Salesforce data model
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The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
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Salesforce data model
- 1. No Code Data Model Salesforce World's #1 CRM 9th of November 2019
- 2. Jean Brenda Soundaralingam BSc IT , BSc ENCM, MSc Comp. Sci. , MBA Consultant – Salesforce | Visiting Lecturer | Salesforce Application Architect Contact: Email : jeanbrenda88@gmail.com
- 4. Data Vs Meta Data Records stored Can be moved (Create or update) using data loading tools Data Configuration, Object Field Definition Can be moved within orgs by deployment tools Meta Data
- 5. Data Model • The objects provided by salesforce.com • We can introduce new fieldsStandard Object • The objects created by us • We can introduce new fieldsCustom Object • Stores Processes related information • Data model not updatableSystem Object • These are custom objects only that are used to map the data outside the organization or external to your firm. • We can introduce the fields to get the desired data External Object • Big objects allow you to store and manage a massive amount of data on the Salesforce platform • Standard big objects and Custom big objects Big Object
- 6. Relationship Type • It is a strongly coupled relationship among Salesforce objects • Master Control ChildMaster-detail relationship • It is a loosely coupled relationship among Salesforce objects Lookup relationship • Related to the itself Self-relationship • Link an external object to a parent external objectExternal lookup relationship • Links a child external object to a parent Indirect lookup relationship • Link a child record to multiple parents • Through a Junction Object Many-to-many relationship (junction object) • Possible in User Hierarchical relationship
- 7. Formula Auto number Roll-up Summary Lookup Relationship Master-detail relationship Checkbox Date Date/ time Field Types Number Picklist Text Text Area Text area (Long) Text Area (Rich) Text(Encrypted) address Picklist (multi-select) URL Percent Phone Geolocation Currency Email When a object created certain set of fields will be created along with
- 8. Field Configuration # Visible Lines Calculation Options Child Relationship Name Data Type Decimal Places Default Value Display Format Encrypted External ID Required Filter Criteria Help Text Latitude and Longitude Display Notation Length Mask Type Related List Label Roll-Up Type – sum,min, max Starting Number Unique
- 9. Create and Verify the Data Model Button Clicks Object Manager Schema Builder Required Metadata service Dynamically Create Code Prefer to use object Model
- 10. Record Type Same Data model but different view • Choose fields for each view – No need new fields • Choose options in picklist – Can use one field and choose values for display
- 11. Activity
- 13. Path
- 15. Certification
- 17. Roles to get into the industry?? Beginner Developer from another technology Own a business About to Start a business
Editor's Notes
- #8: Auto number : when auto number data types is selected a system-generated sequence number that uses a certain display format that we define. Auto generated number will be increment for every record we create. Formula : When Formula data type is selected we are able to derive different Formula expressions that derives values. The formula field is updated every time when there is a change in source field. It is a read-only field type. Roll-up Summary : Roll-up Summary is also a read-only field type. By using this Roll-up Summary data types we are able to make some mathematical calculations like Sum, Minimum, Maximum values of a afield in a related list or the record count of all records listed in a related list. Lookup Relationship : This type of Data type links two objects. we can link on object to another object by Lookup relationship. This data type field allows user to select a value from popup list. Master-detail relationship : Master-detail relationship also links two objects but it creates a special type of parent-child relationship between the two objects.