4. Data Vs Meta Data
Records stored
Can be moved
(Create or update)
using data loading
tools
Data Configuration, Object
Field Definition
Can be moved within
orgs by deployment
tools
Meta
Data
5. Data Model
• The objects provided by salesforce.com
• We can introduce new fieldsStandard Object
• The objects created by us
• We can introduce new fieldsCustom Object
• Stores Processes related information
• Data model not updatableSystem Object
• These are custom objects only that are used to map the
data outside the organization or external to your firm.
• We can introduce the fields to get the desired data
External Object
• Big objects allow you to store and manage a massive
amount of data on the Salesforce platform
• Standard big objects and Custom big objects
Big Object
6. Relationship Type
• It is a strongly coupled relationship among Salesforce objects
• Master Control ChildMaster-detail relationship
• It is a loosely coupled relationship among Salesforce objects
Lookup relationship
• Related to the itself
Self-relationship
• Link an external object to a parent external objectExternal lookup relationship
• Links a child external object to a parent
Indirect lookup relationship
• Link a child record to multiple parents
• Through a Junction Object
Many-to-many relationship
(junction object)
• Possible in User
Hierarchical relationship
7. Formula
Auto number
Roll-up Summary
Lookup Relationship
Master-detail relationship
Checkbox
Date
Date/ time
Field Types
Number
Picklist
Text
Text Area
Text area (Long)
Text Area (Rich)
Text(Encrypted)
address
Picklist (multi-select)
URL
Percent
Phone
Geolocation
Currency
Email
When a object created certain set of
fields will be created along with
8. Field Configuration
# Visible Lines
Calculation Options
Child Relationship Name
Data Type
Decimal Places
Default Value
Display Format
Encrypted
External ID
Required
Filter Criteria
Help Text
Latitude and Longitude
Display Notation
Length
Mask Type
Related List Label
Roll-Up Type – sum,min,
max
Starting Number
Unique
9. Create and Verify the Data Model
Button Clicks
Object
Manager
Schema
Builder Required
Metadata
service
Dynamically
Create
Code
Prefer to use object Model
10. Record Type
Same Data model but different view
• Choose fields for each view – No need new fields
• Choose options in picklist – Can use one field and choose values for display
17. Roles to get into the industry??
Beginner
Developer from another technology
Own a business
About to Start a business
Hinweis der Redaktion
Auto number : when auto number data types is selected a system-generated sequence number that uses a certain display format that we define. Auto generated number will be increment for every record we create.
Formula : When Formula data type is selected we are able to derive different Formula expressions that derives values. The formula field is updated every time when there is a change in source field. It is a read-only field type.
Roll-up Summary : Roll-up Summary is also a read-only field type. By using this Roll-up Summary data types we are able to make some mathematical calculations like Sum, Minimum, Maximum values of a afield in a related list or the record count of all records listed in a related list.
Lookup Relationship : This type of Data type links two objects. we can link on object to another object by Lookup relationship. This data type field allows user to select a value from popup list.
Master-detail relationship : Master-detail relationship also links two objects but it creates a special type of parent-child relationship between the two objects.