Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [data-model]

The tag has no usage guidance.

-1
votes
1answer
17 views

Configure a many-to-many relationship with one side being a fixed set of records, which may have different types

What is the best way to configure a many-to-many relationship with one side being a fixed set of records, which may have different types? I think it will be a lot easier to understand what my ...
0
votes
0answers
22 views

Data Model Question and Duplicate Merging

Accounts (same/duplicate) were inserted multiple times in an external database. We are trying to import them into Salesforce. There are several nuances that prevent them from being merged after ...
1
vote
1answer
52 views

Many to Many Relationship on OpportunityLineItem, and similar Junction Objects.

I'm trying to add special characteristics that are not entirely products, so I thought, that the best way would be to make a many-many relationship between the Opportunity Line Products, Quote ...
-3
votes
1answer
36 views

data modeling relationships [closed]

As I am analyzing standard objects, it's quite easy to understand Accounts Related Tab shows contacts as there is a lookup relationship on the contact object on AccountID field. On a similar ...
0
votes
1answer
120 views

Salesforce Data Extensions not available for Contact Builder Data Model

Why are data extensions in Salesforce Data Extension folder/sub-folder not available to be added in the contact builder data model? Is this a very specific design restriction? To the best of my ...
1
vote
1answer
89 views

Multiple email addresses to one persona

We are building a data model in marketing cloud where one individual could have multiple email addresses. I have referenced the link below but wanted to know if anyone has implemented this type of ...
1
vote
2answers
2k views

Master-detail relationship between standard objects [closed]

Is there any master detail relationship between standard objects? If not, then why there is no master detail relationship between them? I am unable to find such relation between them.
1
vote
1answer
40 views

Can we skip the custom metadata object name field during setup?

I've a sync status that I need to map across platforms for which I'm planning to use the custom metadata type because of the following reasons. I've a list of key-value pair records that needs to be ...
0
votes
0answers
21 views

Where Can i import the CSV file Product information in salesforce

I've a contact list for the force.com site's user in salesforce. when any user purchase Product(Items) by using my website. I ll get a CSV file of all purchased product by all user at the end of day. ...
1
vote
2answers
66 views

Optimal way to link User to custom Object

We have Department as a custom object and want to store Department for our Users. I have come up against a brick's wall since Salesforce doesn't allow to store lookup on User object. Please upvote ...
0
votes
1answer
22 views

Modeling a Salesforce Design

BACKGROUND I'm on a committee for a non-profit that is currently using SalesForce, where the setup was fairly ad hoc. As is to be expected, that situation has resulted in reporting errors. I have ...
0
votes
1answer
21 views

Ways to store Question and Answer type data without creating fields per question

We're looking at building Application Forms on top of salesforce and are trying to scope out the best ways of making this scalable and open to lots of different types of applications. Each ...
0
votes
2answers
45 views

design a app in salesforce with data modelling

I am new to crm , so i don't know how to use data modelling. I need a tutorial with some example of app development. Can you suggest a good tutorial with sample app designing in salesforce.
1
vote
0answers
136 views

Contact Builder conceptual approach

I am designing a data model for Contact Builder that will be connected to a Data warehouse, Service Cloud, mobile apps and many other systems. The main challenges I am facing are : Reducing the ...
1
vote
1answer
170 views

Customizable Forecast: Override Forecast Commit & Best Case

In Customizable Forecast users can override the commit & best values for users with lower role according to the role hierarchy. I'm trying to understand if the overrides values are stored ...
1
vote
2answers
67 views

Write a test that can be run in any Org

I have created a utility (util) class that has a static find method that looks like this List<SObject> find(String sObjetName, List<Id> listIds) How do I write a test that can be run in ...
1
vote
1answer
185 views

Budget data model best practice [closed]

Our requirment is to be add a budget module in Salesforce on the opportunity, that would have years and items. A best description for that is like this excel table: Our current approach is to have 2 ...
0
votes
1answer
21 views

Search plugin implementation [closed]

I have zero knowledge about the Salesforce/Force ecosystem. I want to design and build an search plugin (with custom HTML rendering) and sell it as a plugin on the Apex platform. Currently, the ...
1
vote
1answer
57 views

What object model should i be using for this use case

We have a site list which basically is a list with multiple sites in it. For eg. SiteList Name : Search Engines www.google.com www.bing.com www.ask.com SiteList Name : Email sites www.gmail.com ...
0
votes
1answer
43 views

how many look up relationship in salesforce

how many lookup relationship can I create in salesforce? can you send me a link about this topic?
2
votes
1answer
1k views

Pros and cons related to (1) Person Accounts VS. (2) Suggested alternative VS. (3) …?

