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Tip of the Week

Tip of the Week – Easily design custom Salesforce solutions with the Schema Builder

If you’re a Salesforce administrator or developer, you know what a hassle it can be to build custom objects and fields. Dozens of clicks, repetitive processes, convoluted settings, and if your solution requires fields on multiple objects (as they so often do), it’s even worse. Close your eyes and imagine a world where building custom Salesforce solutions was as easy as building Reports. Great! Now stop imagining and go to that world!

Many in the Salesforce community haven’t discovered the joys of the Schema Builder, and I’d like to change that today! Go to Setup -> Build -> Schema Builder, give it a second to load all your objects, then just start building. Choose which objects to display and hide, then go to the Elements tab on the left and start dragging and dropping new objects and fields. All the settings are in one easy menu, so no clicking through the same repetitive wizard. When one field is done, no need to remember to click Save & New or click through to the next object, just drag the next one you’re looking for and keep going! When you’re done, all you have to do is update your sharing settings, and you’re ready to run. The Schema Builder will save you hours and sanity, and if you’re not already using it, today’s the day to dive in!

-Jared and the Salesforce Guys

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