This document discusses Salesforce (SFDC) data models, focusing on object relationships such as master-detail, one-to-many, lookup, and polymorphic relations. It details querying techniques using SOQL to handle tasks and events, including fetching deleted records and tracking metadata history. Additionally, it highlights security and permissions related to access and interactions with SFDC data, alongside examples of how to use the Salesforce API for data manipulation.

1. SFDC Data Models for Pros -
Simplifying The Complexities
​ Baruch Oxman
​ R&D Manager, Implisit
​ @implisithq, @baruchoxman

2. Baruch Oxman
R&D Manager

3. Implisit – Intro & Motivation

4. Implisit – Intro & Motivation
Data Entry, Insights
& Analytics
Standalone UI
Real-time SFDC
Data interaction
Offline SFDC Data
Processing

5. Connected App UI

6. In this session
Object Relationship
Types
Polymorphic
Relations
Security &
Permissions
Deleted RecordsMetadata
History Records

7. Objects Relationships

8. • Master-Detail
• One-to-Many
• Lookup
• Many-to-Many
• Polymorphic relations
Object Relations

9. • Closely linked objects
• Detail extends the master
• Owner of master owns the child record
• Example:
• Custom “AccountDetails” object, extending Account
Master-Detail Relationship
Master
Detail

10. One-to-Many
Opportunity
Opportunity
Competitor
Opportunity
Competitor
Opportunity
Competitor

11. Lookup
Account
Contact Contact Contact

12. Many-to-Many
Contact Lead
Campaign Campaign
Task Task
Contact Contact

13. Many-to-Many
CampaignCampaign Contact Contact
Campaign
Member
Campaign
Member
Campaign
Member TaskRelation TaskRelation TaskRelation
Task TaskLeadContact

14. Tasks & Events

15. Polymorphic Relations

16. Polymorphic Relations
Task Attachment
Contact/Lead
Opportunity/Case/
Account
Opportunity/Case/Account/Contact/Lead/…
WhatId WhoId ParentId

17. Challenge

18. ​ SELECT Subject, Account.Name, Who.Company FROM Task
Error: “No such column 'Company' on entity 'Name'…”
Naïve Approach

19. 1. SELECT Subject, Account.Name, WhoId FROM Task
2. SELECT Company FROM Lead WHERE Id IN <WhoId list from previous query>
1st option: 2 SOQL queries

20. ​ SELECT Subject, Account.Name,
TYPEOF Who
WHEN Lead THEN Company
END
FROM Task
• Developer preview, to enable - contact Salesforce
2nd option: TYPEOF

21. ​ SELECT Id, Company,
(SELECT Id
FROM Tasks
WHERE <tasks filtering condition>)
FROM Lead
Nested SOQL Query

22. ​ { 'totalSize': 2,
​ 'records': [
​ {'Company': ‘Salesforce.com', u'Tasks': None, u'Id': u'00Qd0000007Q36GEAS'},
​ {'Company': ‘Implisit',
​ 'Tasks': {'totalSize': 1, u'records': [{'Id': u'00Ti000000zM7rLEAS'}]},
​ 'Id': u'00Qd0000007Q36GEAS'}
​ ]}
Nested SOQL Query - result

23. ​ SELECT Id, Who.Name FROM Task WHERE Who.Type = ‘Lead’
TYPE qualifier

24. History records

25. Motivation

26. History records
Accounts
Cases
Products
Leads Contacts
Opportunities Contracts
Assets and more…

27. • Field Name
• Old Value
• New Value
• Id (AccountId / OpportunityId / ContactId / …)
• Who changed it and when ?
• Read-only records
Structure

28. ​ {
​ "Id" : "017200000GScFz0AQF",
​ "Field" : "StageName",
​ "OldValue" : "Intro",
​ "NewValue" : "Closed Lost",
​ "OpportunityId" : "0062000000W1QT6AAN",
​ "CreatedById" : "00520000003KQCNAA4",
​ "CreatedDate" : "2014-02-24T09:39:04.000+0000",
​ }
OpportunityFieldHistory record - example

29. • Monitoring a subset of fields:
• Amount
• Probability
• Stage
• Close Date
• Few more…
• Each record contains the values for all these fields
• Useful for pipeline snapshots
OpportunityHistory

