Salesforce Case Object for Dynamic Forms
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If you were wondering, Salesforce Dynamic Forms does support standard objects like Accounts, Contacts, Opportunities, Leads, and yes, even Cases 
We thought we should let you know as there has been some confusion online.
Don’t miss out on any crucial information that you could use to take full advantage of your dynamic forms in Salesforce. Join us in the below article as we discuss multiple topics concerning standard Salesforce objects.
What are Standard Case Objects in Salesforce?
What is case object in salesforce? To get started, let’s explain Salesforce dynamic forms and standard objects!
Standard objects are the pre-built structures in Salesforce that help manage your data. You can use the Salesforce dynamic forms feature to work with your standard objects. The primary function of a standard object is to support your business functions, and are accessible to all Salesforce users. You can use standard objects to track many or all of your business workflows and processes.
For your convenience, we have created a table of standard objects that are found in Salesforce by default. These are the most common and popular standard objects, but let us know which one is the most helpful to your business processes:
| Standard Object | Description |
|---|---|
| Accounts | The Accounts standard object can be used to refer to an individual or a company that your business interacts with. You can use this standard object in Salesforce to store customer information. |
| Contacts | The Contacts standard object is often related to an account and tends to store information regarding employees, customers, or partners that are associated with an Account. |
| Opportunities | The Opportunities standard object can be used to monitor your business opportunities or even the deals you have in sales pipelines. Typical types of information stored in Opportunities are dates, deal amounts, and the stage of the agreement or business process. |
| Cases | The Case standard object is commonly used for customer support activities and helps track issues and queries. Cases can be used to store information from customer complaints, questions, or support requests. |
| Campaigns | Use the Campaign standard object in Salesforce to monitor all your marketing campaigns. You can also use this standard object to track all the responses you receive from leads or contacts from your marketing tools. |
| Products | This Salesforce standard object can be used to store all the information based on the products and services that your business provides to customers. |
| Pricebooks | Use the Pricebooks standard object to set and store prices for your products and services. |
| Contracts | This standard object can be used to store the contracts drawn up with customers, vendors, suppliers, or partners. |
| Events | The Events standard object works with all your meetings, calls, or tasks in your business. It is an excellent standard object choice for managing all your calendar events. |
| Tasks | Tasks work well with an individual’s to-do items or actions. |
Standard objects in Salesforce are the starting point for managing your business processes from within the CRM platform. However, you don’t have to use only standard objects to organize your data. With Salesforce, you get the opportunity to create custom objects and dynamic pages in your CRM platform as well. Create custom objects to suit your specific business requirements and workflows if you need them.
What is a Lead Object in Salesforce?
Lead objects are also considered standard objects in Salesforce and are used to store information on potential customers. Potential customers are often referred to as leads in the business world and represent individuals before they turn into opportunities or customers.
Where can you find Salesforce Standard Objects?
You can find your standard objects in the Salesforce platform under the Object Manager section. Do you need help finding your standard objects in Salesforce?
Follow our simple 3-step guide to find your standard objects in Salesforce:
As you saw in the table above, examples of standard objects include Account, Contact, Opportunity, and so much more. You will find all your standard objects in the Object Manager, and you can click on each of them to see information regarding their fields, related lists, and other configurations.
You can now access a list of standard and custom objects provided by Salesforce. Just a reminder here, you will have access to all the pre-built standard objects in Salesforce, but you will only have access to the custom objects that your Salesforce administrators or developers built. This is because custom objects are unique to your business requirements.
4 Benefits of Standard Objects in Salesforce
Use your Salesforce standard objects effectively with page layouts. Can’t seem to find a reason why you should? Here are 4 benefits for choosing to use standard objects in page layouts in your favorite CRM platform:
1. Solutions for Consistency
Standard objects are pre-built default structures that are familiar to all Salesforce users. When you add them to page layouts, you can create consistency across your various Salesforce modules. You can also help your staff be more productive by using standard objects in your page layouts. As they are already familiar with standard objects, they do not need to adjust or learn how to work with these data structures. Your business will be able to save on time and money usually allocated to upskilling staff on software updates.
2. Custom Solutions for your Developers
When you choose to use standard objects in your page layouts, your Salesforce administrators and developers get to save time during setup since they do not need to build page layouts from scratch. This is thanks to the predefined page layouts that come with choosing standard objects. Your Salesforce administrators and developers can now spend more time customizing your existing designs that match the requirements of your business.
3. Mobile Ready
One of the most significant advantages of choosing standard objects for your page layouts is that they are responsive in nature! Your page layouts will be accessible on various screens, such as desktops, tablets, and smartphones. Standard objects can automatically re-size content to fit into these screens to enhance user experience and have your data accessible to you when you need it.
4. Standard Objects are Official and Taken Seriously
As standard objects belong to Salesforce, you can trust that they integrate with all your other favorite Salesforce features. Standard objects are known for working well with workflows, reporting features, dashboards, and various tools for automation. Due to their popularity and the consistency that they offer, 3rd-party Salesforce apps and tools also tend to support working with standard objects.
Salesforce Dynamic Forms | The Best Way to Work with Data
From these 4 helpful points, we can see that Salesforce standard objects go the extra mile in creating professional page layouts that let you view your most relevant data, which greatly streamlines your workflow processes. Faster workflows mean your business teams can increase their work productivity while engaging with a custom interface that is well-organized and easy to use.
Let’s Celebrate Data Management Together
Thank you for reading our article on Salesforce dynamic forms and standard objects. If you want to know more about how you can extend your Salesforce dynamic forms feature or digital experiences, feel free to contact us on one of our social media channels below.
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