am #

        In standard apps, there are more tabs available in “Create New”

    • JohnCoppedge August 19, 2016 at 11:14 pm #

      Do you have create permissions to the new object?

  17. jullmann01 April 8, 2016 at 1:56 pm #

    Nice Summary! Great to save link for quick reference when needed.

  18. molad April 5, 2016 at 5:13 pm #

    This page is incredible… I have been learning on Trailhead and I needed an overview of all the common objects and their interrelationships – couldn’t find it anywhere. This really helps to fit the puzzle pieces together. Thanks so much!

  19. verma.richa19 April 3, 2016 at 6:29 am #

    Well explained. Thanks so much.

  20. pratiksha123 February 4, 2016 at 10:16 am #

    One quick question, i see you mentioned Chatter under both Standard App as well as under Standard Objects. So is Chatter both, since when i see the Quiz i see questions where you are asking which of the following is Not standard App or Standard Object.


    • JohnCoppedge February 12, 2016 at 7:23 pm #

      Yes it is both- updated for clarity

    • JohnCoppedge February 12, 2016 at 7:24 pm #

      Just a clarification- Chatter is both an APPLICATION and a TAB. It would not be considered a standard object in the same sense as the account object, for example.

  21. February 2, 2016 at 12:53 pm #

    At this point I am confusing:

    – Files
    – Documents
    – Content
    – Solutions
    – Knowledge Articles
    – Knowledge
    I understand that the 1st three are standard objects/ methods and the last two are Service Cloud objects/ methods.
    Nevertheless I am still not clear on how they relate or differ among themselves…
    What is an easy way to remember?

    • JohnCoppedge February 12, 2016 at 7:00 pm #

      All of these objects will be covered in greater detail in future sections- not a big problem to not fully understand the relationships at this stage. This is more intended as a general overview.

  22. naveenkrishnav November 24, 2015 at 10:40 pm #

    Is Ideas a Standard Application or Standard Object?

    • sfdc_guru November 26, 2015 at 10:32 am #

      Ideas is a standard Object and not an App.

  23. Deaubonne101 October 31, 2015 at 2:46 am #

    John great content, thanks for your hard work . I am sure it must be redundant to answer some of those questions all over.
    I need a clarification on Service Cloud console. You mentioned above in one of the comment’s response that this is available in the “Call Center” application in the developer edition (the one i am practicing on for free) . In the real world would this service cloud be available in the classic or enterprise edition of SFDC? or a totally separate console like the Marketing console? I am a bit confused because the Service clouds objects you mentioned above are not in my Dev edition. How would i practice on those objects ?

    Thanks for the clarification and letting us know what applications users get for which editions of SFDC. (as relevant to the ADM test)

    • JohnCoppedge December 1, 2015 at 1:56 am #

      As you’ll learn from the guide, the app is really just a pre-set list of tabs. In the real world you usually end up creating your own apps (and possibly using the service cloud console). This will make more sense as you progress through the guide 🙂

  24. September 24, 2015 at 1:04 am #

    For person account, B2C feature is needed to be enabled right ?

  25. September 24, 2015 at 12:58 am #

    I cannot see the platform application in my developer edition.

  26. September 5, 2015 at 12:25 pm #

    Can a user apply personization to a tab layout that will only be visible to that specific user? Or is all layout changes applied to everyone like to email address field example provided earlier?

    • JohnCoppedge September 6, 2015 at 3:52 pm #

      When the user changes the tabs for the application (click the plus mark and then customizing the tabs from the button in the top right), they are changing it for them only. When the admin changes the application (through setup –> Apps), that will impact all users.

  27. August 21, 2015 at 2:16 pm #

    Can we call opportunity as win customer or lost customer?

  28. August 21, 2015 at 2:09 pm #

    Have you received further explanation about

  29. ganesh_sf August 6, 2015 at 6:34 pm #

    the information is precise the point. Thank you

  30. JD July 20, 2015 at 6:21 pm #

    Hi John,

    I really appreciate this site. I think my previous question was too long – apologies. What I’m really asking is:

    1) Where can I find the official list of Salesforce standard apps? The help documentation states “Setup/Create/Apps” – this list differs from the one here, as well as if I go to Setup/Manage Apps/Apps Menu. Please clarify.

    2) If the standard apps list depends on what’s enabled, is the exam actually more likely to ask what are default standard apps? Based on a particular edition?

    3) As far as standard objects, where can I find the official list of Salesforce standard objects in Salesforce? Am I correct in that all Standard objects are under Setup/Build (area)/Customize? Am I correct in assuming that only those that you list here are the ones most likely to be on the exam?

    Thank you again, and sorry for not being so concise the first time!

