How To Create Data Modeling In Salesforce?
What is a Data Model?
A Data model is defined as the architectural structured way of storing data in an application. Salesforce platform provides with a standard model which allows you in customising the data models for custom functionality.
The standard data model is configured and accessed in the salesforce area (Org) under the Setup→ “Customize”. If you want to add a custom field to the standard data model, you can add it by customising the data model. By the custom data model creation, you are creating a place to source your data that does not exist before.
The term data model is mentioned, as to create a separation between the data model, UI, and Business logic. Salesforce provides the UI, and Business logic whenever you create a data model, which means a new object or table in the Salesforce Org. The 3 components UI, Data Model and business logic are referred to MVC as the above 3 components are the underlying architecture that Salesforce uses.
Data Modeling: Give your data a structure - fields, objects, and relationships in Salesforce Org.
1. How To Create An “Object or Table” In Salesforce?
Object: Object is nothing but a table in DataBase. In Salesforce, the table is defined as:
- Table >> “Object”
- Row >> “Record”
- Column >> “Field”
Note: Objects do not have direct access as “Table” structures in .Net, Java, Oracle etc. Due to security reasons, Salesforce do not provide direct access to the DataBase.
After logging In >> Go To “Setup” >> Build >> Create >> Objects >> click on “New Custom Object”.
Fill in the red coloured Fields or Labels in the screen as shown below in the figure.
Label: “Naukri.com JobForm” ( As our client is Naukri.com as discussed in the earlier topics)
Plural Label: “Naukri.com JobForms” ( It is displayed in the Tab Form on the screen, So it should be named in the [“Plural Format” - which has multiple entities]).
As shown in the below figure. Select “Auto Number” from the “Data Type”(Field) and fill the below fields accordingly.
Display Format: Form-(0), (The number format for identification purpose of individual record).
Starting Number: 1, ( Numbering should start from this ‘1’)
Reach to the bottom of the page and in “Object Creation Options” - Section - Select >> “Launch New Custom Tab Wizard after saving this custom object” >> For “Tab” Creation and Hit the “Save” >> Button.
With the selection of the above “New Custom Wizard”- Button, we need to continue with 3 more steps for custom look of the “Tab” as shown in the figure.
Step1: In the step no 1, select only “colour/style” as shown in the figure.
After colour selection >> click on “Next” button.
Step2: In this step we have 2 options for visibility of the “Tab” for profiles.
If we select the first option, we can customize according to our requirement which applies for the whole “Users or Profiles” so that customised “Tab” is available.
If we go for, the second option it applies for individual “Profiles or Users”. All the below gets enabled, you can select individually for each user for the availability of the tabs or select it under the “+” symbol available on the Tab Section.
Note: “+”, a the top right besides “Home” defines the “All Tabs”. Based on the selection of “Default On or Default Off” option, the tab will be available to that particular User or Profile.
“All Tabs” defines each and every tab in your organisation.
If we go with 3rd option “Tab Hidden”, it will be never visible to the User or Profile.
Step3: “Add to custom apps” >> Choose the custom app for visibility. (eg - Naukri.com App) >> select “Save” to proceed.
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“Tab Hidden” is used when the profile or user is not be able to access the information, but should have view only access. In this scenario, we can use “Tab Hidden” option.
Let us proceed by selecting the first option and by giving the access to all as “Default On
”. Proceed to “Next
Step3: In this step, we need to select for tab view in all applications. We can customise based on our requirement. “Naukri.com” is the app we have created. So, it should be visible under “Naukri.com App”. So, deselect all the checkboxes and select only the required checkbox i.e., “Naukri com App”. Proceed to “Save” the selection.
Now, the table or object is ready!
3. How To Create Field In Salesforce?
Fields help us to enter the data into the Salesforce. Fields are like columns of a table
Steps To Create Fields:
After logging In >> Go To “Setup” >> Build >> Create >> Objects >> Select object >> Custom Fields >> New
This is also called as Object Definition Page(ODP) or Object Detail Page. It defines each point about the object, created by, date, time, etc.
Standard Fields: Standard fields are created by default when ever we create an “Object” in Salesforce
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As, per our requirement, we need additional fields as we can not proceed with standard fields. So, we go for “Custom Fields & Relationships” section >> Click On “New”.
Step1: Custom Field Type selection, In this step, we have to select the field type in which we enter the data, and then “Next”.
Select the type >> Next.
Please select “Text” from the below list and proceed with “Next”.
Step2: Enter the details of the custom field as shown in the below figure.
Step3: Need to select the visibility option for the profiles, which can access and who can not access the fields can be defined at step 3 >> and proceed with “Next” button.
Step4: In this step, we have predefined selection of - “Add Field” for page layout to show fields. Proceed by clicking the “Save” button.
Successfully, you have created the field. The below figure shows it.
Next, Go to Naukri.com App page >> click on “New” >> add the record with desired entry name >> save.
In the next topics, we will discuss in detail about “Reports and Types Of Reports in Salesforce” . Keep following us for more information on Salesforce Administration.
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