Data Modeling Best Practices in Force.com Mary Scotton Developer Evangelist salesforce.com @rockchick322004

Carolyn Adams VP of Client Services Outbox Systems @CarolynBAdams

Data Modeling Best Practices in Force.com What is up with Standard & Custom Objects? Mary Scotton Developer Evangeist salesforce.com @rockchick322004

Carolyn Adams VP of Client Services Outbox Systems @CarolynBAdams

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Agenda • Overview • Modeling People • Modeling Events • Modeling Revenue • Modeling New Business Functions • Q&A

Custom Objects

You’re on your own

Standard Objects

Salesforce does the work for you

Consideration Standard Custom

Availability

•  All Salesforce instances

•  Platform Users: Accounts & Contacts only

•  Just your Salesforce instance

•  Platform Users: All custom objects

Relationships

•  Built-in relationships (e.g., Opp and Forecasts)

•  Can’t be the Detail object in a Master-Detail

•  More flexibility when adding fields and relationships

AppExchange

•  Consumer: Many extensions to standard objects

•  Publisher: All customers have standard objects

•  Consumer: Less apps available

•  Publisher: More control over the object behavior

Standard vs Custom Objects What are the differences?

Use to introduce a

demo, video, Q&A, etc. Use Case: Event Management

Mother-Son Bowling

Modeling People

Contacts

Mary & Noelani Scotton

Gabriel Scotton

Household Form # Custom Obj Accounts

Data Model: People

Contacts

Mary Scotton Noelani Scotton Gabriel Scotton

Accounts “1 household has many people”

Scotton Household

Accounts & Contacts Always use these. Always. Really.

• Salesforce1 Mobile App powers • Name & Address fields • Send an Email, Mass Email • Activities:

–  WHO (Contact, Lead) –  WHAT (Account, Custom Obj, others)

Modeling Events

PTA Events Activities (Events) Custom Obj Campaigns

Contacts

Data Model: Events

Contacts

Mary Scotton Noelani Scotton Gabriel Scotton

Campaign

“1 event has many attendees”

Campaign Member

“1 contact can attend many events”

Mary Scotton | MSBowling 2014 Noelani Scotton | MSBowling 2014 Gabriel Scotton | MSBowling 2014

MSBowling 2014

Campaigns & Campaign Members These make event attendee management easy.

• Start & End Date • Member Management • Built-in List View Filter on Contacts • Can populate them directly from reports (on Contacts or Leads, using Standard Report Types)

Use to introduce a

demo, video, Q&A, etc. Demo

Mother-Son Bowling

Place Customer or

Partner logo in white area of

slide, centered horizontally

Carolyn Adams VP of Client Services

Use to introduce a

demo, video, Q&A, etc.

Use Case: Managing Recurring Revenue in Salesforce From Bookings, to Scheduled Revenue, to on-going Asset management

What is Recurring Revenue? Is my company in a recurring business model?

Examples: • Subscription-based Products (software licenses)

• Recurring Services (support plans, maintenance contracts, retained professional services)

New Business

Modeling Recurring Revenue How do I manage my recurring business?

Managing a recurring revenue model brings a lot of questions:

• Where do we track current versus expired subscriptions?

• How do we quote subscriptions, especially on a line-by-line basis (i.e. individual devices or memberships)?

• What is the process for upgrades and add-ons? • How can sales stay on top of the upcoming renewals?

Data Model: Recurring Revenue Let’s stick to out-of-the-box functionality

Opportunities can have product lines attributed to them so you know what is being sold.

Those lines can be scheduled to be fulfilled over time.

Those products and schedules can update Assets on the Account which represent the customer’s full portfolio of products owned.

Accounts

Opportunities

Opportunity Products

Product Schedul

es

Assets

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demo, video, Q&A, etc. Demo

Product Schedules

Would custom objects work for recurring revenue?

• Yes However, they have limited customizations (e.g., can’t add custom fields or customize the related list)

*Recurring Revenue in Salesforce is ingrained in many other aspects *Deviating from the standard functionality will limit your Salesforce potential

–  Limit ability to use other standard features: forecasting, etc. –  Can’t use AppExchange packages that rely on standard objects –  You’re off the release train…

*

Use to introduce a

demo, video, Q&A, etc. Use Case: New Business Function

OK, now it’s a good time for custom objects

Modeling New Business Functions Yes, this is a good time to create custom objects

•  Projects •  Invoices •  Job Openings •  Expenses •  Surveys •  Proposal Forms (RFP’s)

Use to introduce a

demo, video, Q&A, etc. Extra Credit

Adding more power to your data model

Record Types FTW !

• Create subcategories for your data

• Allow different views, processes & picklists for different records

• Only available in Enterprise Edition and above

Rename Tabs and Labels

• Make standard objects match your business terminology

• Supports all (supported) languages

• WARNING: Does not change object names in Setup (confusion may and will occur)

Mary Scotton Developer Evangeist salesforce.com @rockchick322004

Carolyn Adams VP of Client Services Outbox Systems @CarolynBAdams