|In this Salesforce Data Model, you'll learn|
A data model is defined as a method to represent tables in the database in an understandable human language. Tables in the database are used to understand the relationships among different objects.
From a database point of view, a table and object are similar, fields present in the object are considered as a column of the table and a single row of this table is considered as a record. Data Model is a collection of objects.
Various types of objects are supported by salesforce; they are:
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Standard objects are created by salesforce, and they are used by the salesforce CRM. Objects which are regular and related to CRM are already present in the salesforce.
When standard objects are not able to meet the business requirement or need, then custom objects come into the picture. Customers create custom objects according to their requirements. Custom objects can be like student objects, property objects, etc.
The information related to objects can be stored in four types of fields, they are
It is considered as an individual identifier that is generated automatically for each record, and it is 15 to 18 characters long.
This field is considered a read-only field because this field provides read-only information. It provides information like who created the record and who edited the record.
This is the only mandatory field for custom objects which is filled by text or auto number.
Any field apart from the above-mentioned fields is called a custom domain, and this field has a custom data type associated with it.
If anyone wants to use external data in the salesforce, then through external objects, we can do that. We will use certain object relationships to implement external objects.
Salesforce supports two types of objects relationships; they are:
When two objects are connected through a Lookup relationship, then fields of one object can be accessed by another object. Lookup relationships are implemented in two ways: 1) one-to-one and 2) one-to-many. Objects which have Lookup relationships are sometimes connected, and sometimes they are not connected.
When two objects are connected through a Master-Detail relationship, one object will be the master, and the other object acts as its detail. In other words, we can say that one object is a parent and the other object is a child.
In this relationship, the behaviour of the child object is monitored by the parent object. A child object must mention its parent object before storing it in the database. The relationship between child and parent object is so tight in such a way that when the parent object gets deleted, then the child object must be deleted.
For more information read our Salesforce Tutorial
Junction objects come under Custom objects which can link or connect two objects. Junction objects connect two objects through a Master-detail relationship.
Creation of Custom Objects
Go to Setup
Type objects in the Quick Find box, when the object appears to click on it.
When we see a new custom object option, then we have to click on it.
Custom object wizard will appear, and it will assist you in the custom object creation process.
In the above screenshot, we can see how a custom object is created by filling the required fields,
When we reach the bottom of the page, we can see an option called "Launch New Custom Tab Wizard after saving this custom object" through this option we can create Tab for the new custom object.
Relationships in External Objects
1. Lookup Relationship
This relationship connects a child custom, external or standard object to parent custom or standard object.
2. External Lookup Relationship
This relationship connects a child external, custom or standard object to a parent external object.
When you know how the data is used, we can model that data. One of the best procedures for data modelling is to reduce custom objects and use more standard objects. This procedure is not applicable when we have to store integrated data.
When we have to load external data into the standard object, then we have to see how the data is used in the standard objects.
|Want to learn more about creating a data model in Salesforce, then read our Frequently Asked Salesforce Interview Questions and Answers blog|
Salesforce or any other CRM is data-oriented, thus it is the environment's responsibility to manage the data issues like importing or exporting data. To maintain the data, various built-in features are present in salesforce they are:
In Salesforce, we can import the data by following two techniques.
Data import wizard
This technique is used when we have the import size within 50000 records. It contains a plain interface for parameter configuration and for comparing the fields saved in a file.
Data Loader is a client application that is used to load data up to 5 million records. Any type of file or object is loaded using the data loader. Through this technique data loading and field, mapping tasks are automated.
Importing and exporting data is not as simple as it looks; several tasks like pre-import, Postimport. Pre Export and Post export are present in the import and export of data.
Related Article: Salesforce Data Loader
Steps to be taken for data importing are as follows:
For data exporting purposes, we have some trusted third party applications like data loaders. The natural data export allows you to export all the data into the salesforce. To go to the data export wizard, we have to type data export in the find box and click on the data wizard.
When we reach the data export home screen we can see two options, first one is export now which starts the exporting of data immediately, and another option is schedule export which makes the data exporting automated and it makes the data exporting a repeating event.
When the export procedure is completed, a file link is given along with the exported file. The format of that file is zip format, and it can be downloaded to the local machine from there.
For scheduling the data export, we have to click the schedule data export button present on the home screen of the data export. We can select the frequency of the data export with the help of the day of the month and span of this service.
In Salesforce, Data modelling is used to model the data present in the database. To understand the relationship between the objects we use tables. In data modelling, we will have different types of objects and different relations among those objects. Salesforce professionals have to study data modelling to handle the data.
In the next topics, we will discuss in detail “Report building in Salesforce”. Keep following us for more information on Salesforce Administration.
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Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.
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