Best Explained: Schema Builder In Salesforce & It’s Uses with example.

Salesforce Schema Builder

Hello, Friends, I am very happy to tell you all with this useful information. This post is only for Beginners. And for the experienced persons, this post helps them to refresh the things which they already know.

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions

The various objects and their relationships of a Salesforce application can be easily viewed using the Schema builder. And just not viewing, but we can also design, modify and implement new data models using schema builder.

Schema builder has a drag and drop interface which is used to perform all the activities. It shows all the relevant details like – field values, data types, relationship with directions etc.

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Accessing Schema Builder

From Setup Home, navigate to Objects and Fields → Object Manager → Schema Builder.

Salesforce Schema Builder

Viewing Objects

We can see the various objects by selecting them from the left pane. The Element tab represents fields and relationships while the Objects tab represents the standard as well as custom objects.

We have selected three objects named – Account, Delivery Schedule and Delivery Location as shown in the following screenshot.

Important
ImportantWhen you click Auto-Layout, you can’t undo it.

Changing Objects

We can work on various schema objects by showing them in the canvas in the right pane. We can only modify the custom objects and cannot modify the standard objects as they are part of the Salesforce platform structure.

In the following screenshot, we can see various actions we can take on the custom schema objects.

Note: Objects created outside of Schema Builder, such as through an app or the API, don’t automatically display on the canvas. Select the checkbox for the object created outside Schema Builder to display it on the canvas.
Important
ImportantIf your schema contains many objects and fields, loading can take a long time. Click Hide Relationships to improve Schema Builder performance.

Creating Objects

We can create new objects using the schema builder. Go to the ElementsTab. Drag the element named Object into the canvas. It prompts you to fill in the details of the object.

To know more related to Schema Builder Click Here…

Best Explained: Salesforce Classic VS Lightning Experience?

EXAMPLE OF SCHEMA BUILDER:

1. Go to Setup –> Schema Builder.

 

2. Drag and drop Object.

Salesforce Schema Builder

3. Save the object with details.

Salesforce Schema Builder

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4. Add a field by drag and drop.

Salesforce Schema Builder

5. Save the field.

Salesforce Schema Builder

Output:

Salesforce Schema Builder

Must Read: TwoFactor Authentication In Salesforce / Best Salesforce Security Guide.

Stay tuned to salesforceupdates.com for more updates.

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