In today’s video, we’ll show you how to use Salesforce Schema Builder. Schema Builder is an all-in-one Salesforce tool that allows you to view object and object relationships at-a-glance. It also allows you to create objects, fields, and relationships, while being able to visually
review your changes. To get started, follow these steps.
1. Navigate to Setup.
2. Search for and select ‘Schema Builder’ in the Quick Find Box.
3. In the left panel you can select which objects to view or Clear All to remove them. You can also drag the objects in a way that best helps you visualize your data.
4. You can create objects by navigating to Elements > Object and dragging it on the canvas – then filling out the details.
5. You can also navigate to Elements > Objects and drag fields onto the canvas to create fields, including relationship and formula fields.
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Julie Anna Contino
Julie Anna is a junior developer with a passion for learning and problem-solving. She graduated with a Bachelor's degree in Computer Science and has four years of development experience. She's excited to be a part of the Salesforce ecosystem and combine her previous experience with her passion for helping clients thrive.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.