Background information to my question: I am about to deploy a new release of a Salesforce Service Cloud solution to a customer The customer primarily utilizes the solution for B2C purposes In the ...
0
votes
1answer
19 views

Lookup field from Case to Order doesn't detect any Order

I have created a simple lookup field from Case to Order. No lookup filter criterias are implicated so far. I have created two orders in database, and when I try to attach this Case to one of those ...
0
votes
1answer
98 views

Keep a history of Clicktools survey responses

The Use Case Part of our operation is collecting survey data from our Accounts. We currently do this using Clicktools. Our users would like to track the responses these Accounts give over time. ...
3
votes
1answer
74 views

What does the below statement mean?

I'm new here and currently i'm going through Salesforce tutorials. I found a statement as below: Multilevel master-detail relationships do not support division transfers. Can anybody make me ...
2
votes
1answer
222 views

parent child Relationship

I'm having a little trouble with the terminology of a parent child relationship in salesforce. If I have a custom object C that has an optional lookup to the account, custom object A and custom ...
0
votes
2answers
405 views

Query only Document objects using Data Model in SOAP API

I can query the objects through SOAP API for the list of objects. But I require only the Document, Note and Attachment objects. How can I query the objects using the describeSObjectResult call? The ...
2
votes
2answers
274 views

Best practice for handeling bulk prices (graduated prices) in Salesforce

We have a client who wants to synchronize products between Salesforce and his ERP solution (Sage Office Line). In Sage it is possible to have many graduated prices (in German we say "Staffelpreise") ...
15
votes
2answers
2k views

What are the advantages of Light Application objects

I was hoping that the introduction of "Light Application object" would do something about the data storage of junction objects, but it doesn't seem to do anything about it. The documentation seems ...
3
votes
2answers
3k views

Removing “Account Name” field from Contact

In Salesforce, the standard Contact object holds a field "Account Name". I do not want to have this field in the Contact object or al least on the Contact details view. The reason is I am linking ...
5
votes
1answer
2k views

Why are phone calls “Tasks” and not “Events”?

Is there a reason that the generic Salesforce model makes phone calls "Tasks" and not "Events"? It seems like calls have start times and end times just like Events. What advantage does not having ...
2
votes
1answer
55 views

More granular data tables

How does Salesforce data modelling work in backend when there is one field in a table (Say for e.g. WhatId in Task & Event, UserorGroupID in AccountShare which can look up to a field in multiple ...
2
votes
1answer
209 views

Keeping track of licensed users in Salesforce

So I am trying to design an license tracking type tool in SF. I need to have a license custom object and then a list of users or contacts who the license applies to. There would be a set number of ...
8
votes
3answers
7k views

Contacts without Accounts: Is it possible, and if not, why?

Context: My understanding is that historically Salesforce was built to manage Business-to-Business (B2B) contacts, and the idea that the data model would not be built for contacts without accounts ...
1
vote
1answer
2k views

Account hierarchy in salesforce

We have school district offices that have numerous buildings such as high schools, middle schools, and elementary schools underneath them. We need a way to assign the district office as the Parent ...
1
vote
2answers
141 views

Entering persons in salesforce with no business entity

What is the best way in Salesforce to enter an individual person with no business entity with whom they are affiliated? For example, an individual donor? Should these individuals all belong to a ...
0
votes
1answer
28 views

Tracking sales data separate from account information

Sales data should be tracked somewhere separate from the Account Information, with Sales data only available to designated Users. What are solutions you would suggest for accomplishing this?
4
votes
1answer
2k views

Where are the Case/Contact/Opportunity access level stored for Account Team Members and how can I set them with APEX?

When adding a user to an account team you can set four separate access levels for accounts, cases, contacts, and opportunities. However, the AccountTeamMember object only has a field for ...
3
votes
2answers
2k views

Change type of Name field on Custom Object

If I set up a Custom Object with an Autonumber type name field, is there a way to refactor it to a Text field without deleting the Custom Object, recreating it, and then re-loading any backed-up data?
3
votes
3answers
2k views

Look up search on 2 custom fields instead standard name field

I have a custom object Country with two fields Country Code which is salesforce standard name field and country name which is text field. I have a look up field to this country object. Now when user ...