Understanding Salesforce as a Database

PREFACE: This post is part of the Zero to Hero series.

Salesforce s a Database (1)

“Wait a second, databases? I thought we were going to talk about Salesforce!”

Well, Salesforce is actually a gorgeous and easy to use database which is why we need to discuss it. Understanding the basics of a database and how Salesforce works as a database will help you visualize solutions, understand system limitations and allow you to better visualize the data in Salesforce. Trust me. This is an important foundational part of the puzzle.

The beauty is that you don’t need to know much. We are going to focus on the high-level functionality and terminology.

Database Basics

A database is simply a way to collect and organize information in a series of rows and columns. An easy to understand example of this is Excel. If you have used Excel (and who hasn’t), you have used a database. Easy enough, right?

Take a look at this simple database model.

Database_Structure

This table is a specific collection of data points organized by rows and columns. In database terminology, a table holds the data points that represent a theme. In this example, the theme is called, “Position Details.”

Salesforce changes the terminology a little bit. Tables in Salesforce are called Objects.

Within the table/object, we have rows and columns. Each row is referred to as a record. Every record contains individual data points that make up the sum of that record. In this example, the Recruiter row is highlighted. If you read the data across the row, we see the data points that are unique to the Recruiter position.

The columns contain a range of data specific to the column name. Salesforce calls columns fields. In the above example, the Education Requirements column is equivalent to a field in Salesforce by the same name. Fields can have different types (which we will cover later on), but each field contains a specific, limited data set. As you read the data in each of the columns, you see a similarity in the data and the relationship to the column or field name.

You can see that in our table, the Education Requirements column/field shows the level of education necessary for this position.

Great! So, that’s it! But Salesforce is more than a standard database. What makes it so powerful is that the database tables can have relationships with one another. It’s a total love fest!

Relational Databases

Here we have our database model again, but this time we have added a field or column called Hiring Manager.

Relational_Database

Notice that Andrew Goldberg is listed as the Hiring Manager for two positions. We see Andrew’s name duplicated here because we are still looking at a single database table, and we need a single row for each record. This is normal, and the “duplicate” information on the record is okay – not considered a duplicate because it sits in the Positions table or object.

But what happens if we wanted to see information about Andrew, such as his contact information or department? We need to build a more complex query or report to get access to this information.

Let’s look at a different visualization of a standard database structure:

 

Standard_Database

Standard Database Design

 

Let’s call the database table on the left “Positions” and the database table on the right will be called “Hiring Manager.” In a typical database structure, these two database tables may share some information (like the name of the Hiring Manager) but because these databases don’t talk to one another, we can’t easily combine the data points from both tables without some complex reports and queries.

Salesforce is a relational database which means that the database tables can be connected. As a result, the tables look more like this:

 

Relational_Database

Relational Database = LOVE

Salesforce allows us to use particular types of fields (columns) to relate information together. They are called Master-Detail and Lookup relationship fields. We will cover these in more detail in Chapter 2. For now just know that these fields allow us to connect the two database tables together so that we can collect information on both with a simple query. It also makes navigating the data in Salesforce super simple.

In our example, Andrew Goldberg has his record in the Hiring Manager object (table). As long as we have a relationship built in Salesforce between the Position and Hiring Manager tables, we can navigate between the two with just a few clicks.

Congratulations!

You just learned the basics of a database structure. This knowledge will serve as the building block for all of our future Zero to Hero lessons.

Don’t forget to subscribe to Admin Hero and get every weekly post delivered right to your inbox!

 

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18 Comments


  1. Evan

    January 5, 2015 at 10:52 am

    Hey Brent, great articles! Just wanted to point out a typo in the Relational Databases sections:
    ‘the database table on the right will be called “Hiring Manage.” ‘

    It should read:
    ‘the database table on the right will be called “Hiring Manager.” ‘

    Reply

    • Brent Downey

      January 5, 2015 at 11:44 am

      Thanks for reading Evan. I appreciate the feedback and just updated the post.

      Reply

  2. Mike Gill

    January 5, 2015 at 2:10 pm

    Nice post and well done for spotting an area which needs covering in simple terms!

    Reply

    • Brent Downey

      January 5, 2015 at 2:48 pm

      Thank you Mike! Simplicity was the goal. Glad it turned out that way.

      Reply

  3. Subrahmanyam

    January 9, 2015 at 2:41 am

    Hi Brent! Awesome explanation. By the way when is the next chapter going to be posted? Eagerly waiting

    Reply

    • Brent Downey

      January 9, 2015 at 8:31 am

      The goal is to post new Zero to Hero content every other week – sandwiched between the regular posts. Thanks for reading!

      Reply

  4. Russ Feldman

    January 31, 2015 at 10:20 am

    Look forward to the next post! May I suggest that you discuss in more depth the benefits of a RDB vs a flat table. I’ve done my fair share of talking hows and whys of that to users who only know Excel.

    Reply

    • Brent Downey

      January 31, 2015 at 11:17 am

      Hi Russ – thanks for reading! I have one more post published already and another one on the way on Monday. You can find all of the Zero to Hero posts indexed on the page.

      Reply

  5. john leonardelli

    February 25, 2015 at 9:09 am

    Brent, i love the graphics…really gets the message across

    Reply

    • Brent Downey

      February 25, 2015 at 9:52 am

      Thank you John! I am glad you found it easy to understand.

      Reply

  6. Poonam

    July 29, 2015 at 4:55 am

    Perfect content for a beginner,Moving to chapter 2 now. Totally liking it.

    Reply

  7. Lisa Silva

    September 9, 2015 at 2:47 pm

    Thanks Brent!! I really enjoyed this intro & am looking fwd to continuing the series so that I can get up to speed on SF!!

    Ooops…another typo, in the 1st paragraph below the 1st graphic: “In database terminology, a table is holds the data points that represent a theme.” …. methinks it should read, “a table holds…”

    Thanks again, Lisa

    Reply

  8. Kamran

    September 25, 2015 at 1:37 am

    Good one Brent, I am planning to appear in the exam soon, and waiting for post related to Data security.

    Reply

  9. Bheemesh

    November 20, 2015 at 2:46 am

    Thankyou Brent, your article helped me to understand salesforce very easily..

    Reply

  10. Farzana Movie

    April 24, 2016 at 11:26 am

    Good. Thank you Brent.

    Reply

  11. Jaswinder singh

    October 21, 2016 at 5:14 am

    Great! cleared the confusion in simple words.

    Reply

  12. Udayakarthik

    February 24, 2017 at 6:33 pm

    Learnt a Basic and differences.Was informative.

    Reply

  13. Kathy

    March 10, 2017 at 3:15 pm

    Thank you – I am brand new to salesforce and I appreciate all the help I can get!

    Reply

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