  31. JD June 11, 2015 at 4:42 pm #

    Hi John,

    Great site – very helpful! I have a couple of questions in two areas: Standard Apps (as of June 2015) and Standard Objects:

    In my Dev Edition, the list for standard apps are the following:

    – App Launcher (already addressed in the comments)
    – Call Center
    – Community
    – Content (already addressed)
    – Marketing
    – Platform
    – Sales
    – Salesforce Chatter
    – Sample Console

    Standard Apps Questions
    1) Is the Platform app considered a Standard App?
    2)Am I correct in assuming Sample Console is just an example, and can be disregarded as a standard app?

    Standard Objects
    1) Are all the items listed under the Build/Customize areas standard objects? (using Dev Edition as the basis) ? There are a bunch so I won’t list them here…if you can just indicate which aren’t, that would be fantastic!

    Thank you again for this great site and your willingness to answer questions. Have a great day!

    • JohnCoppedge August 17, 2015 at 9:08 pm #

      Hey JD,

      Apologies on the delayed reply. Have been working on a few site updates to clarify questions like this.

      Platform app is typically used with the Salesforce platform user license type (non CRM users) – it is a standard app (at least in Developer Edition), but not critical to understand.

      Sample console is just an example, yes.

      I didn’t find an exact list of all of the standard apps / objects – it will vary based on the features/edition. You should be aware of everything in your developer edition.

      • JD August 18, 2015 at 11:53 pm #

        Thanks, John! Much appreciated. And thanks for updating the site with Summer ’15 info!



  32. camigm07 May 20, 2015 at 1:49 am #

    Hi John,

    Can you please clarify this concept? “ is a product offering from Salesforce that is a repository of both crowd-sourced and Dun & Bradstreet contact and account information.” For me it is not clear what do you meand by crowd-sourced and Dun & Bradstreet contact. You can reply here or send it to my email.
    Thank you.

    • JohnCoppedge August 17, 2015 at 9:00 pm #

      I would contact Salesforce on the specifics of how the data is captured. I wasn’t able to find a good resource that articulates this unfortunately.

  33. Syed Khadri May 5, 2015 at 7:23 am #

    Dear John,
    Opportunity Products/Price Books/Quote, are these standard objects too? or they are a subset to a particular object?

  34. Rupal Panchal April 28, 2015 at 8:02 pm #

    I am using the Test DB to practice. This is with regards to the Lead tab – When you add Product in the Product tab, why can you not select that product on the Lead tab?

    Please let me know if this is not the correct place to post such questions.

    This site is awesome and thanks for putting this together for us.

    • JohnCoppedge April 28, 2015 at 8:54 pm #

      Absolutely. I don’t understand the question though – why would a product be listed on the lead tab?

      • Rupal Panchal April 28, 2015 at 9:16 pm #

        Thanks John for the quick response.

        I guess I am misinterpreting the concept then. when you create a new lead, what is the product interest under the Additional Information category? I interpreted it as a prospect for certain product.

        Again on the Lead tab, you have the checkbox for assign using active assignment rule. But do not see anywhere you could setup the assignment rule. Moreover the help and documentation assumes that the reader knows what these rules are. I am clueless.

        • JohnCoppedge May 1, 2015 at 11:08 pm #

          Product interest is a field on the lead object, it is not actually tied to the product data (understand how that could be confusing).

          Lead assignment rules are covered in the sales cloud section – there is a lot of ground to cover before you will start understand how each of these pieces fit together…

  35. Deepak Iyer April 17, 2015 at 5:28 am #

    The Comprehensive user guide is really overwhelming. Thanks for this concise material.

  36. Flavia Mich March 2, 2015 at 8:02 pm #

    Is “Content” a standard App?

  37. Saman Muhammad January 28, 2015 at 10:04 pm #

    Site creation is probably only in certain versions possible, am I wrong?

  38. Bhaskar Patil January 9, 2015 at 7:01 pm #

    Hi John,

    Can you give an example, to differentiate an Object and a Tab?


    • JohnCoppedge January 12, 2015 at 11:59 pm #

      Opportunity line item for example – this standard object does not also exist as a tab (therefore you would need to access the data by viewing the related opportunity, or via the API). Opportunities exists as both an object and a tab.

  39. Lee Sauer December 17, 2014 at 10:37 pm #

    You might want to consider briefly mentioning attachments (e.g., in conjunction with Tasks and Events) as well.

  40. Roy Moore November 29, 2014 at 7:03 pm #

    “Dunn” & Bradstreet should be “Dun”

  41. Taylor Ochs November 28, 2014 at 3:36 pm #


    I noticed was referenced. When I pasted this into a URL it took me to Salesforce1, is this something that needs updated or is the name for SF1 🙂


    • JohnCoppedge November 30, 2014 at 11:32 pm #

      Looks like a branding change by Salesforce – the branded “” components still exist in setup, but not in the web literature. Will update, thanks for the notice.

  42. Chuck Fernald November 16, 2014 at 10:14 pm #

    The content here has been so helpful I don’t want to come across as piling on but dittos on the font comments :(. I’ve been able to use an extension in Chrome called Deluminate to help with the contrast. Thx again.

