Data Modeling

Data Modeling

1. Understanding Custom & Standard Objects

   • Objects to store data, create, read, update, delete
   • have relationship fields to define how records relate to each other
   • Fields and Relationships
     • Identity field - assigned automatically to every object, managemes identity data in every record
     • System field - all objects have read-only System fields automatically assigned (Created Date, Created by ID usw)
     • Name field - Primary way to distinguish records, by text or Auto number field
     • Custom field - Auto number, Checkbox, Date, Email, Picklist, Test, Currency usw.
       • Creating custom fields: Datentyp auswählen, Details eingeben, Sichtbarkeit&Bearbeitbarkeit pro Profil, Seitenlayout hinzufügen
         • Auswahllisten, Abhängige Auswahllisten (durch Feldabhängigkeiten)
         • Nachschlagefilter, Abhängige Nachschlagebeziehungen
         • Einfache Formelfelder: grundlegende aus selbem Object - Erweiterte Formel für komplexere , nicht nomerische Felder, übergeordnete Objekte
     • Relationship fields - stores the ID of the parent record
       • Lookup - links one object to another, 1-1 or 1-m relationships
         • to rference commonly shared data, such as reference data
           • to link two opjects together when you dont want the behavior of the master-detail relationship such as sharing rules, Profile permissions and cascade delete
         • to relate multiple parent record to the child record
         • when the detail object has ist own tab
       • Master-Detail - when there is a thight binding, for m-m
         • cant create a detail record without a master record
         • delete Master record - detail records are automatically deleted
         • detail record inherits sharing rules from master record
         • number of Master-Detail relationships are limited (depending on Edition)
         • no Profile object permissions for detail records, permissions are inherited from Master record
         • Master-Detail relationships are automatically included in Report record types
     • Standard fields can be customized: names, help text, Picklistvalues, look up filters, field tracking, chang Format of automated nomical fields
     • Seitenlayouts - können Profilen zugeordent werden
     • Datensatztypen - je Profil vers. Seitenlayouts & Auswahllisten
       • je objekt errstellen
       • Datensatztypen mit Geschäftsprozessen: mit spezieller Auswahlliste oder Geschäftsprozess Lebenszyklus über Vertriebsprozess, Supportprozess, Lösungsprozcess, Leadprozess verfolgen
         • 1. Prozess erstellen, je Object 2. Datensatztyp mit entsprechendem Prozess erstellen
   • other features
     • formulas
     • Validation - to prevent users from saving incorrect data e.g. a Rule that a number falls in a certain range
     • Triggers - Code that can fire before or after a record is saved updated or deleted
     • Label - every object and record has a Label and can include a description, for help which is automatically included in the UI
     • Notes and Attachments - create, view, edit notes and add attachments for a record
     • Track Field History - fields can be tracked, any time a user modifies the date, time, nature of the Change and who made the change

2. Create custom objects

   • tailor which data is stored to fit Organisation with custom or Standard fields
   • create custom object - Setup, create, object, new custom object: Label usw and evtl. Launch New Custom Tab Wizard
     • create custom fields - e.g. picklist
   • create a help page for an object - creating a page with visualforce pages and then assigning it to the object
   • Best Practices
     • Unique naming, thoughtful architecture, Default field values, careful renaming, global data updates, help text for users

3. Create Object Relationships

   • are custom fields on an object record containing a link to another record
   • allow Information about other object records to be displayed on a record detail page
   • Types - Lookup & Master-Detail
   • 1-1 oder 1-m
   • m-m
     • junction objects are needed - custom objects that has two Master-detail relationships e.g. for a Junction object Jobpostings of a Sr. Developer on the Monster Website
   • Consider
     • Clear the value of this field - when the field does not have to contain a value
     • Dont allow deletion of the lookup record that's part of a lookup relationship
     • Delete this record also - cascades the deletion of a referenced lookup record to dependent records, only for lookup relationships available, for tightly-coupled records

4. Work with Schema Builder

   • dynamic Environment for viewing and modifying objects and relationships
   • can add custom objects, lookup relationships, Master-Detail relationships, all custom fields except Geolocation
   • an added field is not automatically added to the page layout
   • by Default field Level security for custom fields are set to visible and editable for internal profiles
   • edit properties for fields and objects, manage permissions usw.