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I'm trying to build a dashboard in Tableau, when I connect it with salesforce, there are so many tables listed. How can I find the information I want? The namings are very different from the salesforce report builder. Is there a way in salesforce to see where each field is called and stored in the database?

 

For example, I want to duplicate this outbound emails report in Tableau, but there are no columns named "current user" and "subject" in the database, it's called something else. 

 

How to locate a corresponding field in salesforce database tables
2 respostas
  1. 20 de mai. de 2021, 09:13
    Hello Grace

     

    the sort answer is that you can find documentation of the STANDARD data model here:

     

    https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/data_model.htm

     

    bear in mind that if there are any custom objects (object name ends with __c), than would be managed by your organsiaiton, so you'd have to look for custom data model documentation with your developers

     

    the salesforce data model is indeed complex, so I would recommend hiring a salesforce speicalist to help. for example , the report here is a join of 2 objects, case and email. the subject field is on the emailMessage object
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