Standard and Custom Objects
In terms of relationship, how do Accounts and Opportunities relate?
An Account can be related to 0, 1, or many Opportunities. Opportunity can be related to only 1 Account.
What are the 2 types of relationships that Salesforce supports?
Salesforce supports Lookup and Master-detail relationships. Many-to-many is a type of Master-detail relationship
When the Admin enables the Field History Tracking checkbox, when does that Tracking begin, and what does it exclude?
Salesforce tracks history from this date and time forward. Changes made prior to this date and time are not included.
What happens to related Detail and Sub-detail records when the Admin undeletes a Master record?
Undeleting a Master record also undeletes related Detail and Sub-Detail records.
How does Lookup relationship differ from Master-Detail relationship when it comes to sharing and security settings?
Unlike Master-Detail relationship, a Lookup relationship does not inherit sharing and security settings from another object.
Up to how many fields can be included in a list view?
Up to 15 fields
How many Master-Detail relationships and how many total relationships can a Custom object have?
Up to 2 Master-Detail relationships and up to 25 total relationships.
Up to how many Standard and Custom fields can the Admin choose to track per object?
Up to 20 Standard and Custom field per object
Can both Custom and Standard objects be the Master object in a Master-Detail relationship?
Yes
Can custom object picklist fields be either controlling or dependent?
Yes
Can formula field be used to retrieve value of fields on the parent object?
Yes
Can paths be created from any picklist field on the Standard object?
Yes
Can record types be defined for both Standard and Custom objects?
Yes
Can users view records assigned to any record type?
Yes
If a value is imported into a picklist that doesn't exist and the picklist is not restricted, will that value be added?
Yes
Is it possible to create an Opportunity without specifying an Account record ?
Yes
Is it possible to undelete a Detail record with intention to restore it?
Yes
When a custom field is restored after being deleted, will its data and field history data be restored, too?
Yes
Can profiles have access to multiple apps? Can a default app be chosen for a profile?
Yes & Yes
Can a deleted field be restored?
Yes
Can a dependent picklist field be multi-select?
Yes
Can a picklist field be deactivated?
Yes
Can a picklist field be made required?
Yes
Can an Account be used to represent a competitor?
Yes
What is a prerequisite to print list views of standard and custom objects?
"Printable List Views" must be enabled
How many paths can the Admin create for each record type?
1
What 2 facts are true when the Admin deletes a Detail record in a Master-detail relationship?
1. A Detail record moves to the Recycle Bin 2. A Master record remains intact
What is the difference between a unique identifier for a record and for API
1. A record has a 15-character case-sensitive unique identifier 2. API defaults to using 18-character case-insensitive record ID
What 9 things can a Work Order be associated with?
1. Accounts 2. Assets 3. Contacts 4. Cases 5. Entitlements 6. Service Contracts 7. Other Work Orders 8. Standard and Custom objects with custom relationships 9. Knowledge Articles
What 13 Standard objects are available for Path?
1. Accounts 2. Campaigns 3. Cases 4. Contacts 5. Contracts 6. Leads 7. Opportunities 8. Orders 9. Quotes 10. Service Appointments 11. Work Orders 12. Work Order Line Items 13. Custom objects
What 3 optional features can be set on custom objects?
1. Allow reports 2. Allow Activities 3. Track Field History
How can formula fields be created?
1. As a simple formula, using merge fields and operators 2. As an advanced formula using merge fields, operators and a range of functions.
What are 2 ways to calculate a Roll-Up Summary field, and which option is the default one?
1. Automatically (default) 2. Manually
To what 6 objects is cascade-delete and it's related options are not available for lookup relationships?
1. Business Hours 2. Community 3. Lead 4. Price Book 5. Product 6. User
What 2 things can the Admin build to guide users through the stages of an opportunity or other objects?
