Sunday 19 August 2018

Salesforce Opportunity VS Custom Object

Constraint : 

Opportunity object is been used by many other projects in same production server
& Requirement is to upload the data into that object 
& Not required any standard Opportunity functionality like stages,forecast,relation ships to Products/Price Books / Quotes



Opportunity
Custom Object
More control
No
Yes,
Since it’s new there will not be any dependency on
  • Existing Settings
  • Code
  • Workflows
  • Process Builder
  • Triggers
  • Current functionalities
Data Import Wizard
No
Yes,
  • Since we have requirement of data upload OOB can be leveraged.
  • We can avoid code maintenance of custom built going forward
Rename Tab
Yes,
But same object is used by other teams not allowed to rename
Yes
Field Tracking History
Yes,
The limit is 20 and other teams already used that,So not possible.
Yes
Readily available stages
Yes
No
Probability Calculations
Yes
No
Indirect Lookup relationship Allowed as parent object
Yes
Yes
External Lookup relationship Allowed as child object
Yes
Yes
Account  Direct Relationship
Yes
No
Contact Direct Relationship
No
No
  • Forecast
  • OpportunityContRole 
  • Campaigning
  • Opportunity splits
  • Special relationship with Account and contact / Products / Pricebook / Quotes
Yes
No
Note :
Salesforce Unlimited license supports : 400 Custom Objects

No comments:

Post a Comment