Schema Builder in Salesforce

Visual representation of the Salesforce org data model is known as Schema Builder in Salesforce.

In this Salesforce tutorial, I will explain schema builder with its advantages and disadvantages. I will also explain where schema builder is located and how to create and use schema builder in Salesforce.

Additionally, I will explain how to delete custom objects and custom fields using 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.

Features of Schema Builder in Salesforce

Here are some features for which schema builder can be used in Salesforce:

  • You can modify the behavior of a custom object using the Salesforce schema builder.
  • You can easily design the data model by adding and removing custom objects.
  • Using schema builder you can also add or remove the custom fields as per the business need.
  • You can also modify the behavior of the custom field as you do for a custom object.
  • You can also manage the permission of the custom field, like who can view, edit or manage the fields within the Salesforce environment.
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Advantages of Schema Builder in Salesforce

Below are the advantages of the schema builder in Salesforce:

  • Schema builders provide a visual representation of data models, which makes it easier to understand complex relationships in data models.
  • You can easily create, delete, and modify the custom objects and fields by dragging and dropping them in the schema builder.
  • Using schema builder, you can easily change the schema design as per requirement in less time.

Disadvantage of Schema Builder

The following are some limitations of Schema Builder in Salesforce:

  • Schema builders do a real-time deployment, so minor errors are downstream of the system deployment.
  • Schema builder provides an incomplete visual representation; it does not show dependencies of the connected fields.

Where Schema Builder is Located in Salesforce

Do you want to use the schema builder in Salesforce and want to know how you can access the schema builder in Salesforce Lightning and Salesforce Classic? Let’s see how you can open the schema builder.

Access Schema Builder in Salesforce Lightning

1. Click on the “Gear” icon on the right and select the “Setup” option.

schema builder salesforce

2. After clicking on Setup, there is a “Quick Find” box. Search for the “Schema Builder” and then click to open it.

schema builder in salesforce

3. After opening the schema builder, you will see the blank schema builder canvas, as shown below.

what is schema builder in salesforce

Open Schema Builder in Salesforce Classic

The following are the steps to open schema builder in Salesforce Classic:

1. Log in to the Salesforce account, then click on the “Setup” icon. Then, from the “Quick Find” box, search for “Schema Builder” and click on it.

salesforce schema builder

2. It will open the schema builder in the Classic Interface.

schema builder

How to Use Schema Builder in Salesforce

Once you have access to the schema builder in Salesforce, you can use it to create objects and fields.

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The following are the steps to create a schema builder in Salesforce:

Step-1: For creating the schema builder, first click on the “Elements Tab” that is present on the left sidebar.

salesforce object schema

Step-2: Drag and drop the “Objects” onto the schema builder canvas, fill in the details, and “Save” it.

schema salesforce

Step-3: We create a field using the schema builder. The field can be created on existing objects. From the “Elements” tab, we choose a “Field Type” and drag-drop it onto the “Object” we created.

work with schema builder

Step-4: After dragging the field, fill out all the details and click on the “Save” option.

schema builder can be used for

This is how you can use the schema builder in Salesforce.

Delete Custom Objects & Fields using Schema Builder in Salesforce

1. Search “Schema Builder” in the “Quick Find” box. 

How to delete custom field schema builder in salesforce

2. Click on the “Objects” tab, then search for the “Object Name” that you want to delete from the schema builder.

How to delete custom field schema builder in salesforce experience

3. The object will appear on the schema builder preview page. Right-click on the custom field that you want to delete and click on the “Delete Field” option.

Delete custom field schema builder in salesforce

4. The confirmation dialog box appears; check the checkbox and click on the “Delete” button.

Delete custom field schema builder in salesforce experience

5. Click on the “Dropdown” arrow given on the object and click on the “Delete Object” option.

Delete schema builder data in salesforce

6. The confirmation dialog box appears; check the checkbox and click on the “Delete” button.

delete the schema builder data in salesforce

With this, you have learned how to delete the custom field and custom object using schema builder in Salesforce.

Conclusion

I hope you have learned about the Salesforce schema builder. I have explained step-by-step how to access the schema builder in Salesforce Lightning and Salesforce Classic. Additionally, I have explained the process of using the schema builder and how to delete custom objects and fields using schema builder.

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