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The document provides an overview of data modeling in Salesforce, covering key concepts such as Salesforce terminologies, objects, and fields. It explains how data is structured and organized within Salesforce, comparing it to standard relational databases. Additionally, it distinguishes between standard and custom objects, and outlines the various types of fields used in Salesforce.

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Deb M
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3 views

Data+modeling+in+Salesforce (1)

The document provides an overview of data modeling in Salesforce, covering key concepts such as Salesforce terminologies, objects, and fields. It explains how data is structured and organized within Salesforce, comparing it to standard relational databases. Additionally, it distinguishes between standard and custom objects, and outlines the various types of fields used in Salesforce.

Uploaded by

Deb M
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Data Modeling in Salesforce

Copyright © Walid El Horr 1


Data Modeling in Salesforce
• Topics covered in this video:

• Data Modeling

• Salesforce Terminologies

• Data Modeling in Salesforce

• Salesforce Objects

• Salesforce Fields

2
Data Modeling
• A Data Model is the way you store and structure your data

• A Data Model explicitly determines the structure of data

• How Data is organized across different containers

• What Data goes into each container

• What are the relationships among those data containers

3
Data Modeling
• In a standard relational database data is stored in tables.
Each Table is composed of:

• A number of Columns of a particular data type, such as


text, number, or date

• Information is stored in Rows of the table

• Tables can be related to other tables, using primary and


foreign keys.

• Apps manage information by creating, reading,


updating, and deleting rows in a table.

Copyright © Walid El Horr 4


Salesforce Terminologies
Term Description
Object • A table in the database
• 2 Salesforce Object types: standard Object and Custom Object
• Much more than tables: they are configurable, relational, reportable, searchable, and securable
Field • A place where you store a value, such as a name or an email
• Standard and Custom fields
• Standard fields like: ID, Name, Owner, Created by/date, Last Modified by/date
Record • An item you are tracking in the database
Tab • Give access to objects in Salesforce UI
App • Collection of tabs that allows you to access specific objects
Org • An abbreviated term for “organization”
• All your data, configurations, and customizations are located in an org and a user can log in to it

Copyright © Walid El Horr 5


Data Modeling in Salesforce
• The structure is very comparable to your average Excel file!

• Objects contain all the functionality you expect in a


standard database Table, with additional enhancements that
make them more powerful and versatile.

• Objects are accessed via Tabs

• Each object has several Columns, which correspond to


Fields in Salesforce

• Data is stored in Rows, which correspond to Records in


Salesforce

Copyright © Walid El Horr 6


Salesforce Objects
There are two types of objects.

• Standard Objects: These are objects


included with Salesforce, by default.

• For example, the objects used to store data


in standard tabs such as Accounts,
Contacts, or Opportunities.

Copyright © Walid El Horr 7


Salesforce Objects
There are two types of objects.

• Custom Objects: These are new objects you


create to store information unique to your
organization.

• Custom objects extend the functionality that


standard objects provide. Example: Invoice
custom object.

• You can also create any custom App using


Standard and Custom Objects

Copyright © Walid El Horr 8


Salesforce Fields
Each standard or custom object consists of a set of fields. There are several different types of fields, as described below.

• Identity Field: Salesforce automatically assigns an identity (called ID) to every object record

• System Fields: All objects have a number of read-only system fields automatically associated with their records

• CreatedDate—the Date and time when the record was created

• CreatedById—the ID of the User who created the record

• LastModifiedById—the ID of the User who last modified the record

• LastModifiedDate—the date and time when the record was last modified by a user

9
Salesforce Fields
Each standard or custom object consists of a set of fields. There are several different types of fields, as described below.

• Name Field: required field is intended as a human-readable identifier for a record. A name can be one of two types:
a text string or an auto-number field

• Custom Fields: You can define custom fields to extend the functionality of the object

10
Salesforce Fields
Each standard or custom object consists of a set of fields. There are several different types of fields, as described below.

• Relationship Fields:, to define relationships among objects

There are 2 types of Relationship Field:

• Lookup

• Master-Detail

Copyright © Walid El Horr 11


Summary
In this chapter, you have learned:

• Data Modeling in Salesforce as opposed to a standard RDBMS

• Salesforce Terminologies

• Salesforce Objects

• Salesforce Fields

12
Data Modeling

Thanks for Watching! ☺

13

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