30. ​ {
​ "Id" : "00820000014EWPlAAO",
​ "Amount" : 5280.0,
​ "CloseDate" : "2014-12-31",
​ "ExpectedRevenue" : 5280.0,
​ "ForecastCategory" : "Closed",
​ "Probability" : 100.0,
​ "StageName" : "Closed Won",
​ "OpportunityId" : "0062000000W0TMNAA3",
​ "SystemModstamp" : "2015-01-22T08:41:32.000+0000",
​ "CreatedById" : "00520000003KQCNAA4",
​ "CreatedDate" : "2015-01-22T08:41:32.000+0000",
​ }
OpportunityHistory record - example

31. Security & Permissions

32. Security & Permissions
Objects Fields
Records Relations

33. Objects Metadata

34. ​ from suds.client import Client
​ …
​ soap_api = Client(wsdl_url)
​ describe_global_res = soap_api.service.describeGlobal()
​ supported_obj_names = [sobject.name for describe_global_res['sobjects']]
describeGlobal() - list supported objects

35. ​ (DescribeGlobalSObjectResult){
​ activateable = False
​ createable = True
​ custom = False
​ customSetting = False
​ deletable = True
​ deprecatedAndHidden = False
​ feedEnabled = True
​ keyPrefix = "001"
​ label = "Account"
​ labelPlural = "Accounts"
​ layoutable = True
​ mergeable = True
​ name = "Account"
​ queryable = True
​ replicateable = True
​ retrieveable = True
​ searchable = True
​ triggerable = True
​ undeletable = True
​ updateable = True
​ },
describeGlobal() – output example

36. ​ get_desc_url = "https://na15.salesforce.com/services/data/v32/sobjects/Lead/describe"
desc_json = json.loads(perform_request(get_desc_url))
​ lead_fields_metadata = desc_json['fields']
​ // get all available field names
​ lead_field_names = [field['name'] for field in lead_fields_metadata]
Describe

37. ​ [(DescribeSObjectResult){
​ …
​ activateable = False
​ keyPrefix = "00Q"
​ label = "Lead"
​ labelPlural = "Leads"
​ layoutable = True
​ mergeable = True
​ name = "Lead"
​ queryable = True
​ replicateable = True
​ retrieveable = True
​ searchLayoutable = True
​ searchable = True
​ triggerable = True
​ undeletable = True
​ updateable = True
​ ….
​ }]
Describe - output

38. ​ # get all picklist values for a field
​ def get_active_picklist_values(obj_fields_metadata, field_name):
for field_metadata in fields_metadata:
if field_metadata['name'] != field_name:
continue
picklist_values = field_metadata.get('picklistValues', [])
return [ picklist_val['value']
for picklist_val in picklist_values
if picklist_val['active'] ]
Describe

39. ​ (Field){
​ autoNumber = False
​ byteLength = 120
​ calculated = False
​ caseSensitive = False
​ createable = True
​ custom = False
​ defaultedOnCreate = False
​ deprecatedAndHidden = False
​ digits = 0
​ filterable = True
​ groupable = True
​ idLookup = False
​ label = "Lead Source"
​ length = 40
​ name = "LeadSource"
​ nameField = False
​ namePointing = False
​ nillable = True
​ permissionable = True
​ picklistValues[] =
​ (PicklistEntry){
​ active = True
​ defaultValue = False
​ label = "Advertisement"
​ value = "Advertisement"
​ },
​ ...
​ precision = 0
​ restrictedPicklist = False
​ scale = 0
​ soapType = "xsd:string"
​ sortable = True
​ type = "picklist"
​ unique = False
​ updateable = True
​ },
Describe – single field output

40. Tracking deleted records

41. getDeleted()
• SOAP
• Single API call
queryAll(isDeleted = True)
• REST
• Multiple API calls
• Recycle Bin objects
Tracking deleted records

42. Summary
Object Relationship
Types
Polymorphic
Relations
Security &
Permissions
Deleted RecordsMetadata
History Records

43. • Object relationships types
• SFDC Sales Objects relationships diagram
• describeGlobal, describeSObject
• SFDC Task & Event objects
• SOQL Polymorphism
• Understanding Polymorphic Keys and
Relationships
• Polymorphic Lookups
• TYPEOF
Additional Resources

46. Thank you