Object Manager & Lightning App Builder

Can you convert a master-detail relationship to lookup?

Yes, as long as no roll-up summary fields exist on the master object.

What options are available to modify picklist values on standard fields?

You can add, delete, or reorder

How can you display the total expected revenue for all open opportunities related to an account on the account page layout?

- Although Roll-Ups are only applicable to MD relationships, accounts using the values of related opportunities can also apply. - A formula field is NOT VALID bc the relationship needs to be one-to-one.

How do record types relate to business processes?

- Business processes can be associated with multiple record types - When creating a record type, a business process is selected - The opportunity stage, lead status, case status, and solution status picklist values are organized into lists called Sales Processes, Lead Processes, Support Processes, and Solution Processes

What actions can be performed to customize a record page in the Lightning App Builder?

- Components can be added, edited, reordered, or removed - Components generally cannot be resized unless property is available or it expands according to content.

What are some considerations when changing the field type of a custom field?

- Data loss may occur, and it will impact any list views based on the field and assignment/escalation rules. - If data is lost, any list view based on the custom field is deleted. - The data type of a custom field that is referenced in Setup items like Process Builder cannot be changed. - Restrictions exist on a field type conversions, for example, if a custom field is encrypted using Shield Platform Encryption, cannot be converted

Which of the following can be done within an object's page layout editor?

- Field properties can be edited to make them read-only or required. - Related list properties and their sort order can also be edited. - You can't add help text or create new record type here. That is done from the object manager

What is true about deleting custom fields?

- If a custom field has been deleted, the field, its data, and the field history can be restored within 15 days. - a custom field can be deleted if there are no references to it. Validation rules, formula fields, workflows, processes, and Apex code can refer to a custom field, causing an attempted deletion to fail.

How do you make a new custom field visible on the page layout?

- If no page layouts were selected, custom field can be added later using the page layout editor - New sections can be added to a page using the page layout editor

What is true regarding lookup filters in Lightning Experience?

- In Lightning experience, all lookup filters are required, even if specified as optional in setup. - Lookup filters can reference fields on records related to the target object.

What is true about record types?

- Record types can be used to display different page layouts and picklist values for different types of records. - Lightning record pages can be assigned to different record types in the Lightning App Builder, using the 'Assign to Apps, Record Types or Profiles' tab. - Record types cannot be used to display different apps to users It is not possible to specify custom criteria in record type to make different records visible to others

What is true regarding universally required fields?

- Required fields can be applied to text, number, and pick-list fields - Field-level security does not override universally required fields - Universally required fields are editable on all page layouts for all profiles. Automatically added to the end of the first section of page layout if not already on it. - A record existing prior can have blank value on the field, but when record is updated, a value must be entered in order to save the record

What are appropriate actions after restoring a custom field?

- Salesforce converts all relationships to lookup relationships when they are deleted, so you might need to convert any lookup relationships back to master-detail if required - If above is true, make the restored field required if necessary

What are valid reasons for modifying an Account search layout?

- Search layouts can be used to control fields displayed as a result of a search, fields displayed in a lookup dialog, and recently viewed records list - A search layout cannot be used to control fields that are searched for keyword matches; only which fields are displayed.

How do you modify the fields displayed in the 'Recently Viewed' list view of an object's home page?

- Search layouts can be used to modify the fields displayed in the 'Recently Viewed' list - A list view can be edited to modify the fields displayed in that particular list view, but it cannot be edit to change the fields displayed in 'Recently Viewed' list view

What fields can be the controlling field in a field dependency?

- Standard Checkbox - Custom Checkbox - Standard Picklist - Custom picklist Note: Not all field types that can be used as controlling fields can be used as dependent fields.

What is true about standard fields in Salesforce?

- Standard fields cannot be deleted - Standard field types cannot be changed - They can be hidden by applying field-level security, removed from page layout, or use the 'Field Accessibility' page in Setup to restrict the field's visibility

What is true regarding adding a filter to a list view?

- The number of custom filters in a list view is not governed by certain permission or allocation. - Users with profiles that have 'Manage Public List Views' enabled by the admin would be able to edit public list views created by other users - Users would be able to add more filters when they create a new list view or edit an existing list view they have created

What are the capabilities of a lookup relationship but not a master-detail relationship?

- The related record can have a different owner than the parent record. In master-detail, child record inherits the record owner of the parent record. - The lookup field does not need to be a required field on the page layout - Roll—up summary fields can only be added to the parent in a master-detail. Lookup does not support this.

What are the basic steps when adding a new custom field?

