Data Modeling

Give your data structure with objects, fields, and relationships.


Understand Custom & Standard Objects

Salesforce consists of different types of objects like standard objects, custom objects, etc.

Account, Contact, Lead, and Opportunity are all standard objects.

Custom objects are objects that we create to store information that’s specific to our company or industry.

Create a Custom Object

  1. First, create a new trailhead playground.
  2. After creating the playground, click Launch.
  3. Click the gear icon at the top right corner of the page and launch setup.
  4. Click the Object Manager tab.
  5. Click Create | Custom Object in the top-right corner.
  6. For Label, enter Offer. Notice that the Object Name and Record Name fields auto-fill.
  7. For Plural Label, enter Offers.
  8. Data Type: Auto Number
  9. Display Format: OF-{0000}
  10. Starting Number: 1
  11. Click Save.
New Custom Object:Offer

  1. Create a custom currency field on the Offer object
  2. Click Fields & Relationships
    1. Data Type: Currency                    
Offer Data Type: Currency

    1. Field Label: Offer Amount
    2. Field Name: Offer_Amount
    3. Click Next, Next, and Save.                  
Offer Field Label: Offer Amount

  1. Create a custom date field on the Offer object
    1. Data Type: Date         
Offer Data Type: Date

    1. Field Label: Target Close Date
    2. Field Name: Target_Close_Date
    3. Click Next, Next, and Save.
Offer Field Label: Target Close Date

  1. Check Challenge in Trailhead webpage to earn 500 points.