1. Business processes 2. Paths
What 3 things does a record type define for different profiles? Define each
1. Business processes are represented by special picklist fields that capture the lifecycle of Standard and Custom objects 2. Page layouts allow to select and organize groups of fields related to an object 3. Picklist values are lists of choices that you define when you create a picklist field. You define a master list with all possible choices, and then you use record types to display a subset.
Changing from what 2 data types to any other data type will automatically result in data loss?
1. Checkbox 2. Auto Number
What 12 field types can have a default value?
1. Checkbox 2. Currency 3. Date 4. Date/Time 5. Email 6. Number 7. Percent 8. Phone 9. Picklist 10. Text 11. Text Area 12. URL
What 8 data types can the Admin choose from for Formula Return Type?
1. Checkbox 2. Currency 3. Date 4. Date/Time 5. Number 6. Percent 7. Text 8. Time
If the the lookup field is optional, what 3 behaviors can the Admin choose from to occur if the lookup record is deleted?
1. Clear the Value of this field 2. Don't allow deletion of the lookup record that's a part of a Lookup relationship 3. Delete this record also
What 4 things can be done to components on a record page in Lightning App Builder?
1. Components can be added 2. Components can be edited 3. Components can be reordered 4. Components can be removed
What are the 4 categories of Work Order hierarchy, listed from the top to bottom?
1. Contacts 2. Cases 3. Work Orders 4. Work Order Line Items
Smith Technologies handles technical and customer service cases. Technical cases are required to gather make, model, and warranty information. Customer service cases don't require these fields. What is the best course of actions?
1. Create 2 page layouts, one for Technical Service and one for Customer Service 2. Set required fields on Technical Service page layout only 3. Create 2 record types, one for Technical Service and one for Customer Service 4. Assign page layouts
Sales reps should only take web leads for business customers. Individual customers must come from in-person contact. What is the best course of action?
1. Create 2 record types, one for Business Customers and one for Individual Customers 2. Adjust the picklist for the Individual Customers record type to remove Web as a lead source
Both Eastern and Western sales teams use Opportunities. Each team sells a different set of products and records the region in which the lead is based. What is the best course of action?
1. Create Eastern Opportunity and Western Opportunity record types 2. Adjust the product picklist to match each region's team 3. Adjust region picklist so it only matches the regions that each team covers
ABC corporation has different sales processes for projects under $500k and those above. The projects above $500k should go through Finance and have more hands-on meetings with the customers, while those under the amount will not need this attention. What is the best course of actions?
1. Create a business process 2. Set the Stage list appropriately for projects under $500k and for projects over $500k
Global Fitness deals are based with the US-based and foreign-based customers. There is a requirement to verify if contact information is in the correct format for the location. What is the best course of actions?
1. Create different fields for all possible location information 2. Create different record types and page layouts for each country 3. Add the appropriate fields for each page layout 4. Assign the page layouts to the appropriate record types
What are the 6 steps to creating a record type? List them in correct order.
1. Create page layouts to be used for record types 2. Add any additional picklist values (drag & drop from the palette) 3. Create a record type record (internal & external for Cases) 4. Assign record type to profiles 5. Assign page layout for each profile for each record type 6. Select picklist values for record type
Of what 4 steps does creating the many-to-many relationship consist of? List the in correct order.
1. Create the junction object 2. Create the 2 Master-Detail relationships 3. Customize the related lists on page layouts of 2 Master objects 4. Customize reports to maximize the effectiveness of the many-to-many relationship.
What 2 value categories can a picklist use?
1. Custom defined values 2. Values from a global value set
For what 2 pages do page layouts specify the fields displayed on an object?
1. Edit page 2. Detail page
What 7 customizations are possible for Standard Fields? What is the 1 thing you cannot do to a Standard field?
1. Field Labels can be changed 2. Pick list values can be added, renamed, deleted, or deactivated 3. Field History Tracking can be set 4. Field Help can be added 5. Lookup filters can be added and edited 6. Auto-Number field format can be adjusted 7. Standard field can be removed from page layouts to hide them from users Standard fields cannot be deleted
What 3 display elements can be controlled in the page layout?
