Being a Salesforce Consultant or Architect, we often visualize customers’ Salesforce org to understand their data model better and provide an improved solution to their existing problem or design a new data model for the upcoming implementation.
Salesforce offers an excellent tool, i.e., Schema builder, to visualize the data model. I have been an avid user of Schema Builder for the last few years. You may want to explore this Trailhead module to learn more about Schema Builder.
A few months ago, I had a chance to attend one of the LucidChart webinars, and I fell in love with it as soon I saw the demo of it’s ERD capability with Salesforce. You may want to understand why? What does LucidChart offer which Schema Builder doesn’t provide?
Here are the advantages of LucidChart:
- It gives more details in their diagram like the highlight of primary or foreign key.
- You can put an additional table in LucidChart without creating it in Salesforce, which Schema Builder doesn’t support.
- Last but not least, you can use the same diagram in your Solution Design Document to Customer presentation.
- It is a visual model of your database schema; it will help you visualize your database design before building it.
- Much more.
Setup the Base Configuration
- Make sure that you have a LucidChart Account. Use this link to signup for one.
- Create a Blank Diagram – File | New | .
- Click on under Shapes.
- Select Entity-Relationship (ERD).
- Click on |
- Connect your Salesforce Org by following the on-screen prompt.
- Select few Objects to understand how contact and opportunity are associated | Click on
- Opportunity Contact Role
- Let’s Add one new table
- Payment Date
- Opportunity (FK)
- Id (PK)
You are Done!!!
Now use this Image in all your architect documents. I hope you get a sense of how LucidChart can make your life easier.
How do you use LucidChart? I would love to hear about your experience?