Chapter 2 of 5 · Salesforce Platform App Builder
Data Modeling and Management
Choosing a data model, lookup and master-detail relationships, field types and data tools.
- 3topics
- 12 minfast track
- 1diagrams and exhibits
- 20%of the exam
Topics in this chapter
Take them in order, or jump to the one you need.
- 1Choosing a Data Model and Relationship TypesSalesforce data modeling: custom objects, lookup, master-detail, many-to-many junction, hierarchical and external relationships…Diagram4 min
- 2Field Data Type ConsiderationsSalesforce field types for app builders: choosing text, number, picklist, formula and lookup fields, external IDs, and what…4 min
- 3Data Import, Export and External Data SourcesSalesforce data options: Data Import Wizard vs Data Loader, upsert with External IDs, Data Export Service, and Salesforce Connect…4 min
About this chapter
What this chapter covers
Data Modeling and Management is 20% of the Salesforce Certified Platform App Builder exam. It covers choosing a data model, relationship types and their impact on access, the user interface and reporting, field data type considerations, and data import and export options, including external data.
Questions are mostly scenarios: a company has a requirement, and you choose the declarative feature or setting that meets it. Writing code is the expected answer only when declarative tools cannot meet the requirement.
How the topics fit together
The data model is the foundation of every app. Objects hold the data, relationships connect them, field types define what can be stored, and data tools load, export or connect it.
Master-detail versus lookup is the most tested decision in this chapter. Roll-up summaries, cascade delete and inherited sharing all point to master-detail.
How to use these pages
Each topic page has the same shape, so you can skim for what you need.
- What it is: the idea in plain words.
- How it works: the mechanism, with tables and examples.
- What to remember for the exam: the facts to memorise and how questions are phrased.
- Common mistakes: the classic traps.
- Check yourself: three questions to test your understanding.
Ready for more practice?
The full Salesforce Platform App Builder question bank has 648 questions, with timed practice exams and an explanation for every answer.
This study guide is independent and is not affiliated with, endorsed by, or sponsored by Salesforce. Vendor names, certification names and exam codes are trademarks of their respective owners and are used for identification only.