Advanced Data Modeling in Salesforce
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Understanding data modeling is fundamental to understanding Salesforce. This course will teach you about standard and custom objects, object relationships, and how to decide when objects and specific relationships need to be created.
This course will break down data modeling into easy-to-understand concepts, and demonstrate how to configure data modeling in a Salesforce Org. In this course, Advanced Data Modeling in Salesforce, you will learn when to create custom objects and how to create relationships between objects to meet business needs. First, you will explore recognizing the need to create custom objects and how to create them. Next, you will discover how to determine what relationships those custom objects need to have with other objects. Finally, you will learn how to determine whether to use Lookup or Master-detail fields in object relationships, and when and how to use filters. When you are finished with this course, you will have the skills and knowledge of advanced data modeling needed to configure and customize any Salesforce Org.
Author Name: Jeff Susich
Author Description:
Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant, and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011. He started using Salesforce as a user and self-taught system administrator. He took on a role as Senior VP of Sales and Marketing and found to his dismay that the company sales and support processes were being managed by paper files. Thus began his Salesforce.com bapti… more
Table of Contents
- Course Overview
2mins - Getting to Know Schema Builder
9mins - Choosing Object Relationships
11mins - Using Lookup and Master-detail Filters
5mins - Junction Objects
10mins - Understanding Converting Relationship Fields and Data Skews
9mins - Overall Summary
3mins
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