Salesforce Schema Builder is a tool in the Salesforce platform that allows users to view and modify the schema, or structure, of their organization’s data. With Schema Builder, users can create and edit custom objects and fields, build relationships between Salesforce objects, and watch a graphical representation of the schema. This tool is useful for both administrators as well as developers for personalizing the data model of the Salesforce ORG. It helps in understanding the relationship between objects and fields. With Schema Builder, you can easily build and maintain custom apps and integrations.
How to access Salesforce Schema Builder?
To access Salesforce Schema Builder, follow these steps:
Step-1: First, log in to your Salesforce account.
Step-2: Then, click on the gear icon in the top right corner of the interface and select “Setup“
Step-3: In the “Quick Find” box, enter “schema builder” and select “Schema Builder” from the result. This will open the Schema Builder tool, where you can view and modify the schema for your ORG’s data.
Note: You need the appropriate permissions to access and use Schema Builder. If you do not see the “Schema Builder” option in the Setup menu, you may not have the necessary permissions or your administrator may have disabled access to the tool for your user profile.
Create an Object using Salesforce Schema Builder:
To use Schema Builder to add a custom object to your schema, follow these steps:
Step-1: Firstly, open the Schema Builder page in your Salesforce ORG.
Step-2: Then, Click the “Elements” tab from the left sidebar of the page.
Step-3: In addition, drag the “Object” and drop it in the canvas. This opens the “Create New Object” dialog box.
Step-4: In the dialog box that appears, fill up the fields with the respective information like Label, Plural Label, Object Name, Record Name, Data Type, etc.
Step-5: Besides, you can also allow Reports, Activities, and track Field History as per your need.
Step-6: Finally, click the “Save” button to create the object. Now, this object appears on the canvas of the schema builder page.
Create a field using Salesforce Schema Builder:
To use Schema Builder to add a custom field to your schema, follow these steps:
Step-1: Firstly, open the Schema Builder page in your Salesforce ORG.
Step-2: Then, click the “Clear All” link from the left sidebar of the page.
Step-3: Thereafter, check the object for which you want to create a new field.
Step-4: Now, Click the “Elements” tab from the left sidebar of the page.
Step-5: Then, choose a data type for the field and then, drag it on the object you selected for creating a field. This opens the “Create Field” dialog box.
Step-6: In the dialog box that appears, fill up the fields with the respective information like Field Label, Field Name, etc.
Step-7: Besides, you can also make the field “Required“, and “Unique“, and set an “External Id” as per your need.
Step-8: Finally, click the “Save” button to create the field for the selected object. Now, this field will appear on the object present on the canvas.
Conclusion:
Schema Builder allows users to visualize and manage the structure of their Salesforce data. It saves users time and effort in organizing and maintaining their Salesforce data. Additionally, it helps users to understand the relationships between different objects. Also, It helps to use relationships for creating more effective reporting and analysis. Overall, the Salesforce Schema Builder is worth exploring for anyone looking to improve their data management skills.
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