How to Create Salesforce Data Modeling?

Salesforce is one of the best CRM tools that involve storing, processing, securing, and analyzing critical business data. However, successful data analysis lies in breaking down and organizing business data in an easy-to-understand manner. And this is where Salesforce data modeling is critical for every user. In this blog, we will learn how to create data modeling in Salesforce.

What is Data Modeling in Salesforce?

Data modeling in Salesforce is the process in which data sets are structured within the database to make them easy to understand and accessible to anyone viewing them. To put it simply, it enables you to make sense of the database you have in your CRM system. At the same time, it helps build specific relationships between various fields and objects in Salesforce. These are crucial in performing different activities for customer relationship management.

Salesforce data modeling

Through data modeling, you can represent tables in different databases in a comprehensible form. These tables help us understand the relationships between various objects. Typically, a database table and object are similar. An object comprises fields, which are considered columns of a table. On the other hand, a table’s single row is known as a record. Salesforce data modeling is a collection of objects.

What are Different Types of Objects?

Salesforce supports different types of objects. These include:

  • Standard objects: These are created by Salesforce and used for CRM. The objects related and regular to CRM come built-in with Salesforce.
  • Custom objects: Users can create custom objects based on their unique requirements. You can store custom objects in 4 fields:
  • System: It provides read-only information such as who created and edited the record.
  • Name: It is a mandatory field that includes an auto number and text.
  • Identity: It is an individual identifier of 15-18 characters long and automatically generated for each record.
  • Custom: Any field you add apart from the above-mentioned is called a custom domain, and comes with custom data.
  • External objects: These allow adding external data in Salesforce. However, you will need specific object relationships to use external objects.

 Different Object Relationships

During Salesforce data modeling, you can establish certain relationships between two or more objects. These allow for performing different processes during data structuring.

  • Lookup relationship: This allows one Salesforce object to access another easily. You can establish two types of Lookup relationships: one-to-one and one-to-many. However, the objects connected via this relationship may or may not connect to each other.
  • Master-detail relationship: In this type of relationship, one of the objects is the master and the other is the detail object. The master object continuously monitors the behavior of the detail object. Before you can store the detail object in the database, you have to mention the master-detail. Here, the objects are strongly connected to each other.

Salesforce Data Modeling

How to Create a Custom Data Model Object?

Data modeling in Salesforce requires using more standard objects and fewer custom objects. However, you can use the latter when the standard data models do not fulfill your business needs. The following steps will help you create custom data model objects (DMOs) from scratch, from another DMO or from a file.

  • On the Data Model tab of your Salesforce CRM, click New.
  • Choose the preferred method of Salesforce data modeling DMO creation. If you building from scratch, select New and click the option Next.
  • Provides necessary details for Category, Object Label, and Object Description. The Object API Name will remain auto-filled. Other fields that are added here are the Data Source, Internal Organization, and Data Source objects.
  • Next, click the option Add Field to include a field

- Provide specific details for Data Type, Field API Name, and Field Label

- Choose a primary key field

- Enable value suggestion for the field as an option

  • Click Save

Your custom DMO is now ready to use.

Importing and Exporting Data to and From Your System

For effective data modeling, seamless export and import of business-critical data are crucial. To facilitate this process, Salesforce provides certain tools, such as Data Loader, Data Import Wizard, and Data Export Wizard.

what is Salesforce Data Modeling

Conclusion

Salesforce data modeling is an integral step of modeling business-critical data present in your database. During the process, you are required to use different objects and relationships among these objects. Make sure you choose the right Salesforce partner who can help with the process of data modeling.

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