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.
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.
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 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?
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.
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.
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.
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.
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