2.3 Data Management Tools
The Schema Builder is a visual tool within Salesforce that provides a graphical representation of your organization’s data model. It allows you to create, modify, and view objects, fields, and relationships in a visual interface. With the Schema Builder, you can
Add Objects: Create new custom objects with fields and relationships.
Add Fields: Define the fields for each object, specifying data types and properties.
Create Relationships: Establish relationships between objects using lookup or master-detail relationships.
View Object Dependencies: See how objects are related to each other in a visual diagram.
Plan Data Model: Plan and design your organization’s data structure before implementing changes.
Entity Relationship Diagram (ERD) Creation: Schema builder can be used to create an ERD that illustrates a particular feature for the client.
The Schema Builder is a powerful tool for administrators and developers to design and manage the data architecture of their Salesforce organization in a user-friendly and intuitive manner. It helps ensure that your data is organized, structured, and related correctly, which is crucial for effective data management and application development.
You can go to Setup ➤ Type “Schema Builder” in quick find box on the left.
The Data Import Wizard is a tool within Salesforce that allows users to import data from a CSV (comma-separated values) file into their Salesforce organization. It is an efficient and user-friendly tool that can be accessed directly from Salesforce Setup, without any additional configuration needed. The tool provides a unified interface through which users can import data for accounts and contacts, leads, solutions, and custom objects. With the Data Import Wizard, users can seamlessly import, update, or upsert data into multiple standard objects and custom objects within their Salesforce org, up to 50,000 records per import. The tool also enables users to compare their data fields with the Salesforce fields they can import into and verify that their data will be mapped into the appropriate Salesforce fields. Users can make any necessary configuration changes in Salesforce to handle the imported data.
You can go to Setup ➤ Type “Data Import Wizard” in quick find box on the left.
A Data Loader is a software tool that enables automated, high-volume import, export, and storage of Salesforce data. It is used for bulk importing and exporting of data. Data Loader reads, extracts, and loads data from comma-separated values (CSV) files during the import process, or from a database connection. It allows users to add, update, and edit large amounts of data at once and supports operations such as inserting, updating, deleting, and exporting data. Users can map fields, transform data, and automate operations using the command line interface. It is important to note that Data Loader is different from the Data Import Wizard. The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, campaign members, and another. You can also import data for custom objects and can import up to 50,000 records at a time. In contrast, Data Loader allows users to load up to 150 million records and supports more complex imports of data.
Data Export refers to the process of exporting and creating backups of your organization’s data from your Salesforce instance to an external location. It allows you to capture a snapshot of your data at a specific point in time, which is crucial for data backup, recovery, compliance, and data migration purposes. Salesforce offers a built-in Data Export feature that enables you to export your data in a structured format, typically in CSV file. Users can export data manually or schedule automatic exports like weekly or monthly intervals. It’s important to note that while Data Export is useful for creating backups and snapshots, it might not be the ideal solution for all data integration or synchronization needs. For more complex data operations, you might consider using other tools such as Salesforce Data Loader, third-party integration platforms, or custom development using Salesforce APIs.
You can go to Setup ➤ Type “Data Export” in the search field on the left menu.
Mass Delete Records refers to the process of deleting a large number of records from one or more objects in a single operation. This feature is particularly useful when you need to remove multiple records that meet certain criteria or are no longer needed, saving time and effort compared to manually deleting records one by one. It’s important to exercise caution when using the Mass Delete Records feature, as deleted data cannot always be fully recovered. Always carefully review the criteria and records that will be affected before confirming a mass delete operation. Additionally, it’s a good practice to perform a backup or export of the data you intend to delete before proceeding. Mass Delete Records is a powerful tool for data management in Salesforce, but it should be used thoughtfully and responsibly to ensure data accuracy and integrity.
You can go to Setup ➤ Type “Mass Delete Records” in the search field on the left menu.
Workbench is a free web-based tool that offers a variety of functionalities for interacting with your Salesforce organization’s data, metadata, and APIs.
It can be used for data management activities such as bulk record updates, mass creation, and mass deletion by bringing together a variety of really useful capabilities in a single tool. It allows users to perform data manipulation language (DML) operations and can retrieve and deploy the metadata of custom applications, objects, and
other components using Metadata API. Workbench is a powerful tool for Salesforce administrators and developers to manage their data and metadata in a user-friendly and intuitive manner.
See more details here https://workbench.developerforce.com.
Acedexam Training Policies
Learning resources
Other resources
Our Training Providers
