Data Cloud Salesforce – At the first Architect Main Show in Dreamforce ’21, we announced new Salesforce data models that you can view on demand in Salesforce+, at architect.salesforce.com. We’ve shared the diagrams you’ll find today, and our partnership with LucidChart means you’ll find resources like the Salesforce Shape Library and data model templates in LucidChart.
Going forward, architecture.salesforce.com will be a one-stop shop for all Salesforce data models. Once we create data models for all of our products and industries at Digital Home, we will deprecate existing data model sources (various communities, documentation sites, etc.). The following 6 data models are now live on the Architecture Gallery.
Data Cloud Salesforce
We currently support accessible PDF and Lucidchart template formats. Let’s take a look at what you can find in each format and how you can use them to simplify your own data modeling work.
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Provide context to help differentiate Salesforce data models from other ERDs and make it easy to read and understand how the data model is organized. You can learn more about notation on the Data Model Notation page. Let’s look at entity formatting and relationship notation
Each data model details Salesforce assets through the lens of a specific “focus” cloud, such as Sales Cloud, Service Cloud, or Marketing Cloud. As shown in the sales cloud data model above, the color scheme of the diagram matches the branding of the cloud in focus. The entity’s color and border have a special meaning, which is detailed in the diagram descriptions. An asset whose colors match the focus cloud signal, the object or asset included in the license for that focus cloud. Learn more about entity formatting here.
Relationship semantics helps you read the data model more easily. Visual cues that indicate severity, discretion, or labels can “read” like a sentence describing key facts about a relationship. For example, reading the relationship notation above from left to right, “each contact
All data models have a link to open the template version of that data model in LucidChart. Each data model template provides a place for your company logo and comes preloaded with cards and icons, as well as the Salesforce Shapes library. The templates include the entity formatting and relationship semantic tags we covered above to help you get started with the best practices our product teams use.
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Some of you may have noticed that we have removed focus cloud colors from data model templates. We did this for several reasons. First, we want to make it easier for you to focus your own diagrams on customizations and functions relevant to your companies. Second, our cloud colors – along with other parts of our branding icons – are subject to change. That’s why we wanted to reduce the number of places brand updates need to be pushed to different teams in Salesforce. Finally, and most importantly, we want your diagrams to be the long-term assets of your company, and we trust that you will always get the latest and most up-to-date resources directly from us at architecture.salesforce. .com.
We publish new data models every month in the Architecture Gallery. Our long-term goal is to have the entire portfolio of Salesforce products and industry clouds represented in the gallery, so be sure to check back regularly.
We’d love to hear your feedback on new data models, which data models you’d like to see next, and which diagramming tools you’d like us to collaborate with more closely with. Please fill out this form to give us feedback.
And of course, follow @SalesforceArchs and Salesforce Architects on LinkedIn for the latest updates on these data models and diagrams.
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These Salesforce data models are the work of many people and teams across Salesforce. It is our honor to share their work with you and we express our deepest gratitude to the following:
Senior Director, Technology and Operations, Architect Relations, Salesforce CTA. These are my thoughts and opinions unless I say otherwise. Data views are a powerful feature of Salesforce Marketing Cloud. They store subscriber information and tracking data for the last six months for your account. Although not accessible or viewable from the UI, they can be used like any other data extension: you can write a query against a data view in Automation Studio or the new Query Studio and populate the results in a new data extension. You can combine them with each other and with other data extensions. You can also reference them in AMPscript, for example in a search function. Remember, to use data views, you must first ask support to enable them in your account.
Data views provide data and metrics that help you move your analytics efforts upward. The key to getting the most value from your Marketing Cloud data is understanding how they relate to each other. The official Data Views documentation provides details on (almost) all available data views, table names, field names, and data types. The visualization below shows how the most important tables relate to each other (click image to enlarge or download high quality PDF here).
If you’re looking for some sample SQL queries to use with data views, visit the SQL Reference. You can basically join any view of email-related data because they all have SubscriberKey, SubscriberID, and JobId fields. Here is an example:
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ON s.JobID = o.JobID, s.ListID = o.ListID AND s.BatchID = o.BatchID VE s.SubscriberID = o.SubscriberID AND o.IsUnique = 1
ON s.JobID = c.JobID, s.ListID = c.ListID, s.BatchID = c.BatchID, s.SubscriberID = c.SubscriberID, c.IsUnique = 1
Below is an example of a very common query that pulls all tracking data from data views into a table. All you have to do is create a data extension with the following fields:
Net Zero Cloud Data Model
LEFT JOIN _ON ON s.JobID = o.JobID, s.ListID = o.ListID, s.BatchID = o.BatchID, s.SubscriberID = o.SubscriberID, o.IsUnique = 1
LEFT JOIN _Click c ON s.JobID = c.JobID, s.ListID = c.ListID, s.BatchID = c.BatchID, s.SubscriberID = c.SubscriberID, c.IsUnique = 1
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To integrate data about your subscribers stored in profile attributes with any data view, you must combine them with the EnterpriseAttribute data view to Subscriber. It should be used if you are running your query outside of the main business unit.
Here is an example of a query that stores all subscribers who have opened an email in the last 7 days in a profile attribute with gender “female”:
It’s a good idea to mirror data views in your account if you want to access tracking data for the last 6 months. This is easily achieved in Automation Studio, you can create scheduled automation to regularly run SQL queries on data views and put the results in a data extension, here is an example: Monitor email status logs with data views.
If you want to use data views in AMPscript, you can refer to them like any other data extension, for example:
Translating Data Extensions With The Salesforce Marketing Cloud Connector
As mentioned at the beginning, almost all data views are documented, but there are at least four that you won’t find in the official documentation. Two of these contain data about Mobile Connect, which you can access by referring to _MobileAddress and _MobileSubscription. The other two hold data about mobile push and are named _PushAddress and _PushTag. Courtesy of the Salesforce Stack Exchange community, below is the full list of attributes:
If you’re looking for more information on data views and SQL queries in Marketing Cloud, see the official documentation, topics on data views on Salesforce Stack Exchange, and Adam’s note on troubleshooting questions in SFMC. To help provide data and actionable insights in real time and at scale
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