Using Salesforce Schema Builder

Accessing Schema Builder

1. Log in to your Salesforce account.
2. Click the Gear icon (⚙️) in the top-right corner.
3. Select Setup.
4. In the Quick Find box (left sidebar), type “Schema Builder” and click it.
5. The first time you access Schema Builder, numerous objects are pre-selected.
6. 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

1. Click Clear All to clear out all objects.
2. Click the checkbox next to any object on the left panel to display it.
3. Each object will show its:
   • Fields (with data types like Text, Number, Lookup, etc.)
   • Relationships (arrows showing how objects are linked)
4. 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:    

• 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.