Ledgeview Partners and Salesforce

A Beginner’s Guide to Salesforce Trailhead: Data Modeling – Understand Custom and Standard Objects

Hello, fellow trailblazers!

Today, I’m recapping a module unlike those I’ve covered before. This one is more technical than others I’ve experienced with you, so I hope you enjoy the switch-up.

I love the diversity and flexibility of Trailhead for this reason … The educational tool really allows you to explore multiple paths and focuses at once while contributing to a larger goal of developing one’s expertise.

In this unit, Trailhead covers these learning objectives:

  • Describe the perks of using objects on the Salesforce platform.
  • Explain the difference between standard objects and custom objects.
  • List the types of custom fields an object can have.

Let’s dive in!

Trailhead starts this unit by giving an overview of Objects using an example.

Consider a realty company that uses Salesforce’s standard functionality, like contacts and leads, to track home buyers, but currently does not have a way to track other important details that come with selling homes.

How will the realty company track which homes are for sale or how much each home costs?

Trailhead explains this can be done through a data model. Trailhead reminds us that data models are what database tables look like in a way that makes sense to humans.

They explain in more detail in this unit.

Essentially, when Trailhead refers to the data model, they are referencing a collection of objects and fields in an app.

Several different types of objects are supported in Salesforce. The two most common types are explained in this unit:

  1. Standard: These are objects included with Salesforce, like Account, Contact, Lead, and Opportunity.
  2. Custom: These are objects you create to store information specific to your business or industry.

So, for the realty example mentioned above, they may create a custom Property object they can use to store information about the homes they’re selling.

Make sense?

Within the unit, Trailhead explains how to create a custom object. Once you complete those steps, you can get to know Fields.

Trailhead explains that every standard and custom object has a field attached to it.

They elaborate upon these connections within the unit, so I encourage you to embark on this trail yourself to discover it in-depth.

Trailhead reminds us that every field has a data type. Among the most common are:

  • Checkbox
  • Date or DateTime
  • and Formula

The definitions and functionality of each of these are detailed in this unit. Next, you learn to create a custom field.

Finally, we learn to create a record. By following the steps shared in this unit, you will see your process come full-circle.

Before concluding the unit, we are issued several important reminders about customizing responsibly.

Learn about the importance of:

  • Being thoughtful with naming
  • Helping out your users
  • and Requiring fields when necessary

This unit is easy to understand, and fun to learn. I highly recommend getting started as we go over the second unit in this series together next week. It should only take about 10, to 15 minutes of your time.

Happy learning, Trailblazers!

If you want help getting started with Salesforce or Trailhead, reach out to the experts at Ledgeview.

We are excited to help guide your technological journey.

Ledgeview Partners

Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles