Using Salesforce Schema Builder
Accessing Schema Builder
- Log in to your Salesforce account.
- Click the Gear icon (⚙️) in the top-right corner.
- Select Setup.
- In the Quick Find box (left sidebar), type “Schema Builder” and click it.
- The first time you access Schema Builder, numerous objects are pre-selected.
- Click Clear All to clear out all objects.
Understanding the Layout
- You’ll see and interact with objects and their relationships in the canvas area.
- The left-hand object list lets you select which standard and custom objects to display.
- You can drag and drop objects onto the canvas to view or edit them.
Viewing Objects and Fields
- Click Clear All to clear out all objects.
- Click the checkbox next to any object on the left panel to display it.
- Each object will show its:
- Fields (with data types like Text, Number, Lookup, etc.)
- Relationships (arrows showing how objects are linked)
- Use the TargetX Permission Viewer to identify fields associated with a specific feature or product.
Viewing Relationships
- Relationships (like Lookup and Master-Detail) are shown as lines/arrows between objects. Refer to the Legend for details:
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Click a field in an object to see relationship details:
Saving Your Work
- Changes are saved automatically when you add new objects or fields.
- There’s no need to click a global "save" button.
Tips
- Use the zoom and pan tools (bottom of the screen) to navigate complex schemas.
- You can click and drag objects around to keep your layout tidy.
- Use color coding in custom themes to visually organize different types of objects.
For more information, see the Salesforce Help & Training article Design your own Data Model with Schema Builder.