Model your Salesforce Data

Introductions are fun and this time around we will be scratching the surface a little more to understand how data can be modeled on Salesforce. In this session, we will learn about the difference between Standard and Custom Object, Different data types in Salesforce, and Lookup vs Master Details relationship.

What are Objects in Salesforce

  1. Salesforce Objects are like DB tables
  2. We use them to store persistent data
  3. It has additional properties and features

Standard VS Custom objects

Standard Objects Custom objects
Standard Objects are out of box: The objects provided by Salesforce is called standard objectsAre user defined : The objects created by us are called custom objects
API names of standard objects does not ends with __c API names of custom objects ends with __c
Limited CustomizationFully Customizable
Example of standard object are Account, Contact & User Example of custom object name is Employee__C or Department__c

Lookup VS Master detail

Master Detail Lookup
This is parent-child relationship This links two objects together
Detail object is deleted when Parent is deleted No effect on linked records
Parent can have Roll-Up Summary fields Roll-Up Summary field are not available on lookups
Detail record must have Master record reference Reference to linked record is optional
The detail record inherits the sharing and security settings of its master record. Both linked records have independent sharing and security settings

Model your Salesforce Data Session

Further Reading

Please try below Trailhead module for further learning :-

  1. Data Modeling
  2. Build a Data Model for a Recruiting App
  3. Build a Battle Station App

Here is the playlist link for all recordings. Please check Episode 3 to learn about “Customizing the User Interface“.

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10 Comments

  • Hi do I need to register for each episode or session individually?

    • Attendees need to register for each occurrence to attend

  • Sorry About Wrong number on PPT. Here is updated limit for master detail and lookup in salesforce.

    NOTE: Master-Detail Relationship Fields, per Object (Standard or Custom) –> 2

    Total Relationship Fields (Master-Detail + Lookup), per Object (Standard or Custom) –> 40

  • i have missed section 2,3,4 so what can i do

  • i have missed my 2nd session ,so can i get it ,

    • Here is recording of session 2

  • There are total of 40 Relationship on each object max 2 MD and 38 lookup relationships.

  • How do i get PPT for the recording classes

  • Hi, I live in a different country where the time difference between India and my place is 12 hours. I got an email regarding the salesforce admin workshop. would it be possible to reschedule the workshops 9PM EST time? This is just a request. I definitely can understand if its not possible.

    Thanks for the recordings.

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