Overview
Understanding records and objects is crucial as they serve as the core building blocks for capturing, organizing, and accessing all user interactions and data points, which are vital for informed decision-making and creating personalized experiences. They play an important role for organizing and storing data in Salesforce CRM that aligns with the onboarding goals: Explore, Enroll, and Pay.
Official Documentation:
For step by step details of how to interact and understand Salesforce objects and their practical applications in the onboarding process refer to the Understanding Records and Objects guide.