1. Field displayed 2. Sort order 3. Buttons
What 7 things can be customized for standard fields?
1. Field labels 2. Picklist values 3. Field History Tracking 4. Field Help 5. Lookup filters 6. Auto-Number field 7. Standard field can be removed from page layouts to hide them from users
What are the 5 main custom field attributes?
1. Field type 2. Default value 3. Required 4. Unique 5. Case-sensitive
What 8 elements can be controlled in a page layout?
1. Fields 2. Buttons 3. Links 4. Publisher actions 5. Visualforce and related lists 6. Related list fields 7. Sort order 8. Report charts
What 3 things can a Search Layout control?
1. Fields displayed as a result of search 2. Fields displayed in a Lookup dialog 3. Recently viewed records list
What 3 things can History Field Tracking not track?
1. Formula, Roll-Up summary, and Auto-Number Fields 2. Created By and Last Modified By 3. Fields that have AI Prediction checkbox selected
What 3 tabs do custom apps come with?
1. Home 2. Members 3. Contacts
In what 2 cases is the default record type used?
1. If a user doesn't specify a record type when creating a record 2. When creating a new record
In what 2 cases can a deleted field not be restored?
1. If it has been permanently deleted 2. If it has been more than 15 days since a field was deleted, at which point Salesforce will permanently delete it.
In what 2 cases can a afield not be deleted?
1. If it is a Standard field 2. If a custom field is referenced elsewhere in the app, like in a Workflow or Process Builder
What 2 different link methods does a Lookup relationship allow?
1. Link 2 different objects, 2. Link an object with itself, with the exception of the User object. For example, you might want to link a custom object called "Bug" with itself to show how 2 different bugs are related to the same problem.
What are the 2 ways in which relationships between objects are shown on a record page in the user interface?
1. Lookups 2. Related Lists
What are the 4 steps to implementation of a business process?
1. Manage a master picklist 2. Create necessary business processes 3. Create record types and associate them with business processes 4. Add record types to profiles
What 6 object relationships does Salesforce support?
1. Master-Detail relationship 2. Lookup relationship 3. Many-to-many relationship 4. Hierarchical relationship 5. External lookup relationship 6. Indirect lookup relationship
Changing to what 2 data types from any other data type will automatically result in data loss?
1. Number 2. Percent
What are 2 relationships that link fields on an object? List examples for both.
1. Object-to-field relationship Opportunity ID field has an object-to-field relationship to an Opportunity Object, because Opportunity ID field identifies the Opportunity object 2. Object-to-Object relationship Account ID field in Opportunity Object has Object-to-Object relationship, because Account ID field is created by Master-Detail relationship between an Account object and an Opportunity object.
When defining a Lookup relationship, in what 2 places can the Admin include a lookup field in Salesforce?
1. On the page layouts for that object 2. One the related list on the associated object's page layout
In regards to number of related items, what are 2 ways a Lookup relationship can be set? Provide an example.
1. One-to-one 2. One-to-many For example, Account to Contact relationship is one-to-many, because a single Account can have many related Contacts.
What are 7 things to remember when changing Custom Field types?
1. Only convert custom fields for which no data exists, or you risk losing your data 2. If data is lost, any list view based on the custom field is deleted, and assignment and escalation rules may be affected 3. You cannot change the data type for any custom field that is mapped for lead conversion 4. The option to change data type of a custom field is not available for all data types 5. You cannot change data type of a custom field referenced by other items in Setup 6. Changing a custom field type may require changing many records at once. To process these changes efficiently, the request may be queued and you may receive an email notification when the process is complete 7. Before changing a custom field's type, ensure it isn't the target of a workflow field update or referenced in a field update formula that would be invalidated by the new type
What 2 objects does Account have one-to-many relationship with?
1. Opportunity 2. Case
In what 5 areas does a record name appear?
