Models

Models in noKodr represent your data and fields, storing records from either internal objects or external data sources. These models are crucial for retrieving records to display on noKodr layouts and for performing CRUD operations by binding or connecting with the components.

There are two types of models you might encounter:

  1. Record Type: Used to store and manage data from Salesforce objects. It includes:

  • Single Record: Stores a single record of a specific object.

  • Multi Record: Stores multiple records of a specified object.

  1. API Type: Used to integrate with external applications through REST APIs.

Reference: API Type Model

For example, As a sales representative, gathering and analyzing information from multiple sources is essential for effectively engaging with leads. The Model feature allows you to create a layout that includes 4 Record Models for 4 different objects, all displayed on a single screen.

  • Lead Information Model: Captures all essential details of the lead, such as the lead’s name, company, status, and contact information.

  • Related Activities Model: Tracks and displays all activities associated with the lead, including emails, calls, meetings, and tasks.

  • Opportunity Information Model: Links the lead to potential sales opportunities, displaying relevant opportunity details such as deal size, stage, and close date.

  • Support Case History Model: Provides visibility into any support cases the lead’s company has opened, including case status and resolution history.