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Superbadge

Object Relationships Superbadge Unit

Design a data model based on appropriate object requirements.

~1 hr

Object Relationships Superbadge Unit

What You'll Be Doing to Earn This Superbadge

  1. Determine the appropriate data model for standard and custom objects.
  2. Configure object relationships with standard and custom objects.
  3. Explain unique relationships of standard objects.
  4. Build an app in App Builder.

Concepts Tested in This Superbadge

  • Data Model Optimization
  • Object relationships
  • Schema
  • App Builder

Prework and Notes

Sign Up for a Developer Edition Org with Special Configuration

To complete this superbadge unit, you need a special Developer Edition org that contains special configuration and sample data. Note that this Developer Edition org is designed to work with the challenges in this superbadge unit.

  1. Sign up for a free Developer Edition org with special configuration.

  2. Fill out the form. For Email address, enter an active email address.

  3. After you fill out the form, click Sign me up.
  4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.

  5. Complete your registration by setting your password and challenge question. Tip: Write down your username, password, and login URL for easy access later.

  6. You are logged in to your superbadge Developer Edition org.

Now, connect your new Developer Edition org to Trailhead.

  1. Make sure you’re logged in to your Trailhead account.

  2. In the Challenge section at the bottom of this page, select Connect Org from the picklist.

  3. On the login screen, enter the username and password for the Developer Edition org you just set up.

  4. On the Allow Access? page, click Allow.

  5. On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Challenge page and ready to use your new Developer Edition org to earn this superbadge.

  6. Now that you have a Salesforce org with special configuration for this superbadge unit, you’re good to go.


Note

Note

Before you begin the challenges, please review Data Model Optimization Specialist Superbadge: Trailhead Challenge Help.

Make sure you’re using a new Developer Edition org from this sign up link to complete the challenges in this superbadge unit. If you use an org that has been used for other work, you won’t pass the challenges in this superbadge unit.

This superbadge unit is part of the Data Model Optimization Specialist Superbadge. Complete the capstone assessment and related superbadge units to receive the Data Model Optimization Specialist Superbadge.

Review Superbadge Challenge Help for information about the Salesforce Certification Program and Superbadge Code of Conduct.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Tips

  • Grab a pen and paper. You may want to jot down notes and map out the data model as you read the requirements.
  • Enter all labels exactly as described in the instructions. Labels are case-sensitive and spelling counts.
  • When possible, copy and paste the label names from superbadge instructions instead of typing them.
  • Make sure you save your work before running the challenge check.
  • Build your solution according to the requirements; adding more configurations can cause challenge checks to fail.
  • We recommend following best practices and always including descriptions for configurations. However, we’re not checking for descriptions in this superbadge unit.

Use Case

Art Tenor has managed some of the most successful bands over the last 25 years, including Run SFMC, the Feed Fighters, and Metadatallica. His newest band, Flow & the Low Codes, dropped their first album, “A Momentary Lapse of Memory” four months ago. The album and their hit song “No More Mr. Wi-Fi” has risen to number one on the alt-rock charts, and the team at Tenor Management is putting together the band’s first world tour.

As the Salesforce admin for Tenor Management, you are responsible for uploading and tracking all of the band’s songs, album information, tour data, and more, in one single World Tour Manager app that you will be creating. Get ready because you will be asked to make regular changes, updates, and reports for the management team, the band, and other parties as requested.

Standard Objects

The World Tour Manager app will use these standard objects.

  • Account: Venues for shows, vendors, streaming services, studios, and fans.
  • Contact: Fans, venue personnel, agents, producer, or manager.
  • Campaign: Tours (or groups of performances) by a particular band or a combination of bands (such as a music festival). Examples: World Tour, Errors Tour, and the Trailblazer Tour.
  • Campaign member: These are contact records related to a campaign.

Custom Objects

As the Salesforce admin, you are responsible for maintaining the custom objects that interact with standard objects to keep track of all the elements that go into a tour. These custom objects represent details such as new songs, track lists, and even guest performers that can be updated and shared with stakeholders. The custom objects include:

  • Song: Includes fields such as Written by, Duration, Album, and so on.
  • Album: A collection of songs released together with band and production information, artwork, and bonus tracks.
  • Track list: A list of songs for a live show.
  • Artist: These are the singers, writers, and performers involved with the songs, albums, and even tours if it’s a guest artist performing with the band on a particular night.
  • Performs On: This object is used to connect Artists to Songs, in the future Art wants to be able to connect Artists to Albums too, however, that is out of scope for right now.

