Designing a data model

In this section, we will look at how to determine an appropriate data model when building apps in Salesforce, which is one of the core objectives of the Data Modeling and Management objective in the Certified Platform App Builder exam. In the exam, you can expect to be given a scenario in which you will be asked how to design a data model in the Salesforce Platform that satisfies the requirements set out in the scenario.

To help reinforce the skills and knowledge needed to create the data model, we’ll do some practical work in Salesforce. So, if you do not have a Salesforce environment to carry this out in, create a free developer org as detailed in Chapter 1, Core Capabilities of the Lightning Platform.

Using an example scenario, we will now design a data model and look at the process of identifying the most appropriate design for the entities and relationships.

Example scenario – custom lead assignment

You will now be presented with an example scenario...