• Presentation by Vanita Kedar
• Contact us: https://training.uplatz.com
Salesforce • Email: info@uplatz.com
• Phone: +44 7836 212635
Agenda
• Data Model
• What is Object?
• Types of Objects
• What is Fields?
• Types of Fields
• What is Records?
Data Model
• A data model is defined as a method to represent tables in the
database in an understandable human language. Tables in the
database are used to understand the relationships among different
objects.
• From a database point of view, a table and object are similar, fields
present in the object are considered as a column of the table and a
single row of this table is considered as a record. Data Model is a
collection of objects.
Object
Objects are a crucial element in Salesforce as they provide a structure
for storing data and are incorporated into the interface, allowing users
to interact with the data. It is similar to a database table
Various types of objects are supported by salesforce; they are:
• Standard objects
• Custom Objects
• External objects
Create a Custom Object
• Don’t skip this step! You need to use a fresh and clean salesforce environment for this module.
• Click the gear icon The setup gear. at the top of the page and launch setup.
• Click the Object Manager tab.
• Click Create | Custom Object in the top-right corner.
• For Label, enter Employee. Notice that the Object Name and Record Name fields auto-fill.
• For Plural Label, enter Employees
• Prior to saving the custom object, scroll to the bottom of the page and select the checkbox Launch New
Custom Tab Wizard after saving this custom object.
• Leave the rest of the values as default and click Save.
• On the New Custom Object Tab page, click the Tab Style field and select a style you like. The style sets the
icon to display in the UI for the object.
• Click Next, Next, and Save.
• Great job! You just created your first custom object. Now, let’s talk about adding fields to this object.
Fields
Object fields are similar in concept to a database column
Types of fields in Salesforce system
• Standard Fields
• Custom Fields
Create a Custom Field
• From Setup, go to Object Manager | Employee.
• In the sidebar, click Fields & Relationships. Notice that there are already some fields there. There’s a name
field and some of the system fields we talked about earlier.
• Click New in the top right.
• For data type, select Currency.
• Click Next.
• Fill out the following:
• Field Label: First Name
• Description: First Name of the Employee.
• Check the Required box.
• Click Next, Next again, and then Save.
• You’ll see your new Price field in the list of Property fields. In the Field Name column, notice that it says
First_Name__c. The “__c” part is an easy way to tell that a particular field is a custom field.
Records
Records are similar in concept to a database row.
Create a Record
Let’s create a Employee record to see what you did.
• From the App Launcher ( The App Launcher icon. in the navigation
bar), find and select Sales.
• Click the Employees tab in the navigation bar. If you don’t see it, look
under the More dropdown.
• Click New in the top corner.
• Enter a First Name for the Employees and click Save.
Assignment
• Create developer's account for yourself
• Create first Object as follows
• (Object) - Employee
• (Fields) -
First Name
Last Name
Employee Number
DOB
DOJ
• (Record) -
Vanita
Kedar
12345
1/1/1990
1/1/2019
Thank you
