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Understanding Salesforce ERD

I was wondering if someone here could please help me understand a Salesforce ERD. To be completely honest, this diagram is from a Superbadge, however I think it's a basic enough question of concepts ...
David de León's user avatar
2 votes
1 answer
824 views

Best Practices - Changing Standard Object names

I'm a SF architect for my company and set standards and conventions for my admin and development team. Our company is a large enterprise that is made up of a number of acquistions, close to 20 in ...
Rockdocta's user avatar
  • 154
0 votes
2 answers
227 views

How to build relationship standard / custom object

I have the following standard and custom objects and I'm little lost how to build the relationship, let me first describe you my data model and then what I'm looking for. my data model is: Standard ...
Nick's user avatar
  • 7,153
0 votes
1 answer
131 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 ...
Endrit Sino's user avatar
4 votes
2 answers
5k 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 ...
ParoTech's user avatar
  • 545
7 votes
1 answer
3k 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 ...
Charles Koppelman's user avatar
5 votes
1 answer
4k 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 ...
Ralph Callaway's user avatar