/erd in your workspace.
Reading the diagram
Objects appear as tables; relationship fields draw the edges between them, following the same visual language as Salesforce Schema Builder:
Edges carry cardinality markers on each end, so one-to-many relationships read at a glance.
Display modes
Salesforce objects routinely carry dozens or hundreds of fields — showing them all makes a diagram unreadable. The toolbar offers three display modes:- Key fields only (default) — the record Id plus every relationship field. This is the relationship-focused view most schema questions need.
- All fields — the full field list per object.
- Object names only — maximum density for very large schemas.
Navigating
- Search — press ⌘K to jump to any object or run diagram commands (on the Schema page the palette is schema-aware; the global search lives on every other page).
- Object details — click an object to open a panel with its fields, types, and related objects.
- Jump to documentation — selecting an object shows its tagged docs in the header; one click opens them in the docs reader. Untagged objects say so — a nudge for coverage.
- Focus related — highlight an object’s neighborhood to trace how records connect.
- Pan and zoom — the canvas handles large schemas; fit-to-view brings everything back on screen.
- Shareable links — the URL carries the selected view and object, so a link shows a teammate exactly what you’re looking at.
Saved views
Big orgs need more than one map. The Views sidebar lets you save focused subsets of the schema:1
Create a view
Click New view, name it (say, Sales objects), and tick the objects it should include. A +N related shortcut pulls in every object related to your selection.
2
Share it (or keep it yours)
Tick Share with my organization to make the view available to everyone; otherwise it stays private to you.
3
Switch and refine
All objects is always at the top of the list. Inside a view you can show or hide individual objects, and edit or delete the view any time — deleting a shared view removes it for everyone, and you’re warned first.
What’s included
- The diagram respects your organization’s documentation filters: managed-package objects excluded there stay out of the diagram too (see Settings).
- Very large orgs are bounded by a row budget; if yours exceeds it, the header shows partial data — narrowing the active space or excluding managed packages brings the diagram back under budget.
- System audit fields (created/modified metadata) are hidden to keep the signal high.
- With multiple Salesforce connections, the diagram covers the connections in your active space.
The Schema page is built on Liam ERD, an open-source ER diagram engine (Apache-2.0), extended by LivingContext with Salesforce relationship semantics.