Fundamentals Flashcards
What is a Data Model
- A data model is more or less what it sounds like. It’s a way to model what database tables look like in a way that makes sense to humans.
- A data model in Salesforce is the way you store and structure your data. It’s important to think about your data model before importing G data into salesforce because it impacts everything from user experience to how you load your data.
- A data model is an aggregation of Salesforce objects and fields. Data modeling is the process of giving structure to your data using objects, fields, and relationships.
Standard objects
Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects.
Object: Account
Fields: Name, Phone, Website, Industry
Record: Acme Corporation
Object: Contact
Fields: Name, Email, Phone, Title
Record: John Doe
Field
A field is a piece of data that is stored in an object. For example, the Account object has fields such as Name, Phone, Website, and Industry. Fields are analogous to database columns
Object: Account
Fields: Name, Phone, Website, Industry
Record: Acme Corporation
Object: Contact
Fields: Name, Email, Phone, Title
Record: John Doe
Record
A record is a single instance of an object. For example, a record of the Account object would represent a specific account, such as Acme Corporation. Records are analogous to rows in a database table.
Object: Account
Fields: Name, Phone, Website, Industry
Record: Acme Corporation
Object: Contact
Fields: Name, Email, Phone, Title
Record: John Doe
Lookup Relationships
A lookup relationship in Salesforce is a type of relationship that allows you to connect two objects together. It is a one-to-many relationship, which means that one record in the first object can be related to many records in the second object.
For example, an account can have many contacts. In this case, the account object would be the “parent” object and the contact object would be the “child” object. The lookup relationship would allow you to see all of the contacts associated with a particular account.
Master-Detail Relationships
Sure. A master-detail relationship in Salesforce is a type of relationship that allows you to connect two objects together in a parent-child hierarchy. The master object is the parent object, and the detail object is the child object.
In a master-detail relationship, the master object controls certain behaviors of the detail object. For example, if you delete a master record, all of its associated detail records will also be deleted. The detail object also inherits the sharing and security settings of the master object.
Salesforce Identity
Salesforce Identity is a set of licenses that give organizations control over user access to Salesforce data. These licenses allow organizations to authenticate users across applications and digital channels. This control is important for maintaining the security and integrity of an organization’s data.
Salesforce Identity provides a single, trusted identity for employees, partners, and customers. It offers features such as:
Single sign-on
Connected apps
Social sign-on
Multi-factor authentication
Centralized user account management
User provisioning
App Launcher
SAML
SAML stands for Security Assertion Markup Language. It’s an open standard that uses XML to transfer authentication data between two parties. The parties are an identity provider (IdP) and a service provider (SP). The IdP authenticates users and passes their identity and authorization level to the SP.
SAML is primarily used to enable web browser single sign-on (SSO). SSO allows a user to authenticate once and access multiple systems without resubmitting credentials.
SAML is designed for cloud-based connections. It’s typically used for:
Web SSO
Cloud-based connections