Visualize Your Salesforce Data With Lightning Schema Builder

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Visualize Your Salesforce Data With Lightning Schema Builder

In platforms like Salesforce, data is never easy to understand. Especially, when it comes along with different data objects, relationships, custom fields, etc. To solve this problem and make things simpler for the users, Salesforce came up with a tool with which you can visualize the data graphically. And that resourceful tool is the Lightning Schema Builder.

New to Salesforce Lightning? Here’s all that you need to know

In this post, we’ll show how you can leverage Lightning Schema Builder to understand and visualize your data efficiently. To help with the process, we’ve embedded few Whatfix flows.

Automate your Salesforce right away, with the new Lightning Process Builder

These Whatfix flows when viewed in live mode, will be available as interactive pop-up balloons that will walk you through each task in your Salesforce Lightning Platform.

To enable it, install our Whatfix Flows Editor extension and then try out the Whatfix way by clicking on the ‘See Live’ button on the flows. 

The Whatfix Way

What is Lightning Schema Builder?

The Lightning Schema Builder is a dynamic environment, where you can represent your Salesforce data objects, custom fields, and its relationships in a graphical way. By using it, you will be able to simplify the tedious tasks of designing, implementing and modifying your schema or data model comfortably.

In Salesforce Classic, finding details of a relationship or creating custom fields in your schema, would have been a long process. Especially, because you would have to click from page to page to find the required details. But now, with the Lightning Schema Builder, you have the new drag and drop functionality that makes the whole task seem effortless. All you have to do is, click on the custom objects or fields, drag it into the Schema builder canvas and voila, you have your relationships set.

Curious about how Lightning Schema Builder works? Then, let’s have a hands-on session, shall we?

How to create objects with Lightning Schema Builder?

As we had mentioned earlier, Lightning Schema Builder’s drag and drop functionality has completely changed the way to visualize data. View the flow below in the See Live mode to create data in the Lightning Schema Builder in real-time.

How to delete custom objects in Schema builder?

Once you start creating your schema’s, most likely you would end up with a lot of data graphs. If you need to edit or delete any of them, you can do it quickly via the flow below.

How to create field on Lightning Schema Builder?

Creation of custom fields is another functionality available in it. Once you have created them, you can easily assign relations such as look-up relation or master-detail relation to them. This flow will guide you through the task.

How to delete custom objects in Lightning Schema Builder?

Updating your schema builder from time to time is important. Just like what you had done with the objects, if the custom fields seem cluttered or is not useful to you anymore, then you can remove it instantly.

So now you don’t have to worry about managing or reformatting large data tables.

Have you read: Best practices to setup Salesforce Lightning for your organization

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Gokul Suresh

Gokul Suresh

Gokul leads the Content, Inbound and Social Media efforts at Whatfix.

A Techie by education and a Marketer by choice, he loves consuming new ideas and experimenting with new tools. He's an expert in B2B content, who nowadays eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!
If you like/dislike his articles, then feel free to tweet out to him. He enjoys constructive criticism.
Gokul Suresh

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