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Advanced Data Modeling in Salesforce

by Jeff Susich

Understanding data modeling is fundamental to understanding Salesforce. This course will teach you about standard and custom objects, object relationships, and how to decide when objects and specific relationships need to be created.

What you'll learn

This course will break down data modeling into easy-to-understand concepts, and demonstrate how to configure data modeling in a Salesforce Org. In this course, Advanced Data Modeling in Salesforce, you will learn when to create custom objects and how to create relationships between objects to meet business needs. First, you will explore recognizing the need to create custom objects and how to create them. Next, you will discover how to determine what relationships those custom objects need to have with other objects. Finally, you will learn how to determine whether to use Lookup or Master-detail fields in object relationships, and when and how to use filters. When you are finished with this course, you will have the skills and knowledge of advanced data modeling needed to configure and customize any Salesforce Org.

About the author

Jeff is a Certified System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant, and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011. He started using Salesforce as a user and self-taught system administrator. He took on a role as Senior VP of Sales and Marketing and found to his dismay that the company sales and support processes were being managed by paper files. Thus began his bapti... more

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