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What is Schema Builder in Salesforce

  • November 26, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
  • 0

Schema Builder

Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models.

Step 1 : From Setup, search for and click Schema Builder in the Quick Find box.


 

 

 

 

 

 

 

 

 

 

Step 2 : In the left panel, click Clear All.

Step 3 : Check Account,Contact,Opportunity,Opportunity Product.

You’ll see something like below image,

 

Create an Object with Schema Builder

Schema Builder is great for visualization, but you can also use it to customize your data model. For example, you can manage the permissions for your custom fields directly in Schema Builder. Just right-click the field name and click Manage Field Permissions.

You can also create objects using Schema Builder. If you prefer, you can create objects in this visual interface if you’re designing your system and want to be able to revise all your customizations on the spot. Let’s see how it’s done.

  1. In the left sidebar, click the Elements tab.
  2. Click Object and drag it onto the canvas.
  3. Enter information about your object. You can make it whatever you want!
  4. Click Save.

In the same way you can create fields for the object. Go with schema builder for quick process.

Author Bio

Merfantz Editor
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