1. Page Layouts 2. Related lists 3. List views 4. Lookups 5. Search Results
What 2 tools can the Admin use to control how objects and records are presented to users?
1. Page layouts 2. Record types
What 3 things do Record Types allow to define?
1. Picklist values 2. Paths 3. Page layouts
Using what 2 access levels can a user's access to record type be determined?
1. Profile 2. Permission sets
Who can record types be assigned to?
1. Profiles 2. Individuals
What are the 2 ways fields can be marked as in page layouts?
1. Read-only 2. Required
What is the difference between assigning record types to a Profile and to a User?
1. Record type to a profile is assigned in that profile 2. Record type to a user is assigned via Permission set, and only custom record types can be assigned via Permission Sets
What are record types, and what are they used for?
1. Record types allow different picklist values, page layouts, and business processes to be defined 2. Record types are used when an object has different types or is used for different purposes
What is the difference between record types and business processes?
1. Record types control page layouts and picklist values based on the selection of record type 2. Business process controls stages and then picklist values based on the stage of certain objects
What 3 things doe System Validation checks for?
1. Required Fields 2. Unique Fields 3. Data Type
What 4 processes does a business process allow to track?
1. Sales processes 2. Lead processes 3. Support processes 4. Solution processes
What 1 thing can a search layout be used for, and 1 thing it cannot be used for?
1. Search layout can be used to control which fields are displayed 2. Search layout cannot be used to control which fields are searched for keyword matches
What are the 4 steps to creating a custom field? List the in correct order.
1. Select a data type 2. Enter Details 3. Set field-level security 4. Add to page layout
What are the 4 steps to creating a custom field?
1. Select a field type 2. Enter field details 3. Select field level security for each profile 4. Select page layouts
What are the 2 ways in which Standard objects can stand in relation to other data?
1. Self-contained 2. Have relationship to other Standard and Custom objects
Compared to Master-Detail relationship, what 2 thing does a Lookup relationship not support?
1. Sharing 2. Roll-up summary fields
Which, if any, formula types allow to reference merge fields?
1. Simple formula 2. Advanced formula
What 2 types of formulas can a Formula field be based on? What is the difference between them?
1. Simple formula allows selection of one or more fields and operators, such as Add, Subtract, and Concatenate 2. Advanced formula allows selection of one or more fields, operators, and advanced functions
What 4 types of fields can be the controlling field in a field dependency?
1. Standard Checkbox 2. Custom Checkbox 3. Standard Picklist 4. Custom Picklist
What are the 2 types of Objects in Salesforce? Define both, List a key difference, and list an example for each.
1. Standard objects are pre-built in Salesforce, giving the org an initial data model. Examples include Accounts, Contacts, and Opportunities. 2. Custom objects are objects that the Admin builds and defines for a specific use case. For example, the Admin can build a custom Property object that stores information about the homes a company is selling.
In what 2 ways ca Picklist fields be defined?
1. Standard picklist 2. Multi-select picklist
What 2 types of tabs exist in Salesforce?
1. Standard tabs 2. Custom tabs
What 3 object relationship combinations are supported are supported for Roll-Up Summary fields ?
1. Standard-Custom 2. Custom-Custom 3. Certain Standard relationships
What 2 data types can be used for the record name?
1. Text field 2. Auto-Number
What happens when a custom field is deleted?
1. The field and its data are deleted temporarily 2. The field and its data can be undeleted and restored within 15 days 3. After 15 days, Salesforce will permanently delete that field and its data
What 3 things can be done to picklist values on standard fields?
1. They can be added 2. They can be deleted 3. They can be reordered
The Owner field on the Detail and sub-Detail records is not available and is automatically set to the owner of the Master record. What 3 facts does this state on custom objects on the Detail side of Master-Detail relationship? What is the main reason for this facts to be true?
1. They cannot have sharing rules 2. They cannot be manually shared 3. They cannot have queues The main reason for this is because the above 3 require the Owner field, which Detail and sub-detail records do not have.