1. Choose Field Type 2. Enter field details 3. Set field level security 4. Select page layouts

How many master-detail relationships can an object have?

2

In the opportunity record, the SF admin needs to display the name of the parent account related to an account that is associated with the opportunity. How can this be accomplished?

A cross-object formula field can be created on the Opportunity object to display the parent account. Cross-object formula fields can reference fields up to 10 levels away.

How can you change a lookup relationship between to objects to master-detail?

A lookup relationship can be changed to a master-detail only if the lookup field in all records contains a value.

What can an object in SF be compared to?

A table of data with records and fields

What are some standard objects in SF?

Account, campaign, case, lead, opportunity

What happens to the contact object when you delete an account object?

Accounts and contacts have a lookup relationship but has master-detail characteristics. When you delete an account, all associated contacts are deleted.

What are lookup filters?

Administrator settings that restrict the valid values and lookup dialog result for a lookup, master-detail, and hierarchical relationship fields.

What are dependent lookups?

Allows a lookup to have a filter that references another field on the same object.

It is known that business processes should be created before the creation of record types. Which object is an exception to this rule?

Campaign Business processes cannot be created for the Campaign object.

What can Accounts object represent?

Companies you do business with, individual consumers, competitors

What is true regarding custom fields?

Custom fields can be added to standard or custom objects. Once added, they can be modified as required.

What defines a case in SF?

Description of a customer feedback, problem, or question

How can you track the user and date/time when the status of a case record is changed?

Enable Field Tracking on the case status field and add the History related list to the case page layout. Field History Tracking can be enabled on up to 20 standard and custom fields on an object. It can be used to track the field's old value, the field's new value, the user that made a change, and the date/time of change.

How can you automatically populate child record fields with parent record field information?

Formula fields

Which feature can help eliminate duplicating sets of picklist values across fields and objects?

Global value sets allow a set of picklist values to be defined once and reused by custom picklist fields. **Common & Reusable picklists are not features** **Master picklists is a feature used with record types**

Which field type would be appropriate to use for a requirement to record the opening and closing hours for store locations?

Hint: Field TYPE Answer: Time

What can be used to model a many-to-many relationship between two custom objects?

Junction object and master-detail relationship

How are relationships between objects represented on a record page in the user interface?

Lookups & Related Lists

What are formula fields?

Non-editable and calculates mathematical output at a run time. Used to display the sum of various fields.

What types of fields can be used as a dependent field in a field dependency?

Only a custom picklist or multi-select picklist can be a dependent field a field dependency.

What does a page layout in Lightning Experience control when a user views or edits a record?

Page layouts can control displayed fields, displayed related lists, and displayed buttons but not permissions.

What is true regarding Path?

Paths can be created on many standard objects in Lightning Experience only. A path can be based on any existing picklist field on the object. After the Path is created, it must be placed on the page like any other Lightning Component

What does a record type allow a Salesforce Admin to define?

Record types allow the SF admin to define different picklist values, paths, and page layouts.

What are some standard SF applications available out-of-the-box that you can apply to profiles?

Sales, Marketing, Service

What modification can be made to standard fields?

Standard fields cannot be deleted or the field type/length changed. The label and help text can be changed. They can also be removed from page layouts and hidden with field level security.

What type of validation does sf do when it checks if a record's values adhere to the field formats specified or that the values do not exceed the maximum field length?

System validation includes checking for required fields, unique fields, and data type. System validation is performed before custom validation rules.

ABC corp would like to have a report on the reason why cases are closed or rejected. What is the best way of handling this?

The combo of picklist and validation rule is the best option as it will allow for standardized reporting on why cases were closed or rejected. A 'Case Close Reason' text field works but reporting would not be as useful.

Which of the following are valid considerations regarding business processes provided by SF in SF Classic and Lightning Experience?

The following business processes are available for SF Classic and Lightning: 1. Sales Process (Opportunity) 2. Lead Process (Lead) 3. Solution Process (Solution) 4. Support Process (Case) **'Path' functionality is available for lightning experience to set up a process for custom objects and certain standard objects**

What is the 'Contacts to Multiple Accounts' feature?

When enabled, it allows a single contact to be linked to multiple accounts. The 'Related Account' list on a contact's detail page can be used to specify direct and indirect accounts related to the contact. Note: After enabled, Related Accounts related list must be added to Contact page layout and Related Contacts related list added to the account page layout. Existing Contacts related list on the Account object can be removed as the related contacts related list will include direct and indirect contacts.

What is a one-to-many relationship?

When one object is related to multiple instances of another object. (Account with multiple contacts or opportunities)

What is a junction object?

a custom object with two relationships