Object Manager and the lightning app builder
Describe attributes of a Dependent Picklist?
-Can be multi Select -Standard pick list fields can be controlling fields but not dependent fields -custom object pick list fields can be controlling or dependent -a multi select pick list can only be a dependent field.
Tabs
-Can be standard or Custom -When creating a custom object, a new tab must be created to be able to create records via the user interface. -Custom tabs can be custom objects, web tabs, visual force tabs or lightning tabs -Web Tabs will embed a web page within a SF tab
What are customization options for standard fields?
-Changing Field Labels -Standard picklist values can be added, renamed, reordered, deleted or deactivated - Field history tracking can be set -Field level help can be added -Lookup filters can be added or edited -Autonumber field format can be adjusted -Can be removed from page layouts to hide them from users -can not be deleted
Explain what happens when you delete fields
-If a field is no longer required, it can be deleted and when it is, the data is also removed. -Standard Fields can not be deleted. -Custom fields can be deleted. The data contained in the field will also be deleted.
Examples of Data Loss
-changing to Number or to percent from any type -changing from checkbox or from auto-number to any other type
What are the steps for creating custom fields?
1. Select Data Type 2. Enter Details 3. Set FLS (visibility and edibility via profile) 4. Add to Page layouts
Steps to create a Record Type
1. create page layouts to be used for record types 2. add any additional picklist values 3. create record type record 4. assign record type to profiles 5 assign page layout for each profile for each record type 6. select picklist values for record type
An account can be related to one or many cases but what about case?>
A case can be related to only 1 account.
Define App and List its types
A collection of tabs made visible to certain profiles -Standard Apps - SF Comes with standard apps, such as Sales, service and marketing -Custom Apps - can be created, and the header can be customized for company branding.*Can have both standard and custom object tabs -Profiles - can have access to multiple apps and the default app can be set -Default Tab - default landing tab can be set for each app
What is the contact object used for?
A contact in SF represents an individual associated with an account
What is a Record ID Field?
A globally unique read-only system type field assigned to every object in SF -it is generated when the record is created -every record has its own 15 Character Case sensitive unique identifier -API defaults to using 18 Character Case Insensitive record IDs -Record ID is found in the URL
What does a Junction Object do?
A junction object sits between the other 2 objects and has a master detail relationship with both
What is the lead object used for?
A lead is a prospect that can be converted into an account contact and opportunity
What is a Look up relationship?
A loose relationship between objects, it links objects together so users can see related items from one object on another. Can be one to one, one to many, self, external, indirect or hierarchical
What is the solution object used for?
A solution represents the description of a customer's issue and its resolution
What is the user object used for?
A user record is created to allow a person to log in to salesforce and access information
A Lead object has a look up relationship to what 3 standard objects?
Account, Contact opportunity.
What is the Account object used for?
Accounts can be created in SF to store info about companies and individuals
What does Advanced formulas allow for?
Advanced formulas allow selection of fields from the parent object and-use of functions. Allows the use of merge fields, operators and a range of functions to define the formula
What do Record Types Allow for?
Allow for defining different picklist values, page layouts and business processes on standard or custom objects for different profiles.
What do simple formulas allow fo?
Allow selection of fields from the same object and use of operators...allows the selection of merge fields and operators
What does Allow Activities allow for on a Custom Object?
Allows Activities (tasks and events) to be associated with the custom object. The Open Activities and Activity History related lists need to be added to the page layout.
What does Track Field History on a Custom Object allow for?
Allows for the selection of fields for tracking field history on a record related list. For custom objects, up to 20 can be chosen to track
Define App , Tabs
App is a collection of tabs made visible to certain profiles. Tabs can be used to allow access to custom objects, web pages, visual force pages or lightning pages
What two options do you have when naming a custom object
Auto Number and Text
What are Business Processes used for?
Can be associated with record types to define the lifecycle of leads, opportunities, cases or solutions for different user profiles.
What is a merge Field
Can reference fields in a related object,
What is the case object used for?
Case object can be used to store customers' questions, feed back or issues
An account can be related to one or many ________-
Contacts
What do Page Layouts do?
Control the layout and organization of fields, buttons, links, publisher actions, report charts, visual force and related lists. -Allow fields to be marked as Read only or required -Sections can be used to organize fields on a page -Different page layouts can be assigned to different profiles so that each type of user can see fields that are relevant
What is a Cross Object Formula>?
Cross object formulas reference merge fields on related objects for calculations that will be displayed on detail pages, list views and reports.
