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
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