Data Model gives you a visual representation of how the different entities in your Zoho CRM are connected, so you can understand your account's overall structure without piecing it together module by module.
What counts as an entity
Entities cover system modules, custom modules, subforms, linking modules, and picklist history. Clicking on any entity highlights its relationships with other entities, so you can quickly see how, say, Deals connects to Contacts or Campaigns without digging through field settings individually.
Key features
- Visual representation. See the relationships between your modules, custom modules, subforms, linking modules, and picklist history in one diagram.
- Entity selector. Focus on a specific entity and its connections, or view everything at once, depending on what you need.
- Relationship lines. Connection lines show which specific field links two entities together, for example a one-to-one relationship between Campaigns and Deals through the Campaign Source lookup, or a many-to-one relationship between Contacts and Deals.
- Developer Mode. Get field API names and data types for every entity in your account with a single click, useful when you're building an integration or writing custom functions.
- Navigation tools. A mini map, zoom controls, and a filter option help you find and focus on the fields you actually care about, rather than scrolling through everything.
Note: To see which specific field connects two entities, you may need to scroll within the entity box, and this level of detail is only visible at a zoom level of 75% or 100%.
How to access it
Go to Developer Hub, then Data Model. You'll need either the Manage Extensibility or Modules Customization permission on your profile to access it.
Need help? 1 Cloud Consultants can help you use Data Model to plan a custom module structure or understand an existing Zoho CRM setup before making changes.
Book a discovery call with 1 Cloud Consultants.