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Automate Your Business Processes
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            Create Your Data Model

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            Create Your Data Model

            Build the foundation of your course management system by creating custom objects to store course information, course deliveries, and course attendees. A well-designed data model ensures your automations have the right data structure to work with.

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            These custom objects work in conjunction with Automate a Course Management Process Project.

            This data model uses a hierarchical structure where Course objects store general course information that never changes, Course Delivery objects represent specific scheduled instances of a course with details like dates and locations, and Course Attendee objects connect contacts to specific course deliveries. This design allows your flows to work intelligently—for example, a record-triggered flow can automatically check if a course delivery is full when a new course attendee is created, update the course delivery status, send confirmation emails to the right people, and manage waitlists. By separating static course information from scheduled deliveries and attendee enrollments, your automations can handle multiple sessions of the same course, track capacity for each session, and ensure that business rules are consistently applied no matter how attendees are registered.

            1. Create a Custom Object to Store Course Information
              Create an object that stores information about a course like the description, start date, and whether it can be scheduled.
            2. Create a Custom Object to Store Course Delivery Information
              Create an object to hold information about a delivery of a course like the instructor, region, and start date.
            3. Create a Custom Object to Store Course Attendee Information
              Create an object to hold information about a course attendee delivery like the attendee's name, selected course, and attendee status.

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