Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). It is an integrated platform that includes modules for sales, service, marketing, commerce, analytics, productivity, and more.
Salesforce allows fully customization for your organization to fit your specific business user needs. So your will need to understand how Salesforce works and how his data model is designed
In order to understand a Salesforce organization, his objects, classes, fields and the relationship between them, having the entity-relationship diagrams (ERDs) for standard and custom Salesforce objects seem to be the best way to do it.
In this article, we will reverse a Salesforce organization and extract its Entity-relation Diagram. We will use ERBuilder For Salesforce a simple and powerful tool built to help Salesforce administrators to reverse, explore, and document a salesforce organization.
After installation, open ERBuilder for Salesforce and add a new connection from the shortcut on the home page. You can also go to the menu "Database -> Manage connections" to create, edit or delete a connection.
Now, choose which authentication method you want to use from the two authentication method available: Simple or Connected app method. Note that the simple authentication method is only available in version 2.1.17 and above. (Download the latest version)
If you choose to use the simple authentication method, you have to fill in the following information:
To create a connection between ERBuilder for Salesforce and your Salesforce organization using the connected app authentication method, you must have a connected app configured on your org to allow the tool to access and extract your metadata. If you do not have it, start creating a Salesforce-connected app by following this step-by-step guide.
Add a new connection and fill in the following information:
If you have issues connecting ERBuilder with your Salesforce Org, you can find below things to double-check :
- The Connected App is created (it takes 2 to 10 minutes to be active)
- The Connected App is configured correctly
- URL, security token, username, password, consumer key, and consumer secret are correct
- In the password field you have to specify just the password without concatenating it with the user security token.
- Allowlist salesforce IP address range. See these articles for more information (1, 2)
- Check your Salesforce user login history on your Salesforce org to see if there are any error messages.