Think about How to use schema builder in salesforce? Read the complete blog on How to use schema builder in salesforce. Also, we have covered these points.
- What is schema builder in salesforce
- How to create schema builder in salesforce
- How to access schema builder in salesforce
- How to use schema builder in salesforce
- How to use schema builder in salesforce lightning
- How to use schema builder in salesforce classic
- How to find schema builder in salesforce
- How to view schema builder in salesforce
What is schema builder in salesforce
Schema builder in salesforce is defined as a tool that is used to visualize and edit data model. It is a dynamic environment that is given by the salesforce for viewing and altering all the objects and relationships.
Schema builder is used as a pictorial representation of all the objects, fields, and their relationship and has a drag-drop interface that is used to perform all the activities.
This is how we understood about What is schema builder in salesforce.
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How to create schema builder in salesforce
Here we are creating the schema builder objects and fields in salesforce. A schema builder is a graphical interface that helps in editing the data model.
Fannie Mae is a USA -based company that might be using a schema builder salesforce to manage the financials. The schema builder can obtain all the fields from objects.
Do you want to learn how to create a schema builder in salesforce? Follow these steps:
Step 1: For creating the schema builder firstly click on the element tab that is present on the left sidebar.
Step 2: After clicking on the Element tab, Drag and drop the objects onto the schema builder canvas and fill in the details and save it.
Step 3: We create a field by using schema builder. The field can be created on the existing objects. From the Elements tab, Chooses a field type and drag-drop it onto the object we are created.
Step 4: After dragging the field fill out all the details and click on the save option.
This is how we understand how to create a schema builder in salesforce lightning.
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How to access schema builder in salesforce
The schema builder helps us with a comprehensive view of all the objects, and fields and it shows the relationship between them in the salesforce application. In schema builder, we are using drag and drop to design a data model with the current present object.
Do you want to learn how to access schema builder in salesforce? Follow these steps:
Step 1: Type the schema builder in the Quick Find box the schema builder option is shown click on it. After clicking on it you can see the schema builder page is open that consists of all the options that are required to build a data model.
Step 2: On the schema builder page there is an object tab, where we can find the list known as select from in which all the values present such as all, selected, standard, custom, and standard objects. Select one of them to filter and after that click on the object and move it to the schema builder canvas.
Step 3: We can also select multiple objects, After selecting the object when we click on the Auto-Layout it can sort out the layout of the schema. Once this Auto-Layout is selected we can not undo it.
So, with this, we have learned about how to access the schema builder in salesforce.
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How to use schema builder in salesforce
Schema is a conceptual structure that helps us to understand things and how it works. The schema is used in how we arrange the knowledge.
Before moving forward if you are thinking about how to use schema builder in salesforce? In this section, we have explained what is schema builder in salesforce with the help of an example.
In Salesforce, a schema builder is a tool that is used to visualize and edit our data model. By using the Schema builder we can easily design, modify and also implement a new data model. It also has a drag-and-drop interface that is used to perform all the activities.
It is also used as a pictorial representation of all the objects, fields, and their relationship. Modifying and viewing all the objects provides a dynamic environment.
Kroger is USA based company that is a user of the salesforce. Suppose, Alexis is the sales representative who has to give a presentation on how to create objects in salesforce.
Alexis uses the salesforce for schema builder to graphically representation of all the objects and their relationship.
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How to use schema builder in salesforce lightning
Salesforce Lightning is a component-based structure for salesforce app development. It is the modern user interface of salesforce that is fast and reliable with new features.
Do you want to know how to use schema builder in salesforce lightning? Follow these steps:-
Step 1: From the setup, search for the schema builder in the Quick Find Box. By simply typing schema builder.
Step 2: After clicking on the schema builder, on the left panel, click on the clear all icon.
Step 3: Click on the objects tab. Here we are choosing the objects which we created in the previous block and then clicking on the Auto-Layout option.
Step 4: If the object is not created previously, you can create a new object by simply clicking on the element tab that is present in the left sidebar. After clicking on the element tab then drag the object onto the canvas and create the object you want and enter the information to define your object and click on the save.
So, with this, the new object appears in the schema builder and we have learned how to use the schema builder in salesforce lightning.
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How to use schema builder in salesforce classic
Salesforce classic is a regular salesforce user interface. It provides a simplified interface for existing the salesforce platform. In the USA might be most companies use the salesforce classic platform for their everyday tasks.
Do you want to learn how to use schema builder in salesforce classic? Follow these steps:
Step 1: Login to the salesforce account then click on the setup icon. After that From the Quick Find box search schema builder and click on it.
Step 2: After clicking on the schema builder, In the left panel, click on the clear all icon.
Step 3: After clearing the space, Select the objects tab. Here we choose any objects we want.
Step 4: If you don’t want to choose any object from here, you can also create a new object by simply clicking on the element tab that is present in the left sidebar. Drag and drop the object onto the canvas and create the object you want and enter the information to define your object and click on the save.
So, with this, the new object appears in the schema builder and we have learned about how to use the schema builder in salesforce classic.
Read Create a Custom Object in Salesforce
How to find schema builder in salesforce
Schema builder in salesforce is a graphical representation of all the objects and fields and it shows the relationship between them. It provides an environment to view and alter all the objects and their relationship.
Do you want to learn how to find a schema builder in salesforce? Follow these steps:
Step 1: Go to Setup in the salesforce that is present on the top left corner inside the gear icon.
Step 2: After clicking on the Setup, there is a Quick Find box. From the Quick Find box search schema builder and then click to open it.
Step 3: After opening the schema builder you will see the blank schema builder canvas as shown below.
So, with this, we have learned about how to find the schema builder in salesforce.
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How to view schema builder in salesforce
Schema builder in salesforce is a graphical representation of all the objects and fields. It provides an environment to view and alter all the objects and their relationship.
In view of schema builder salesforce, we can view the custom object that we have created
Do you want to learn how to view a schema builder in salesforce? Follow these steps:
Step 1: Create the object and also created the field, the field is created on the existing object.
Step 2: On the top left corner there is a view options tab in which all the values are present such as Display Element Names, Hide Relationships, and Hide legend.
- Display Element Names: It shows the API names of the objects and the required fields.
- Hide Relationships: It will hide the relationships between the two objects.
- Hide Legend: The Legends mention the different colors of the lines that are used for mapping the relationship between two objects.
Step 3: If we want to view the detail of the field, then right-click on the element name or label and select the option view field in the new window.
Conclusion:
Schema builder is a tool that is used to visualize and edit our data model in salesforce. By using the Schema builder we can easily design, modify and also implement a new data model. It also has a drag-and-drop interface that is used to perform all the activities.
In this tutorial, we are creating an object and field by using the schema builder in salesforce. Apart from this, we have also covered these topics.
- What is schema builder in salesforce
- How to create schema builder in salesforce
- How to access schema builder in salesforce
- How to use schema builder in salesforce
- How to use schema builder in salesforce lightning
- How to use schema builder in salesforce classic
- How to find schema builder in salesforce
- How to view schema builder in salesforce
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