Time fields can be used to track time that is not specific to a single date, such as preferred contact hours. What 3 situations is this useful for?
1. Time management 2. Event planning 3. Project Management
What 2 methods can the Admin use to delete bot object and a field?
1. Use the metadata API with delete manifest that uses PurgeOnDelete 2. Use Setup to delete the field first Otherwise, the object cannot be deleted.
How are business processes defined and used?
1. Values for the Status field are selected from the Master Picklist values 2. Then, the business process is assigned to a record type
When would creating a formula field be appropriate?
1. When a read-only field is required that is calculated based on values of fields (including fields in related objects), or based on a defined formula.
In what 2 cases is it not possible to change the data type of a custom field?
1. When that custom field is mapped for lead conversion 2. When a custom field is referenced by other items in Setup
What does every record have that is unique across all records?
15-character case-sensitive unique identifier
What is a dependent picklist?
A dependent picklist allows values in one picklist field to be filtered by values selected in another picklist field.
What does Lookup relationship do?
A Lookup relationship links 2 objects together so that users can see related teams from one object on another.
What relationship type can the Admin use to model many-to-many relationships between 2 objects?
A Master-Detail Relationship
Define Master-Detail relationship.
A Master-Detail relationship closely links objects together such that the Master record controls certain behaviors of the detail and sub-detail record, such as who can view the detail's data
What is the purpose of a Path?for what Salesforce versions is it available?
A Path guides users along the steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal. It captures the lifecycle of custom and certain Standard objects, and is available in Lightning Experience only?
What is a Person Account?
A Person Account is an individual consumer with whom you do business, such as a financial services client or a vacation traveler.
Where is a Record ID displayed, and where is it not displayed?
A Record ID is not displayed on the record detail page and can be found in the URL.
What is a Roll-Up Summary field?
A Roll-Up summary field calculates values from a set of related records, such as those in a related list.
What is a Roll-Up Summary field?
A Roll-up Summary field is a field defined on a Master object that sums, returns the minimum, the maximum, or the count of a field in a related detail record
What holds true when a Standard object is a part of a Master-detail relationship?
A Standard object must be on the Master side of the Master-Detail relationship.
What is the purpose of a business process?
A business process allows to display different picklist values for users based on their profile.
What is a business process?
A business process is a way to capture the lifecycle of Sales, Leads, Support, and Solutions
In terms of picklists, what does each object have?
A default record master record type that is hidden.
What is a field dependency? Provide an example
A field dependency is a filter that allows the Admin to change the content of a picklist based on the value of another field. For example, rather than displaying all world regions in a picklist, the Admin can limit the regions displayed based on a value of another field, like Zone.
What is a hierarchical relationship? Give an example.
A hierarchical relationship is a special type of relationship available only for the User object that allows users to use a lookup field to associate one user with another user that does not directly or indirectly refer to itself. For example, the Admin can create a hierarchical relationship to store a user's direct manager in that user's record.
What is a junction object?
A junction object is a custom object that sits between other 2 objects and has a Master-Detail relationship with both.
What happens when a queue is created?
A list view is automatically created
What is the prerequisite to being able to change a lookup relationship to a Master-detail relationship?
A lookup relationship can be changed to a Master-detail relationship only if the lookup field in all records contains a value
What kind of relationship do Account and Opportunity have?
A lookup relationship.
What is a self-relationship?
A lookup to a different record of the same object
What is the purpose of many-to-many relationship? Provide an example.
A many-to-many relationship allows each record of one object to be linked to multiple records from another object, and vice versa. If there is a Position object and a Candidate object, one position can be related to multiple candidates, and one candidate can be relate to multiple positions.
If there is a need to relate several teachers to several different classes, what type of relationship is this and what type of lookup is needed?
A many-to-many relationship needing a junction object for the lookups.
What does a page layout control?
A page layout controls what fields, related lists, buttons, and other items appear on records for different users.
