Salesforce Data Model: Know Your CRM From the Inside Out
Get a clear understanding of how Salesforce organizes data — from standard objects and custom fields to junction objects, record types, and relationships.
Section 1
Core Object Concepts
Start With the Building Blocks
Everything in Salesforce is built on objects. Whether you’re customizing your org or cleaning up technical debt, mastering object relationships is the foundation of every great setup.
🔹 What Are Salesforce Objects?
→ Standard vs. custom objects explained with examples
🔹 What Are Salesforce Custom Objects?
→ Use cases, limitations, and best practices
🔹 What Are Salesforce Junction Objects?
→ How to build many-to-many relationships the right way
Section 2
Understanding Record Types & Layouts
Unlock Customization with Record Types
Record Types let you customize the experience for different teams, users, or processes. These guides help you implement them cleanly — without introducing chaos.
🔹 What Are Salesforce Record Types?
→ When to use them (and when not to)
🔹 How Record Types Affect Page Layouts & Picklists
→ Make sure your UI stays aligned with user intent
🔹 Dynamic Forms + Record Types
→ Conditional layout logic for modern orgs
Section 3
Users, Profiles & Permissions
Access Control & User Structure
The data model is only as useful as the people using it. These guides help you understand how users, profiles, and permission sets interact with your object setup.
🔹 What Are Salesforce Users?
→ User types and lifecycle
🔹 Contacts vs. Users vs. Leads
→ Clarify confusion with real-world examples
🔹 Profile & Permission Strategy for Admins
→ (coming soon)
Section 4
Connecting It All – The Data Model in Action
How It All Works Together
Here’s how all the pieces — objects, users, record types — connect in real-world orgs. These guides show how to apply what you’ve learned in smarter CRM structures.
🔹 Data Modeling Best Practices
→ Naming conventions, field planning, relationship design
🔹 Using the Schema Builder to Map Relationships
→ Visualize and plan better
🔹 Dynamic Search Flow with Objects
→ Build smart user interfaces with a strong model behind them
Need Help With Your Org’s Data Model?
Schedule a Free 15-Min Review
If your org’s object model is messy or outdated, I’ll help you simplify it — without breaking business logic. Book a quick consult and let’s clean things up.
