salesforce-data-model
Salesforce Data Model
Salesforce's data model is built on standard objects (Leads, Accounts, Contacts, Opportunities), their relationships, and custom objects you add. The Salesforce model is more complex than HubSpot's because Salesforce separates Leads from Contacts (the lead conversion model) and supports deeper customization. Getting the object architecture right prevents the most expensive Salesforce mistakes: broken reporting, orphan records, and data migrations that take months.
The principle: Salesforce is infinitely customizable. That's the risk, not the benefit. Every custom object, field, and automation adds maintenance debt. Build the simplest model that supports your sales motion and resist the urge to over-engineer.
The Core Objects
Lead
A Lead is an unqualified person who hasn't been associated with an Account or Opportunity yet. Leads live in their own table, separate from Contacts.
| Field category | Key fields | Purpose |
|---|---|---|
| Identity | Email, Name, Company, Title, Phone | Identification and dedup |
| Source | Lead Source, Campaign Member, UTM fields (custom) | Attribution |
| Qualification | Lead Status, Lead Score (custom), ICP Tier (custom) | Routing and prioritization |
| Ownership | Lead Owner | Assignment and accountability |