    • JohnCoppedge November 21, 2014 at 11:05 pm #

      I updated the font and color scheme about a week ago – it should be much easier to read now. Thanks for the input.

  43. Barbara Christensen October 27, 2014 at 5:59 am #

    I was just about to comment on the font myself. You can change Firefox to ignore colors specified by sites; I’ve done that here as the color is hard to read. It wouldn’t pass accessibility needs I’m sure. I’m just old, too. Thanks so much for considering a change!

    • JohnCoppedge November 21, 2014 at 11:05 pm #

      I updated the font and color scheme about a week ago – it should be much easier to read now. Thanks for the input.

  44. Jeanne Busch October 17, 2014 at 2:33 pm #

    Hi John,
    I’m delighted with the content of this page (and other pages). I just want to mention that I find the pale gray type somewhat difficult to read. Maybe it’s a sign of age 🙂 but even after playing with the contrast on my monitor I can’t find a comfortable way to see the type. If you control it in a CSS file maybe it would be easy to try something a little darker? Even a shade or two would help a lot.

    • JohnCoppedge October 19, 2014 at 3:05 am #

      I have some font work to do, I will darken it up when I make those changes! Thanks!

  45. Chakravarthi Saladi October 10, 2014 at 2:36 am #

    thanks a lot for covering concepts concisely.

  46. Carl Herman August 27, 2014 at 4:18 pm #

    Great article

  47. anusha pudota August 5, 2014 at 2:53 pm #

    Hi John,

    In this section, under Events object, it is mentioned that an event will be moved to Activities History after its end time. But here under events, it is mentioned that an event will be moved once it is past its start time. Please clarify. Thanks for the great work!

    • JohnCoppedge August 7, 2014 at 9:00 pm #

      Thanks Anusha- once the start time has passed an event will appear in history. I’ve removed this text from the page as it is covered in several other locations in the guide.

  48. chris kaussner July 10, 2014 at 5:13 pm #

    Event appears in history once Start time has passed not End time, yes?

  49. Anand Viswanathan April 24, 2014 at 8:36 pm #

    Hey John,

    Is service not a standard sales force application?

    • JohnCoppedge April 26, 2014 at 8:39 pm #

      Service = Call Center

      • Matthew Collins June 21, 2014 at 9:07 pm #

        How about “App Launcher” and “Content”

        • JohnCoppedge June 24, 2014 at 2:10 pm #

          Content is briefly addressed; I will make a note to expand and add app launcher

          • Ashley Scheller January 6, 2015 at 5:23 am #


            Have you added App Launcher?

          • JohnCoppedge January 6, 2015 at 8:18 pm #

            Added to the security section, thanks Ashley

  50. Jennifer Scanlon April 10, 2014 at 10:48 pm #

    Can you clarify if objects and tabs are the same thing?

    • JohnCoppedge April 11, 2014 at 3:46 pm #

      They are not. Tab exposes an object, VF page, or website. An object houses the underlying field structure and data.

    • tj88835 August 30, 2016 at 1:30 am #

      Hello Jennifer,

      A Tab exposes the record within the Object, whereas An Object is a model of something that exists in reality. Specifically a table of data which consists of –
      ROWS ie Records
      COLUMNS ie Fields.
      Also, the Column Headings are the Names of the Fields.

  51. Rafique Ahmed April 2, 2014 at 3:16 am #

    This is really a wonderful site and will help me to understand thoroughly in upcoming adm 201 exam.

  52. Larry Zotara March 22, 2014 at 4:45 pm #

    This is a great site and help for my upcoming exam. Thank you.

  53. Leila Dujany February 5, 2014 at 5:47 pm #

    Hi John,

    I am also curious as to why the Service Cloud is not discussed in this guide? It was featured in the first exam I took so I feel like it should be addressed here as well.

    Thank you.

    • JohnCoppedge February 10, 2014 at 3:20 am #

      Hi Leila – I’ll add this to the list of improvements to the site. This is covered in the service cloud section, but would make sense to cover in the overview as well.

  54. Sreedurga Prabhala February 2, 2014 at 11:57 pm #

    Service Cloud Objects is part of the Administrator Exam and carries 6% weightage. Why is it not discussed in this guide?

    • JohnCoppedge February 10, 2014 at 3:20 am #

      Hi Sreedurga – I’ll add this to the list of improvements to the site. This is covered in the service cloud section, but would make sense to cover in the overview as well.

    • JohnCoppedge April 26, 2014 at 11:06 pm #


  55. Josh Rosenberg January 28, 2014 at 4:05 pm #

    The first sentence in the Dashboard paragraph has a typo (missing “on”).

  56. Saikumar November 29, 2013 at 11:31 pm #

    Very very Nice material to learn concepts.


  57. Laura November 3, 2013 at 7:00 pm #

    the text for Quotes needs some editing: “Quotes can be synchronize product data from opportunities. “

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