4. What is Salesforce ?
• Salesforce is a top-notch CRM application built on the Force.com platform.
• It can manage all the customer interactions of an organization through different media,
like phone calls, site email enquiries, communities, as well as social media.
• Salesforce handles all the customer relationships, by focusing on the sales, marketing and
support processes. This is done by working with the standard objects (Shown below), and
facilitating the relationships between them. Introduction to Salesforce
5. Data Modeling
Standard Data Model
▪ Standard Objects
Account
Contact
Lead
Opportunity
Case
…
▪ Standard Fields
Id
Name
CreatedBy/Date
LastModifiedBy/Date
OwnerId
IsDeleted
…
7. Object Relationship
Object relationships are a special field type that is created to link Objects
with each other.
Due to the relationship user can view the records.
They can see the related list to that records.
For example, By creating a custom relationship field on the object, we can
define different types of relationships.
There are two main types of object relationships: lookup and master-detail.
8. Master-Detail Relationship
Master-Detail relationship is one type of relationship which forms a tight bond
relationship between a parent object and a child object.
Child records should always be associated with a parent they cannot remain orphans.
Cascade record deletions. When a parent object record is deleted all its child records
get deleted automatically.
Standard Objects aren’t allowed to be used as details (Child object). A detail object,
for example, cannot be an account.
The master-detail relationship fields are required on the page layouts of the detail
object.
Roll-up Summary fields can be created on the Master object(Parent Object.)
Child record inherits all security and sharing settings from its parent record.
9. Lookup Relationship
Lookup relationship is one type of relationship which forms a loose bond
relationship between a parent object and a child object.
In lookup, Child records need not be associated with a parent.
No Cascade record deletion happens.
Read more about Object relationship in Salesforce at the Blueflame Labs,
the salesforce consulting partners.
10. Schema Builder
Schema Builder is a tool that lets you visualize and edit your data model.
It’s useful for designing and understanding complex data models