What does deleting custom fields count against?
Custom field allocation within 15 days after deletion. Hard deletion of deleted custom fields can be accelerated in order to free up custom field allocation
Custom fields on the account, contact and opportunity can be mapped to
Custom fields on the lead.
Standard objects can be customized by ____,___, and _________
Customization options, adding fields and creating relationships
What is an External ID
Fields that contain a unique identifier from a system outside of SF -there can be up to 25 external IDs on an object -it is one of the attributes when creating a number, text or email field
Lead process defines different picklilst values for Sales process defines different picklist values for Support process defines different picklist values for Solution process defines different picklist values for
Lead Status Opportunity Stage Case Status Solution Status
A campaign member can be related to either a ______or a ________
Lead or Contact
What is a Many to many Relationship?
Many to many relationships allow two objects to be related to each other when a record from one object can be linked to multiple records from another object and vice versa. Example: Position and Candidate objects - They are implemented via the use of a JUNCTION OBJECT
What is the opportunity object used for?
Opportunites are used to store info about open and close deals as well as track sales deals in progress
Where can you mark a field Read only or required?
Page Layout
Describe what a picklist is
Predefined lists of values where users can select from. -A multi select allows multiple values to be selected. -If a global value set is used then the pick list is restricted - A pick list can use custom defined values or values from a global value set - a pick list value can be deactivated.
What is a Formula Field?
Read only fields that automatically calculate a value based on other fields or a formula. -they are updated automatically -can be simple or advanced
How can you see related records on a page layout?
Related records from a look up or master detail relationship can be seen through related lists on the page layout. the related list on the parent displays related child records
Where is the default record type set?
Set at the profile level, and this is selected when creating a new record. **Users can set a default record type in their personal settings, so they are not prompted to selected one when creating a new record. This option is only available when there are two or more active assigned record types on the user profile.
What objects must be on the master side of the relationship
Standard objects must be on the master side of the relationship with a custom object.
What are the 2 types of objects in SF? Explain the difference
Standard: Included out of the box in every org, contains stnd fields and may have custom fields added. can be renamed these objects can be hidden from users but never deleted Custom: Created by the admin Contains standard fields and may custom fields added
What is the Campaign Object used for?
The campaign object is used to store information about a. marketing effort
What is the 'Controlling' Field?
The pick list or checkbox that drives the filtering is called the controlling field.
What is the 'Dependent Field'
The pick list that has its values filtered by the value selected in the controlling field is called the dependent field.
What is a master - detail relationship
Tightly relates two objects through a parent child relationship, can be one to one, one to many or many to many
What is the maximum number of custom objects that can be created>
Up to 200 custom objects can be created in Enterprise edition and up to 2000 in unlimited and performance edition.
What are Roll up summary Fields used for?
Used to Roll up either the Sum of a value of a particular field in the child object, return the min/max value or a count of the number of records. -defined on the master object
What does Allow in Chatter Groups option on a Custom Object Allow for?>
When enabled this option allow users to add the custom object records in chatter groups. The 'Group Record' related list will display the records in the group detail page.
When CANT you delete a custom field?
When it is referenced elsewhere in the application (eg Fields updates in a workflow or process builder, formula field)
Why are relationships used in salesforce?
When there is a need to relate records in one object with a different object
What do you need to do when you restore a once deleted field.
You need to manually add it back to page layouts and mark as required/unique again if needed -the field history is available again -If the field was part of a master detail relationship it will be restored as a lookup and need to be converted to Maser Detail.
Paths are created from
any picklist field on a standard object
What does a Path do?
can be created in lightnin experience for custom objects and some standard objects to display their life cycle based ona piccklist field.
An Account has a look up relationship to what 3 standard objects?
contact, opportunity and case
How many fields can be displayed on a path
for each stage on the path; guidance and up to 5 fields can be displayed.
A record type is assigned one________________-
one page layout type per profile.
In a Master-Detail Relationship, what does the child object inherit from the parent?
the Sharing and Security settings.
If a master record is deleted all of the detail records are deleted as well unles...
the allow reparenting setting is enabled that allows detail records to be associated with another master record when a master is deleted
What does a dependent picklist allow for
values in one picklist to be filtered by the values in another picklist or checkbox field
How can a record type be assigned to a profile or individual users
via Permission Sets. When a permission set specifies a custom record type, the users assigned with that permission set gets the page layout that is specified for that record type within their profile.
