Guide to Salesforce Schema Builder
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Manually checking data is a thing of the past! It takes many hours and sometimes more than one co-worker’s efforts to ensure data is correct before submitting to important stakeholders. Therefore, admins and developers are turning to Salesforce’s built-in tools to pull up a graphical user interface that is ideal for viewing or editing data models.
Imagine how much easier it would be to confidently show key stakeholders or new co-workers how data flows in your system. With Schema Builder, you can do just that and more. This versatile tool from Salesforce can:
To find out how one can make use of Schema Builder in Salesforce, join us in the article below.
Let’s get started!
What is Schema Builder in Salesforce?
The purpose of Schema Builder in Salesforce is to empower admins to edit a data model or visualize it according to business needs. With Schema Builder, admins have an easier time creating complex data models in Salesforce, as they have a dedicated tool for this task.
How to Get a Schema Builder in Salesforce?
Schema Builder can be found in Salesforce by default. To access this tool, follow the simple steps outlined below:
- Go to Setup in Salesforce.
- Search for Schema Builder in the Quick Find box and select it.
And that is how to access Salesforce Schema Builder!
Schema Builder Salesforce Features
Schema Builder is an essential tool for working with Salesforce objects and relationships. Let’s take a look at two features that simplify the lives of administrators when it comes to data modeling.
#1 Design Flexibility
Admins can use Schema Builder to add the following items to a schema:
This functionality helps admins with their custom business goals to view and edit data in an organized fashion.
#2 Create Objects in Salesforce
When admins are given the task of storing business information, they generally create custom objects for the task. These objects can easily be created by the Schema Builder tool in Salesforce, saving admins time and energy.
How Does the Schema Builder Work?
Schema Builder is an intuitive tool that fits right into our digital-first world, providing users with fast results. The tool allows admins to drag and drop objects wherever they want on a canvas.
The cool thing about Schema Builder is that it won’t change your Salesforce objects and relationships. Therefore, it’s a great tool to quickly view your company’s data model. This could be useful when you want to explain to a new hire how data flows throughout your systems.
Schema Builder for Impact Analysis
Schema Builder can be used for impact analysis, among the other tasks we discussed. Although it is a simple approach, Schema Builder can save your business hours of teamwork and stress from making a disastrous change in Salesforce.
For example, Schema Builder can pull up all your Salesforce object fields for analysis. Now, you will have an idea of the impact your workload, processes, or business decisions will face if you make a change to your data model.
This is a pretty good precaution feature to make the most of!
Advantages and Disadvantages of Using Salesforce Schema Builder
We have learned quite a bit about Schema Builder so far. Now, let’s take a look at some of the enhancements and limitations of schema builder in Salesforce by referring to the table below.
| Advantages | Disadvantages |
|---|---|
| Schema Builder is available in Salesforce Classic and Lightning Orgs. | Schema Builder can be a risky tool as data modifications, including unknown errors, are deployed in real-time. |
| Schema Builder is used by anyone who has Customize Application permission. | Schema Builder gives businesses a simple process for impact analysis, but it does not provide a full view. For example, you cannot see dependencies of linked fields. |
| Schema Builder launches data changes in Salesforce in real time. | As you do not know all the impacts of data changes, you could alter important Salesforce fields unknowingly. This can be a problem, as the same data can be used by coworkers in other departments. |
| Schema Builder shows admins how Salesforce objects and fields are linked. | |
| Schema Builder has an intuitive drag-and-drop user interface. |
Conclusion: Salesforce Schema Builder
Thanks for reading our article on Salesforce’s Schema Builder. At Titan, we understand that Salesforce’s software and technology constantly change. Therefore, we hope we have shed some light on one of the tools in Salesforce that can help with the following tasks:
Do you want to know more about a specific Salesforce tool? Let us know. We would love to help you scale and streamline your custom Salesforce solutions without writing any code.
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