Slaesforce FAQ

how to view salesforce schema

by Braxton Altenwerth DDS Published 3 years ago Updated 2 years ago
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To check the object schema follow these steps:

  1. Firstly login to your salesforce account.
  2. After login Search for the Schema Builder from search box.
  3. Check the checked box from the object’s list on left side.

Step 1: Firstly login to your salesforce account. Step 2: After login Search for the Schema Builder from search box. Step 3: Check the checked box from the object's list on left side. Step 4: now you can see the object's schema and relationship among their fields with other objects.

How to work on schema objects in Salesforce?

We can work on various schema objects by showing them in the canvas in the right pane. We can only modify the custom objects and cannot modify the standard objects as they are part of the Salesforce platform structure. In the following screenshot, we can see various actions we can take on the custom schema objects.

Which version of Salesforce schema builder is available?

Schema Builder is available for both Salesforce Classic and Lightning Experience. → Schema Builder. Creating the fields with the Schema Builder is a bit like creating objects in UI.

How to use the schema builder?

Schema builder has a drag and drop interface which is used to perform all the activities. It shows all the relevant details like - field values, data types, relationship with directions etc. From Setup Home, navigate to Objects and Fields → Object Manager → Schema Builder.

What are the methods for obtaining schema describe information?

Contains methods for obtaining schema describe information. The following are methods for Schema. All methods are static. Returns a map of all sObject names (keys) to sObject tokens (values) for the standard and custom objects defined in your organization.

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How do I read a schema Builder in Salesforce?

Access to Schema Builder in Salesforce After login, from the setup home search for "Schema Builder" in the quick find box, then click to open it. If you're using Salesforce with the classic interface, you can access the Schema Builder in the same way.

How do I use schema in Salesforce?

3:329:28Salesforce Trailhead - Work with Schema Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo this schema builder is helping you to visualize. Things more clearly okay how one object relatesMoreSo this schema builder is helping you to visualize. Things more clearly okay how one object relates to another object. And how they are linked to each other. So let's for example make up a whole new

What is schema in SFDC?

Schema is a Namespace which is referred as Database. This namespace contains some classes and their methods to provide metadata information of Schema. Schema class deals with both bulk and single record means you can fetch all objects' names at once or a single object name.

How do I view an object in Salesforce?

To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you.

Where is schema in Salesforce?

Step 1: Firstly login to your salesforce account. Step 2: After login Search for the Schema Builder from search box. Step 3: Check the checked box from the object's list on left side. Step 4: now you can see the object's schema and relationship among their fields with other objects.

How do I export a schema from Salesforce?

Exporting ER diagrams from SalesforceStep 1: Create a new database model diagram template. ... Step 2: Select the Reverse Engineer tool. ... Step 3: Select Driver and Data Source and, when prompted, log in. ... Step 4: Select Object Types. ... Step 5: Select desired tables and add shapes. ... Step 6: Review selection and click finish.

What is a database schema?

A database schema defines how data is organized within a relational database; this is inclusive of logical constraints such as, table names, fields, data types, and the relationships between these entities.

Where is schema Builder?

Accessing Schema Builder From Setup Home, navigate to Objects and Fields → Object Manager → Schema Builder.

How do I get all the fields of an object in Salesforce?

You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.

How do I access my Salesforce database?

Stage 1: Get startedSelect External Data > New Data Source > From Online Services > From Salesforce.Do one of the following: To import, select Import the source data into a new table in the current database. To link, select Link the data source by creating a linked table.Select OK.

How do I view fields in Salesforce?

To view who can access the field based on permissions and record type, click View Field Accessibility. This option is available depending on the edition that you have. If the custom field is a dependent picklist, click Change next to the controlling field to edit the dependency rules.

How do I see all objects in Salesforce Classic?

Classic. In Classic, you'll find standard objects under Customize in your Setup navigation menu, or you can type their name in the Setup quick find box to narrow down the menu. You'll find custom objects under Build: Create->Objects.

getGlobalDescribe ()

Returns a map of all sObject names (keys) to sObject tokens (values) for the standard and custom objects defined in your organization.

describeDataCategoryGroups (sObjectNames)

Returns a list of the category groups associated with the specified objects.

describeSObjects (sObjectTypes)

Describes metadata (field list and object properties) for the specified sObject or array of sObjects.

describeSObjects (SObjectTypes, SObjectDescribeOptions)

Describes metadata such as field list and object properties for the specified list of SObjects. The default describe option for this method is SObjectDescribeOptions.DEFERRED, which indicates lazy initialization of describe attributes on first use.

describeTabs ()

Returns information about the standard and custom apps available to the running user.

GroupStructures (pairs)

Returns available category groups along with their data category structure for objects specified in the request.

Accessing Schema Builder

From Setup Home, navigate to Objects and Fields → Object Manager → Schema Builder.

Viewing Objects

We can see the various objects by selecting them form the left pane. The Element tab represents fields and relationships while the Objects tab represents the standard as well as custom objects.

Changing Objects

We can work on various schema objects by showing them in the canvas in the right pane. We can only modify the custom objects and cannot modify the standard objects as they are part of the Salesforce platform structure.

Creating Objects

We can create new objects using the schema builder. Go to the Elements Tab. Drag the element named Object into the canvas. It prompts you to fill in the details of the object.

Schema Builder:-

Schema Builder in Salesforc e gives details just like the field values, required fields, and how objects are associated by showing search and master-detail relationships and look-up Relationships.

Steps to create fields with Schema Builder:-

Creating the fields with the Schema Builder is a bit like creating objects in UI.

What is schema builder?

Schema Builder is a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way data flows throughout your system.

Can you create objects in Schema Builder?

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.

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