Study Up on Data Modeling and Management

Learning Objectives 

After completing this unit, you’ll be able to:

  • Determine the appropriate data model for various use cases.
  • Describe the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.
  • Identify the considerations when selecting or changing a field’s data type.
  • Describe the capabilities and considerations of the schema builder.
  • Determine the options and considerations when importing and exporting data, including the capabilities of external data sources.

Key Topics

This unit prepares you for the Data Modeling and Management section of the Salesforce Platform App Builder exam, which makes up 22% of the overall exam. This section of the exam tests these topics. 

  • Capabilities of core CRM objects
  • Determining an appropriate data model
  • Relationship types and impact on record access, user interface, and reporting
  • Considerations for changing field types
  • Considerations of Schema Builder functionality
  • Considerations for importing and exporting data
  • Use cases of external objects

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce Platform App Builder. Looking at these scenarios helps prepare you to take the Data Modeling and Management section of the Salesforce Platform App Builder exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

Download the Guide

Would you like a hard copy of this module’s content as a study aid? Download the Platform App Builder Certification Prep: Data Modeling and App Deployment guide. (Each module in this trail includes a link to a printable version of the content that you can download.)

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you choose a wrong answer? Check out the table for related study material.

Question 1

Review Notes on Changing Custom Field Types to learn what field types you can change to without potentially losing data. 

Question 2

Refresh your knowledge on the different object relationships by reviewing Object Relationship Overview.

Question 3

Learn how to avoid duplicate records during data import by reading up on Import Data Into Salesforce.

Exam Topic Flashcards

The following flashcards cover changing field types, considerations of Schema Builder functionality, and data modeling. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card and the left-facing arrow to return to the previous card.

Did you choose a wrong answer? Check out the table for related study material.

Flashcard 1

Review Import Data Into Salesforce to learn more about limits and considerations when importing and exporting data.

Flashcard 2

Refresh your knowledge on External Object Relationships to know the two types of lookup relationships available for external objects.

Flashcard 3

Study Design Your Own Data Model to describe the capabilities of creating with Schema Builder.

Flashcard 4

Identify the capabilities of Schema Builder by studying How Do I Access Schema Builder

Flashcard 5

Learn about the various relationship types and implications on record access by reviewing Considerations for Relationships.

Looking for more information? Explore these related badges.


You’ve reviewed the Data Modeling and Management section of the exam. Next, let’s take a look at the Business Logic and Process Automation section. 

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