Salesforce Development: Data Modeling and Management from Pluralsight

This course will teach you the different types of fields in Salesforce and how to create and manage a data model. It will also teach you the different ways to import and export data in Salesforce.

The data model you create has implications on all aspects of the platform, so it’s essential that you give some thought to how to relate your objects to each other and how to manage the corresponding data. In this course, Salesforce Development: Data Modeling and Management, you’ll learn how to create and manage a data model in Salesforce. First, you’ll explore all the different types of fields in Salesforce including formula fields. Next, you’ll discover the different types of relationships that can exist between objects and how to pick one over the others. Finally, you’ll learn about the different tools to import and export data in Salesforce and the reasons to use each one. When you’re finished with this course, you’ll have the skills needed to pick the right types of fields and relationships for your data as well as manage that data in your organization.

What's inside

Syllabus

Course Overview

Data Modeling

Importing and Exporting Data

Wrap Up

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Develops core foundational understanding of the Salesforce data model

Offers comprehensive study of one aspect of Salesforce, data modeling and management

Builds a strong foundation for beginners who are new to Salesforce data modeling

Teaches real-world use cases which helps learners apply data modeling principles in Salesforce development

Provides hands-on labs and interactive materials for practical experience in data modeling tasks

Taught by Adam Olshansky, who has extensive knowledge and experience in Salesforce development

Reviews summary

Mastering salesforce data modeling and management

Learners say this course provides an excellent foundation for Salesforce data modeling and management. Students highlight the instructor's clear explanations and the highly practical nature of the content, with many finding the hands-on exercises invaluable for immediate application. While it offers a comprehensive overview for beginners, some more experienced learners felt it lacked deeper coverage on advanced topics or large-scale data scenarios. A few recent reviews also mentioned that certain demonstrations feature slightly outdated Salesforce UI visuals, though the core concepts remain relevant.

Generally concise, but some parts feel rushed.

"It's concise yet comprehensive."

"Some sections felt a bit rushed, and I had to rewatch a few times."

"Excellent and to the point."

Provides a strong core for beginners and new developers.

"This course was exactly what I needed to grasp Salesforce data modeling."

"Good foundational course. For an intro, it's solid."

"This course significantly improved my understanding of Salesforce data architecture. I'm now much more confident in designing data models."

Hands-on approach facilitates immediate skill use.

"The hands-on exercises cemented my understanding. Highly recommend for anyone starting with Salesforce development."

"I appreciated the practical focus, which allowed me to apply what I learned immediately in my projects."

"The section on data loader was also very practical. Definitely a must-take for aspiring Salesforce admins/developers."

Instructor excels at simplifying complex topics.

"The instructor's explanations were incredibly clear, especially on relationship types."

"Outstanding course! The content on formula fields and roll-up summaries was particularly insightful."

"Amazing clarity from the instructor. The course content is highly relevant for anyone working with Salesforce."

Some course demonstrations feature older UI elements.

"The demos were helpful, though some UI elements seemed slightly different from my current org."

"My main feedback would be to update a few of the older visuals in the videos; Salesforce UI changes quite often..."

"A few demos seemed to reference older Salesforce versions, which can be a little jarring sometimes."

May lack advanced detail for experienced professionals.

"I would have liked a bit more depth on advanced scenarios or best practices for large-scale data migrations..."

"It's good for absolute beginners but might lack the depth for someone with some prior exposure."

"For those with some experience, it might feel a bit slow at times, covering ground I already knew."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Development: Data Modeling and Management with these activities:

Compile Course Materials

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Compiling all of the course materials in one place will help you stay organized and keep track of your progress.

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Create a folder for the course.
Download all of the course materials.
Organize the materials into subfolders.

Find a Salesforce Mentor

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Finding a Salesforce mentor can provide you with guidance and support as you learn about data modeling.

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Attend Salesforce user groups and meetups.
Connect with Salesforce professionals on LinkedIn.

Create a Data Model for a Simple Business

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Creating a data model for a simple business will help you practice the skills you learn in this course.

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Choose a simple business to model.
Identify the entities and relationships in the business.
Create a data model in Salesforce.

Two other activities

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Show all five activities

Attend a Salesforce Data Modeling Workshop

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Attending a Salesforce data modeling workshop can help you learn from experts and get hands-on experience.

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Search for Salesforce data modeling workshops in your area.
Register for a workshop.

Create a Data Model for a Real-World Business

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Creating a data model for a real-world business will give you hands-on experience with the skills you learn in this course.

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Choose a real-world business to model.
Interview stakeholders to gather requirements.
Create a data model in Salesforce.

Career center

Learners who complete Salesforce Development: Data Modeling and Management will develop knowledge and skills that may be useful to these careers:

Salesforce Developer

A Salesforce Developer designs and develops Salesforce applications. Salesforce Development: Data Modeling and Management is highly relevant to this role, as it provides a foundation in data management and analysis, as well as specific knowledge of Salesforce's data modeling capabilities.

See salaries and explore the career path for Salesforce Developer

Salesforce Administrator

A Salesforce Administrator manages and maintains Salesforce instances. Salesforce Development: Data Modeling and Management is highly relevant to this role, as it provides a foundation in data management and analysis, as well as specific knowledge of Salesforce's data modeling capabilities.

See salaries and explore the career path for Salesforce Administrator

Data Visualization Specialist

A Data Visualization Specialist creates visualizations to communicate data insights. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.

See salaries and explore the career path for Data Visualization Specialist

Data Architect

A Data Architect designs and manages the overall data architecture of an organization. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.

See salaries and explore the career path for Data Architect

Data Integration Specialist

A Data Integration Specialist integrates data from multiple sources to create a unified view of data. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Furthermore, this course's coverage of data importing and exporting could be relevant to this role.

See salaries and explore the career path for Data Integration Specialist

Data Governance Specialist

A Data Governance Specialist develops and implements policies and procedures to ensure the quality, accuracy, and consistency of data. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.

See salaries and explore the career path for Data Governance Specialist

Data Privacy Specialist

A Data Privacy Specialist develops and implements policies and procedures to ensure compliance with data privacy regulations. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.

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Data Quality Analyst

A Data Quality Analyst analyzes data to identify errors and inconsistencies. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.

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Database Administrator

A Database Administrator designs, implements, and maintains databases to ensure data integrity and availability. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.

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Business Analyst

A Business Analyst collaborates with stakeholders to understand and analyze business processes, identify areas for improvement, and develop solutions. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Moreover, this course's focus on data modeling can be relevant to a Business Analyst's work in designing and implementing data-driven solutions.

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Data Engineer

A Data Engineer designs, builds, and maintains data pipelines and infrastructure to support data analysis and machine learning. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. In particular, this course's focus on data modeling can be relevant to a Data Engineer's work in designing and implementing data pipelines and infrastructure.

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Data Scientist

A Data Scientist uses scientific methods, processes, algorithms, and systems to extract knowledge and insights from data. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Additionally, this course's coverage of data modeling could be relevant to this role, as data modeling is a core component of data science.

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Data Analyst

A Data Analyst designs and implements data collection and analysis to provide insights that inform business decisions. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Furthermore, this course's coverage of data importing and exporting could be relevant to this role.

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Product Manager

A Product Manager manages the development and launch of products. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Furthermore, this course's focus on data modeling can be relevant to a Product Manager's work in understanding and analyzing user data to inform product development.

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Software Engineer

A Software Engineer designs, develops, and maintains software applications. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Moreover, this course's coverage of data modeling and data importing and exporting could be relevant to the development of data-driven applications.

See salaries and explore the career path for Software Engineer