What are the commonly used Object Relationships in Salesforce?
One to Many Relationships Self Relationships Many to Many
Define a One to Many Relationship in Salesforce using Accounts and Contacts.
One Account can have MANY related contacts but one Contact can ONLY have One Parent/Primary Account. Note: There is a way to show Contact relationships between multiple accounts but there will always be a Parent/Primary Account for Contacts.
Define a Self Relationship in Salesforce.
A Self Relationship is a One to Many Relationship where the Object references itself. For example, a Parent Account can have many Child Accounts but a Child Account can only have ONE Parent Account.
Define a Many to Many Relationship in Salesforce and provide an example using Campaigns and Contacts.
A Many to Many Relationship in Salesforce is established using a Junction or Join Object. The Join Objects Links each object of the Many to Many Relationship. A Many to Many Relationship consists of TWO, One to Many Relationships. Example: Contacts and Campaigns- the join is the Campaign Members. Each Contacts Membership in a Campaign is represented by a Campaign Member Record which also indicates that Contacts status within the Campaign.
What is an Entity Relationship Diagram (ERD)?
An Entity Relationship Diagram is used to visually represent Object Relationships. Separates the info you need for each table and how the tables link together (box and line form).
Entity Relationship Diagram Resources:
What are the five Major parts of an ERD?
What is an Entity in an ERD?
Represents a person, place or thing that you want to track in a database. This will become a table in the database.
For Example: Student
What is an Entity Instance?
An Entity Instance is each record or row in a table.
Example: Each Individual/Single Student
What is an Attribute in an ERD?
An Attribute desribes various characteristic about an individual entity. These are the columns in the table.
For Example: First Name
What is Primary Key in an ERD?
A Primary Key is an Attribute or group of Attributes that uniquely identifies an instance of the entity. MUST be unique so that no two rows will have the same value for that Attribute.
Example: Student ID
Sometimes you need more than one Attribute to make a Record Unique (Composite Key).
What is a Relationship in an ESRD?
A Relationship describes how one or more entities interact with eachother. Usually, a verb is used to desribe the Relationship.
Example: A student HAS a phone number.
What is Cardinality in an ERD?
Cardinality is the count of instances that are allowed or are necessary between Entity Relationships.
Minimum Cardinality- Fewest Number of Rows required for Relationship.
Maximum Cardinality- Cannot Exceed Number of Rows for Relationship.
Crow's Foot Notation:
1. One Mandatory- At least one Instance and ONLY one Instance.
2. Many Mandatory- At least one In stance but can have several Instances.
3. One Optional- Don't have to have an instance but if you do, you can only have one.
4. Many Optional- Don't have to ahve an instance, but if you do, no limit on Instances.
Where can I find the Saleforce ERDs for Standard Salesforce Objects?
What is Metadata?
Metadata is data that provides information about other data.
What are the three distinct types of Metadata?
What is Descriptive Metadata?
Describes a resource for purposes such as discovery and identification. It can include elements such as title, abstract, author and keywords.
What is Structural Metadata?
Metadata about containers of data and indictates how compound objects are put together.
For example, how pages are ordered to form chapters. It describes the types, version, relationships and other characteristics of digital materials.
What is Administrative Metadata?
Metadata that provides information to help manage a resource such as when and how it was created, file type and other technical information and who can access it.