🧩 Standard Objects and Their Relationships｜标准对象与关系说明

Object / 对象 Description (EN / 中文说明) Relationship / 关系说明（含业务逻辑）
Account Represents a company or an individual your organization does business with.👉 表示与你公司有业务往来的企业或个人客户。 🔗 One Account can have many Contacts and Opportunities.👉 一个账户可关联多个联系人与销售机会。
Contact An individual person associated with an Account; stores personal details such as name, email, phone, and title.👉 与账户相关的个人，存储姓名、邮箱、电话、职位等信息。 🔗 Many Contacts can belong to one Account.👉 多个联系人可归属于同一个Account。
Lead（线索） A potential customer identified through marketing or sales channels.👉 从市场活动或销售渠道获取的潜在客户。 🔄 When converted, a Lead becomes Account + Contact + (optional) Opportunity.👉 转换后会自动创建账户、联系人及（可选）销售机会。
Opportunity（销售机会） Represents a potential deal that moves through stages in the sales pipeline.👉 表示销售流程中跟踪的潜在交易机会。 🔗 Each Opportunity is linked to one Account, and optionally a Contact.👉 每个机会属于一个账户，也可关联特定联系人。
Campaign（营销活动） A marketing initiative to track engagement, leads, and ROI.👉 用于追踪客户参与和投资回报的营销活动。 🔗 Connected to Leads and Contacts through the CampaignMember junction object.👉 通过连接对象 CampaignMember 将线索与联系人关联到活动中。
Contract（合同） A formal agreement created after a successful sale.👉 销售成功后生成的正式合同记录。 🔗 Usually created after an Opportunity is marked Closed Won.👉 通常在机会阶段为“成交”后自动创建。
Case（客户个案） A record of customer issues, inquiries, or service requests.👉 客户反馈、投诉或服务请求的记录。 🔗 Linked to Contact and Account, often used in Service Cloud.👉 与联系人及账户关联，用于客户服务与支持场景。

🔁 📈 Common Business Flow / 常见业务流程

Lead → Account + Contact → Opportunity → Contract / Case

阶段 说明
Lead（线索） 代表潜在客户。转换后生成 Account（客户）与 Contact（联系人）。
Account 企业或个人客户，作为业务的核心对象。
Contact（联系人） Account关联的联系人，用于沟通或管理客户关系。
Opportunity（销售机会） 代表销售管道中的交易流程。
Contract（合同） 机会成交（Closed Won）后生成的正式合同。
Case（个案） 售后阶段的客户反馈、服务或问题处理。

💬 面试口语总结模板

“Salesforce provides several core standard objects that model the customer lifecycle.

A Lead represents a potential customer. When converted, it creates an Account, a Contact, and optionally an Opportunity.

An Account represents the company we do business with, and Contacts are individuals within that company.

Opportunities track potential deals, and when closed, they can generate Contracts.

Finally, Cases handle customer support or service requests after the sale.”

中文口语版：

“Salesforce 的标准对象反映了完整的客户生命周期。

线索（Lead）代表潜在客户，转换后生成账户（Account）、联系人（Contact）和销售机会（Opportunity）。

账户表示企业客户，联系人是企业内的个人。

销售机会跟踪交易流程，成交后会生成合同（Contract），

而个案（Case）则用于售后服务与客户支持。”

🧠 记忆口诀（简洁高效）

英文口诀 中文助记
Lead → Account + Contact + Opportunity → Contract / Case 线索转客户，客户生机会，机会出合同，售后管个案。
Campaign connects Leads and Contacts. 活动连接线索与联系人。
Account is the business center. 账户是整个业务的中心对象。