Introduction to the Data Model

Introduction to the Data ModelDevelopers

Reid Carlberg: salesforce.com@ReidCarlberg@ForceDotComLabs

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Who Has…

No or very little force.com experience?

Modified a standard object?

Created a custom object?

Developed a complex app on the platform?

Professional experience writing SQL?

Force.com: More Than a Repository

Store

Manage

Understand

Secure

UI

Search

Scale

DR

Today’s Goals

Create objects, fields and relationships.

Leverage relationship, summary and formula fields.

Connect to security, analytics, UI, API and other

services.

Next steps!

The Lingo (Old New)

Tables Objects

Columns Fields

Keys Ids, External Ids

Foreign Keys Relationships

Row Record

Standard Objects

Users, Accounts, Contacts, Opportunities, Cases, etc.

Standard Objects Are Well Documented

http://developer.force.com

Custom Objects

The Joy of Data Types

Number, Text, Long Text, Date, Checkbox

CurrencyPercentagePhoneEmailURL

Lookup FieldsMaster Detail Fields

Roll Up SummaryRich Text

Today’s Demo App: Project Management

Project__c

Milestone__c

Action__c

User

No suffix: Standard; “__c”, custom; “__r”, relationship; “Feed” & “__Feed”; “Share” & “__Share”; “History” & “__History”; “Tag” & “__Tag”

Let’s Build an App!

Common Fields: Identity, Ownership and Audit

ID* GUID

Name Text or Autonumber

Owner Lookup to User

CreatedBy* Lookup to User

CreatedOn* Date time

LastModifiedBy* Lookup to User

LastModifiedOn* Date time

*100% managed by Force.com

Relationships Are Easy!

Project__c

Milestone__c

Action__c

UserCustomMaster Detail

Standard Lookup

Custom Lookup

“Milestone__c”

“Project__c”

“OwnerId”

“User__c”

Many to Many Relationships Are Easy

Project__cAccount

AccountProjectJoin__c

Twin Custom Master Detail

Roll Ups, Formulas, External IDs

Relationships Are Powerful

Project__c

Milestone__c

Action__c

User

“Show me Mary’sAssignment”

5 Open Tasks

30 Open Tasks

Formulas

Spreadsheet like syntax

Field default value

Standalone & combination formulas

Evaluated at access (view, API, report, etc)

External IDs

Great for integration / migration.

Required for the UPSERT operation.

Facilitate automatic foreign key resolution.

Search, Analytics & Security

Misc Topics

API: SOAP, REST, Bulk, Metadata

SOQL and the Force.com IDE

Record types

Custom settings

Recycle bins: record, field & object

Keys to Success

Know your problem domain

Model smart…

…but don’t over normalize

Use native force.com features

Be security aware

Next Steps

Get a Developer Edition– http://developer.force.com

Attend Another Intro Session!– Workflow – Today 2:15p

– Force.com Code - Apex – Today 3:45p

– Force.com Pages - Visualforce – Today 5:15p

Chatter Resources

Twitter Resources– @ReidCarlberg, @ForceDotComLabs

Introduction to the Data Model

D I S C O V E R

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