SchemaPuker can be accessed here: https://schemapuker.herokuapp.com/
Read on for more information about SchemaPuker!
Often, we need to produce diagrams of our organisation’s data model (aka. ERDs). This will be especially true for those of us who are consultants.
Perhaps you are doing a discovery or analysis and need a a copy of the current data model, or maybe you need a ‘current state’ and a ‘to be’ for comparison, or you are designing new functionality that connects with an existing data model, or documenting functionality after completion.
Now, salesforce does have a tool to visualise the data model, called Schema Builder, however this cannot export the model, nor can it be customised without actually changing the data model itself.
To solve this problem, I came up with… SchemaPuker! (thanks to David Carroll for the name! and to David Everitt for the idea in the first place!) For more about how it came to be, and the name click here
But for now, SchemaPuker is a fairly simple tool, It allows you to authorise to salesforce, get a list of your objects and export them as a PostgreSQL schema file. This file can be imported in to Lucidchart (and other tools) in order to generate an editable ERD.
The tool itself is very simple to use, first, navigate to https://schemapuker.herokuapp.com, choose if you are using a Production/Developer Org or a Sandbox and click ‘Login’. You will then be asked to enter your salesforce credentials and to authorise SchemaPuker to access your org.
Once authorised, you will be given a list of objects inside your salesforce org. You then select the objects you wish to be in your ERD by holding down command (or crtl on windows/linux) and clicking, or by typing the API names in the ‘Selected Objects’ box
Once you click submit, you are given the PostgreSQL Schema. You can either copy/paste this into lucid chard, or click the ‘Download’ button below the output.
Next, log in to Lucidchart and create a new drawing, click ‘More Shapes’ at the bottom and then tick ‘Entity Relationship’ and press ‘Save’
Now, you can either import the downloaded file from SchemaPuker by pressing ‘Choose File’, or paste the output in to the box below. You can ignore steps one and two in the import window.
You will now see your salesforce objects in the sidebar just under the ‘Entity Relationship’ panel. You can drag the objects on and the relationships between the objects will be automatically created.
You can click add new shapes from the ‘Entity Relationship’ panel to extend your ERD as required.
Thats it! Please try it out and let me know how you go!