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Salesforce Exam Platform App Builder Topic 5 Question 108 Discussion
Topic #: 5
After a deal is closed, Cloud Kicks (CK) wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account.
Which solution should an app builder use for this request?
To create a custom object along with multiple fields and relationships efficiently from a single interface, the Schema Builder is the ideal tool:
A . Schema Builder. This graphical tool provides a drag-and-drop interface for creating and modifying objects and fields in Salesforce, allowing for a visual layout of database schema.
Steps to use Schema Builder:
Go to Setup Schema Builder.
Drag the 'Object' element into the schema area to create a new custom object.
Define the object's properties (e.g., label, API name).
Drag field elements like Text, Number, or Lookup into the object to create fields.
Configure each field's properties according to your requirements.
Connect objects via lookup or master-detail relationships by dragging the relationship fields between them.
Save the layout to create all elements in Salesforce.
For more information, review Salesforce's Schema Builder documentation.
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