- Import
- Export
| Section | Object | Description |
|---|---|---|
| Core CRM Objects | Leads | Potential customers or prospects |
| Contacts | Individual people associated with an account | |
| Accounts | Companies or organizations you’re doing business with | |
| Opportunities | Potential revenue-generating deals | |
| Campaigns | Marketing efforts to generate leads and opportunities | |
| Custom Objects | Tailored objects specific to your Salesforce org | |
| Cases | Customer support and service requests | |
| Sales & Revenue Objects | Opportunities | Sales deals |
| Opportunity Products | Products or services associated with opportunities | |
| Orders | Confirmed purchases | |
| Order Products | Items or services included in orders | |
| Products | Items or services being sold | |
| Pricebook Entries | Pricing information for products | |
| Assets | Purchased products in use by customers | |
| Contracts | Legal agreements with customers | |
| Engagement & Communication Objects | Tasks | To-do items related to CRM actions |
| Events | Scheduled calendar events or meetings | |
| Notes | Internal notes related to records | |
| Email Messages | Email communications | |
| Marketing & Lists | Campaign Members | Links between leads/contacts and campaigns |
| Campaigns | Marketing initiatives | |
| Operational & Reporting Objects | Reports | Structured representations of Salesforce data |
| Dashboards | Visual summaries of key metrics and data | |
| Audit Trail | Logs of configuration changes |