How to Use Salesforce Schema Builder

Julie Contino |
 Learn Salesforce |
 Mar 28, 2022

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 Contino

Jr. Developer

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.

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