Entity Relationship Diagram (ERD)

Review the current model in Schema Builder and diagram below to understand how the band is using standard and custom objects.

The entity relationship diagram shows the following relationships: The Account object has a master-detail relationship from the Contact object.
The Play Tracker object has required lookups with the Account and Song objects.
The Campaign object has a many-to-many relationship with the Campaign and Contact objects through the Campaign Member object.
The Campaign and Song objects have a many-to-many relationship with the Track List object.
The Song and Artist objects many-to-many relationships with the Performs On object. 
The Account object has a lookup relationship from the Campaign object.
The Account object has a lookup relationship from the Contact object.
The Album object has a lookup relationship to the Song Object.

Downloadable PDF of the Entity Relationship Diagram (ERD).

Business Requirements

As the top management company in the music industry, Tenor Management needs a highly efficient and organized Salesforce org to keep track of all of its artists, albums, songs, tours, merchandise, recording sessions, and third-party vendors. Everyone associated with the band and its activities relies on this information.

Configure Standard Objects

One month into their tour, Flow & the Low Codes are selling out shows across the country. Art Tenor calls you to touch base on how to gauge the security team’s needs at the upcoming show venues. Art asks to see the Capacity and Security Provided only when the type of account is Concert Venue.

Addtionally, Art asks that Security Percent is only shown when Security Provided is checked. He mentions that he is having trouble knowing what tours, shows, venues, interviews, and other rock star obligations are related together. You’ll need to create a relationship between Venues (Account) and the Tours (Campaign). He texts over a list of the types of tours and what fields he wants to see on page.

Types of Tours

  • Tour
  • Show
  • Digital Show
  • Interview
  • Venue
  • Other

Tour Fields to Be Displayed on the Page

  • Campaign Owner
  • Parent Campaign
  • Campaign Name
  • Active
  • Account
  • Type
  • Status
  • Start Date
  • End Date
  • Contacts in Campaign
  • Responses in Campaign

Add Tour Records

Now that you have added the types of tours and made the page customized to Art’s wishes, add the current list of tours that Art sent over to you so that Art can review. No need to make active or add dates, Art will do that later.

Tour (Campaign) Name Type Parent Tour (Parent Campaign) Status
Errors Tour Tour Planned
Camp Success Interview Errors Tour Planned
Demo Jam Digital Show Camp Success Planned
The Trailblazer Tour Tour Planned

Build Object Relationships

Lead singer Appy tells Art Tenor that she wants to add a Track List of songs to each tour. Appy wants all the songs that the band plays on each tour. The correct relationships between objects ensure that the Flow & the Low Codes can track what songs they have played on what tours. Review the schema to establish relationships for a Track List object to Tour (Campaign) and Song objects. A many-to-many relationship between Tour (Campaign) and Song will connect the objects and build a list for the band.

During the band’s launch party for their new single, Guitarist Cody Shredder ran into pop superstar Lady Java and asked her to join the band on stage as a guest performer during their show at the Sandbox Arena in Seattle. Lady Java agrees to join Cody on his new single “No More Mr. Wi-Fi” as a remix Song on A Momentary Lapse of Memory Album. They will be performing two of Lady Java’s hit songs, Poker Interface and 404 (Error Code). Update the data model to allow connecting Song to up to one Album at a time.

Create the World Tour Manager App

Flow & the Low Codes has just completed their tour, selling out each of their shows coast to coast. With the rest of the world clamoring to see them, the band has agreed to a World Tour that will begin in a short two months. The cities and venues have been selected, and the track list has been revised with several new songs written for their new album, which will be recorded at the conclusion of the tour.

Art Tenor calls on you once more to make this world tour as epic as ever. Create a new Lightning app, called the World Tour Manager for Art to use to track all the tours the Flow & the Low Codes have coming up.

App Name World Tour Manager
Image Assign any image of your choosing that encourages rockstardom.
Navigation Style Console navigation
Selected Items
  • Accounts
  • Albums
  • Artists
  • Campaigns
  • Contacts
  • Songs
  • Reports
Selected Profiles
  • System Administrator
  • Standard User

Ready to Tackle This Superbadge?

Please first complete the prerequisites and the challenge for Object Relationships Superbadge Unit will be unlocked.

~1 hr