Salesforce Data Models for Pros: Simplifying The Complexities
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This document discusses Salesforce (SFDC) data models, focusing on object relationships such as master-detail, one-to-many, lookup, and polymorphic relations. It details querying techniques using SOQL to handle tasks and events, including fetching deleted records and tracking metadata history. Additionally, it highlights security and permissions related to access and interactions with SFDC data, alongside examples of how to use the Salesforce API for data manipulation.
![ { 'totalSize': 2,
'records': [
{'Company': ‘Salesforce.com', u'Tasks': None, u'Id': u'00Qd0000007Q36GEAS'},
{'Company': ‘Implisit',
'Tasks': {'totalSize': 1, u'records': [{'Id': u'00Ti000000zM7rLEAS'}]},
'Id': u'00Qd0000007Q36GEAS'}
]}
Nested SOQL Query - result](https://image.slidesharecdn.com/l4madhx1rrejvm7h9tqf-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220143-lva1-app6891/85/Salesforce-Data-Models-for-Pros-Simplifying-The-Complexities-22-320.jpg)
![ from suds.client import Client
…
soap_api = Client(wsdl_url)
describe_global_res = soap_api.service.describeGlobal()
supported_obj_names = [sobject.name for describe_global_res['sobjects']]
describeGlobal() - list supported objects](https://image.slidesharecdn.com/l4madhx1rrejvm7h9tqf-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220143-lva1-app6891/85/Salesforce-Data-Models-for-Pros-Simplifying-The-Complexities-34-320.jpg)
![ get_desc_url = "https://na15.salesforce.com/services/data/v32/sobjects/Lead/describe"
desc_json = json.loads(perform_request(get_desc_url))
lead_fields_metadata = desc_json['fields']
// get all available field names
lead_field_names = [field['name'] for field in lead_fields_metadata]
Describe](https://image.slidesharecdn.com/l4madhx1rrejvm7h9tqf-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220143-lva1-app6891/85/Salesforce-Data-Models-for-Pros-Simplifying-The-Complexities-36-320.jpg)
![ [(DescribeSObjectResult){
…
activateable = False
keyPrefix = "00Q"
label = "Lead"
labelPlural = "Leads"
layoutable = True
mergeable = True
name = "Lead"
queryable = True
replicateable = True
retrieveable = True
searchLayoutable = True
searchable = True
triggerable = True
undeletable = True
updateable = True
….
}]
Describe - output](https://image.slidesharecdn.com/l4madhx1rrejvm7h9tqf-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220143-lva1-app6891/85/Salesforce-Data-Models-for-Pros-Simplifying-The-Complexities-37-320.jpg)
![ # get all picklist values for a field
def get_active_picklist_values(obj_fields_metadata, field_name):
for field_metadata in fields_metadata:
if field_metadata['name'] != field_name:
continue
picklist_values = field_metadata.get('picklistValues', [])
return [ picklist_val['value']
for picklist_val in picklist_values
if picklist_val['active'] ]
Describe](https://image.slidesharecdn.com/l4madhx1rrejvm7h9tqf-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220143-lva1-app6891/85/Salesforce-Data-Models-for-Pros-Simplifying-The-Complexities-38-320.jpg)
![ (Field){
autoNumber = False
byteLength = 120
calculated = False
caseSensitive = False
createable = True
custom = False
defaultedOnCreate = False
deprecatedAndHidden = False
digits = 0
filterable = True
groupable = True
idLookup = False
label = "Lead Source"
length = 40
name = "LeadSource"
nameField = False
namePointing = False
nillable = True
permissionable = True
picklistValues[] =
(PicklistEntry){
active = True
defaultValue = False
label = "Advertisement"
value = "Advertisement"
},
...
precision = 0
restrictedPicklist = False
scale = 0
soapType = "xsd:string"
sortable = True
type = "picklist"
unique = False
updateable = True
},
Describe – single field output](https://image.slidesharecdn.com/l4madhx1rrejvm7h9tqf-signature-7873c75031ac31677418d06ca1135ba58cf1db5a062456d83a04778887726afe-poli-151012220143-lva1-app6891/85/Salesforce-Data-Models-for-Pros-Simplifying-The-Complexities-39-320.jpg)
Salesforce Data Models for Pros: Simplifying The Complexities
- 1. SFDC Data Models for Pros - Simplifying The Complexities Baruch Oxman R&D Manager, Implisit @implisithq, @baruchoxman
- 3. Implisit – Intro & Motivation
- 4. Implisit – Intro & Motivation Data Entry, Insights & Analytics Standalone UI Real-time SFDC Data interaction Offline SFDC Data Processing
- 6. In this session Object Relationship Types Polymorphic Relations Security & Permissions Deleted RecordsMetadata History Records
- 8. • Master-Detail • One-to-Many • Lookup • Many-to-Many • Polymorphic relations Object Relations
- 9. • Closely linked objects • Detail extends the master • Owner of master owns the child record • Example: • Custom “AccountDetails” object, extending Account Master-Detail Relationship Master Detail
- 12. Many-to-Many Contact Lead Campaign Campaign Task Task Contact Contact
- 13. Many-to-Many CampaignCampaign Contact Contact Campaign Member Campaign Member Campaign Member TaskRelation TaskRelation TaskRelation Task TaskLeadContact
- 14. Tasks & Events
- 16. Polymorphic Relations Task Attachment Contact/Lead Opportunity/Case/ Account Opportunity/Case/Account/Contact/Lead/… WhatId WhoId ParentId
