salesforce1 platform: data model, relationships and queries webinar

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Webinar: Data Models, Relationships and SOQL April 8, 2014

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In this webinar we will explore customizing your Salesforce1 data model. Different relationship types and utilisation in queries or in your custom Apex Code will be the main themes we will focus on. If you’ve ever wondered, “Lookup or Master Detail?”, or if even that question makes you scratch your head, this webinar is for you. Key Takeaways Tools for creating relationships Key distinctions between Lookup and Master Detail relationships Thinking beyond the database with relationships Common query and Apex patterns when using relationship data

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Page 1: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Webinar: Data Models, Relationships and SOQLApril 8, 2014

Page 2: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Rob WoodwardPlatform Solution Engineer@robw116

Page 3: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 4: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Agenda

Data Model & RelationshipsComparing Force.com with Relational DBMS

Relationship Types & the Predefined Join

Relationships & SOQLSOQL vs SQL

Relationship Queries

Page 5: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Assumptions

A basic understanding of the Force.com Platform including:– Creating Custom Objects

– Adding Custom Fields

– Navigating the UI

Knowledge of relational database concepts– Tables

– Primary/Foreign Keys

– Joins

Page 6: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Data Model and Relationships

Relationships and SOQL

Agenda

Page 7: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Data Model and the Force.com Platform

sObject: – Table-like data

structure• Records

• Fields

– Extensible

– Queryable/Updatable

– Relationships

Automatic Features:– User Interface

– Security• CRUD

• Field-level

• Record-level (ACL)

– REST & SOAP APIs

Page 8: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Standard Data Model

Standard Objects– Account

– Contact

– Lead

– Opportunity

– Case

– …

Standard Fields– Id

– Name

– CreatedBy/Date

– LastModifiedBy/Date

– OwnerId

– IsDeleted

– …

Page 9: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Extensible Data Model

Custom Objects– Workshop__c

– Room__c

– …

Custom Fields– Status__c

– Type__c

– Start_Time__c

– End_Time__c

– …

Page 10: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Relationships: The Predefined Join

RDBMS– Join at

runtime with SQL or view

Force.com– Predefined

join at design-time

– Similar to integrity constraints

Page 11: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Master-DetailLookup

Relationship Types

NeverOptional

CascadeClear

Field/Block/Cascade*

Nullability

Delete Behavior

Child Inherits from Parent

Independent Parent/Child

225

Record Sharing Access

Max Allowed Fields

Page 12: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Demo Use Case: – Community Centre

– Workshops and Rooms

Page 13: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Data Model and Relationships

Relationships and SOQL

Agenda

Page 14: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

SOQL

Salesforce Object Query Language

SQL-like syntax

Queries the Force.com Object Layer

Used in:– Apex

– Developer Tools (Developer Console, Eclipse, Workbench, …)

– API (REST, SOAP, Bulk, …)

Page 15: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

From SQL to SOQL

At first may look familiar

Important differences

Learn the differences

Use good data design practices

Page 16: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

From SQL to SOQL: The Familiar Bits

Table-like structure

Similar query syntax

Indexed

Transactional

Triggers

SELECT Id, Name, Capacity__c FROM Room__c WHERE Capacity__c > 10

Page 17: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

From SQL to SOQL: Immediate Differences

No select *

No views

SOQL is read-only

Limited indexes

Object-relational mapping is automatic

Schema changes protected

Page 18: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

From SQL to SOQL: Differences To Learn

sObjects are not actually tables – multi-tenant environment

Relationship metadata– Management of referential integrity

– Predefines joins

– Relationship query syntax

Query usage explicitly metered– API Batch Limits

– Apex Governor Limits

Page 19: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

The __c and __r Suffixes

Room__c

Workshop__c

Id

Id

Room__c

Room__r

Workshops__r

Type: List<Workshop__c>

Type: Id

Type: Room__c

1-M

Page 20: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Relationship Query: Child to Parent

SELECT Id, Name, Room__c,Room__r.Id,Room__r.Capacity__c

FROM Workshop__c WHERE Status__c = ’Open’

[ { "Id": "a0145000000aBf4AAE", "Name": "Yoga for Beginners", "Room__c": "a00vn000000dU3dAAE", "Room__r": { "Id": "a00vn000000dU3dAAE", "Capacity__c": 10 } }, { "Id": "a0145000000aBf4AAE", "Name": "Yoga for Beginners", "Room__c": "", "Room__r": "" }, ...]

Page 21: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Relationship Query: Parent to Child

SELECT Id, Name, (SELECT Id, Status__c FROM Workshops__r) FROM Room__c WHERE Capacity__c > 10

[ { "Id": "a00vn000000dU3dAAE", "Name": "Salon 1 West", "Workshops__r": [ { "Id": "a0145000000aBf4AAE", "Status__c": "Open" }, { "Id": "a0145000000aBd4AAE", "Status__c": "Full" } ] }, ...]

Page 22: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Querying for Intersection

Select Id, Name, Room__r.Name, Room__r.Capacity__c FROM Workshop__c WHERE Room__r.Capacity__c > 8

[ { "Id": "a0145000000aBf4AAE", "Name": "Yoga for Beginners", "Room__c": "a00vn000000dU3dAAE", "Room__r": { "Id": "a00vn000000dU3dAAE", "Capacity__c": 10 } }, {...}, ...]

Page 23: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Aggregate Queries

SELECT COUNT(Id) rmCount, MAX(Capacity__c) maxRmCap, Configuration__c FROM Room__c GROUP BY Configuration__c

[ { "rmCount": 4, "maxRmCap": 6, "Configuration__c": "Classroom" }, { "rmCount": 2, "maxRmCap": 10, "Configuration__c": "Theatre" }, ...]

Page 24: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Demo Use Case: – Find a tally of empty spaces

being held for workshops that are not actively enrolling delegates

Page 25: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Recap

Data Model & Relationships– Much that looks

similar, but

– Many important differences

– Predefined Join

– Relationship Types

Relationships & SOQL– SOQL has relations but

is not “relational”

– Limits cannot be ignored

– Good design principles still apply but check your assumptions

Page 26: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Read More

Article: From SQL to SOQL http://bit.ly/sql2soql

SOQL-SOSL Guide http://bit.ly/soqlsosl

Sharing http://bit.ly/sharingarch

Limits http://bit.ly/apexgovlim

Multi-Tenant Architecture http://bit.ly/sfmultiten

Page 27: Salesforce1 Platform: Data Model, Relationships and Queries Webinar

Next Webinar:May 15: Intro to building Mobile Apps with Salesforce1 Platform – No code required