- 17. Challenge
- 18. SELECT Subject, Account.Name, Who.Company FROM Task Error: “No such column 'Company' on entity 'Name'…” Naïve Approach
- 19. 1. SELECT Subject, Account.Name, WhoId FROM Task 2. SELECT Company FROM Lead WHERE Id IN <WhoId list from previous query> 1st option: 2 SOQL queries
- 20. SELECT Subject, Account.Name, TYPEOF Who WHEN Lead THEN Company END FROM Task • Developer preview, to enable - contact Salesforce 2nd option: TYPEOF
- 21. SELECT Id, Company, (SELECT Id FROM Tasks WHERE <tasks filtering condition>) FROM Lead Nested SOQL Query
- 22. { 'totalSize': 2, 'records': [ {'Company': ‘Salesforce.com', u'Tasks': None, u'Id': u'00Qd0000007Q36GEAS'}, {'Company': ‘Implisit', 'Tasks': {'totalSize': 1, u'records': [{'Id': u'00Ti000000zM7rLEAS'}]}, 'Id': u'00Qd0000007Q36GEAS'} ]} Nested SOQL Query - result
- 23. SELECT Id, Who.Name FROM Task WHERE Who.Type = ‘Lead’ TYPE qualifier
- 24. History records
- 25. Motivation
- 26. History records Accounts Cases Products Leads Contacts Opportunities Contracts Assets and more…
- 27. • Field Name • Old Value • New Value • Id (AccountId / OpportunityId / ContactId / …) • Who changed it and when ? • Read-only records Structure
- 28. { "Id" : "017200000GScFz0AQF", "Field" : "StageName", "OldValue" : "Intro", "NewValue" : "Closed Lost", "OpportunityId" : "0062000000W1QT6AAN", "CreatedById" : "00520000003KQCNAA4", "CreatedDate" : "2014-02-24T09:39:04.000+0000", } OpportunityFieldHistory record - example
- 29. • Monitoring a subset of fields: • Amount • Probability • Stage • Close Date • Few more… • Each record contains the values for all these fields • Useful for pipeline snapshots OpportunityHistory
- 30. { "Id" : "00820000014EWPlAAO", "Amount" : 5280.0, "CloseDate" : "2014-12-31", "ExpectedRevenue" : 5280.0, "ForecastCategory" : "Closed", "Probability" : 100.0, "StageName" : "Closed Won", "OpportunityId" : "0062000000W0TMNAA3", "SystemModstamp" : "2015-01-22T08:41:32.000+0000", "CreatedById" : "00520000003KQCNAA4", "CreatedDate" : "2015-01-22T08:41:32.000+0000", } OpportunityHistory record - example
- 32. Security & Permissions Objects Fields Records Relations
- 33. Objects Metadata
- 34. from suds.client import Client … soap_api = Client(wsdl_url) describe_global_res = soap_api.service.describeGlobal() supported_obj_names = [sobject.name for describe_global_res['sobjects']] describeGlobal() - list supported objects
- 35. (DescribeGlobalSObjectResult){ activateable = False createable = True custom = False customSetting = False deletable = True deprecatedAndHidden = False feedEnabled = True keyPrefix = "001" label = "Account" labelPlural = "Accounts" layoutable = True mergeable = True name = "Account" queryable = True replicateable = True retrieveable = True searchable = True triggerable = True undeletable = True updateable = True }, describeGlobal() – output example
- 36. get_desc_url = "https://na15.salesforce.com/services/data/v32/sobjects/Lead/describe" desc_json = json.loads(perform_request(get_desc_url)) lead_fields_metadata = desc_json['fields'] // get all available field names lead_field_names = [field['name'] for field in lead_fields_metadata] Describe
- 37. [(DescribeSObjectResult){ … activateable = False keyPrefix = "00Q" label = "Lead" labelPlural = "Leads" layoutable = True mergeable = True name = "Lead" queryable = True replicateable = True retrieveable = True searchLayoutable = True searchable = True triggerable = True undeletable = True updateable = True …. }] Describe - output
- 38. # get all picklist values for a field def get_active_picklist_values(obj_fields_metadata, field_name): for field_metadata in fields_metadata: if field_metadata['name'] != field_name: continue picklist_values = field_metadata.get('picklistValues', []) return [ picklist_val['value'] for picklist_val in picklist_values if picklist_val['active'] ] Describe
- 39. (Field){ autoNumber = False byteLength = 120 calculated = False caseSensitive = False createable = True custom = False defaultedOnCreate = False deprecatedAndHidden = False digits = 0 filterable = True groupable = True idLookup = False label = "Lead Source" length = 40 name = "LeadSource" nameField = False namePointing = False nillable = True permissionable = True picklistValues[] = (PicklistEntry){ active = True defaultValue = False label = "Advertisement" value = "Advertisement" }, ... precision = 0 restrictedPicklist = False scale = 0 soapType = "xsd:string" sortable = True type = "picklist" unique = False updateable = True }, Describe – single field output
- 41. getDeleted() • SOAP • Single API call queryAll(isDeleted = True) • REST • Multiple API calls • Recycle Bin objects Tracking deleted records
- 42. Summary Object Relationship Types Polymorphic Relations Security & Permissions Deleted RecordsMetadata History Records
- 43. • Object relationships types • SFDC Sales Objects relationships diagram • describeGlobal, describeSObject • SFDC Task & Event objects • SOQL Polymorphism • Understanding Polymorphic Keys and Relationships • Polymorphic Lookups • TYPEOF Additional Resources
- 46. Thank you