What is the purpose of a picklist? Provide an example of a picklist.
A picklist offers a selection of options available for specific fields in a Salesforce object, such as list of regions
What holds true about a record name when creating a new object?
A record name must be configured when creating a new object.
How many record types are assigned how many page layout types per how many profiles?
A record type is assigned 1 page layout type per profile.
What is a restricted picklist?
A restricted picklist means only the values defined can be used. Other values cannot be inserted, even through API.
An administrator has created two custom objects: Job and Job Application. She created a lookup relationship between the two objects, but now realizes it should have been master-detail. What does she need to do to change the relationship? Choose 1 answer. A. Make sure that all Job Application records have a value in the Job field and change the type of the relationship field B. A lookup relationship cannot be changed to a master-detail C. Delete the relationship field on the Job Application object and create a new master-detail relationship field D. Delete any Job Application records and then change the type of the relationship field
A. ✅ A lookup relationship can be changed to a master-detail relationship only if the lookup field in all records contains a value.
Dan works for RPI Pharmaceuticals, which uses a Requisition Form custom object to order supplies. Employees create order records. The supply manager then manages the orders, and needs to maintain fields that the employees do not need visibility to as those fields are related to managing the orders. Assuming that field level security is not changed, which configuration should Dan use? Choose 1 answer. A. 2 Page Layouts B. 1 Record Type and 1 Visualforce Page C. 2 Record Types and 1 Page Layout D. 2 Record Types and 2 Page Layouts
A. ✅ Visibility only needs to be restricted to certain fields on the page layout. As field level security is not changed, the most effective way to have different fields visible is to use 2 different page layouts. ✅ Record Types are not necessary for this requirement since they are used for offering different business processes and picklist values to different user profiles, either of which is not required here.
Mark Jones is the Finance Director at Global Insurance. Global Insurance is the account on his contact record. He is also a Director at FinTech Corporation. How would this be represented in Salesforce, if the contacts to multiple accounts feature is enabled? Choose 1 answer. A. Mark would be a direct contact to Global Insurance B. Mark would be an affiliated contact at both organizations C. Mark would be the main contact at Global Insurance D. Mark would be a direct contact at both Global Insurance and FinTech Corporation
A. ❗️❗️❗️ Mark would be a direct contact to Global Insurance, because it is the account on his contact record. He would be an indirect contact to FinTech Corporation, because he is related to that account but it is not on his contact record in Salesforce.
The Marketing team requested to add 5 different lead scoring fields, each having a score ranging from 1 to 5. The administrator has created these fields. They further requested a non-editable total field that is the sum of these fields. What should the Administrator do to fulfill the new requirement? Choose 1 answer. A. The administrator should create a formula field to calculate the total sum of all five fields B. The administrator should create a field with the type of aggregate total sum C. The administrator should use a workflow field update to calculate the total when the lead record is edited D. The administrator should use a roll-up summary field to aggregate the total sum of all five fields
A. ❗️❗️❗️ Formula fields are non-editable and calculate mathematical output at run time. ❗️❗️❗️ A roll-up summary field could not be used in this case, because it is only used when rolling up values from detail records to a parent record when there is a Master-detail relationship.
Users have complained that the columns in the "Recent" View of a new custom object called "Item" do not match the columns in the "All Items" list view that was created by the administrator. What can the administrator do to resolve this issue? Choose 1 answer. A. Modify the search layout of the object B. Modify the list view layout of the object C. Modify the page layout of the object D. Modify the recent view layout of the org
A. ❗️❗️❗️ Search layouts can be used to modify the fields displayed in the "Recent" view of an object's home page. ❗️❗️❗️ A page layout is used to specify the fields displayed on detail and edit pages of objects. ❗️❗️❗️ There is no recent view layout. ❗️❗️❗️ A list view can be edited to modify the fields displayed in that list view, but it cannot be edited to change the fields displayed in the "Recent" view.
Which of the following cannot be associated with Work Orders? Choose 1 answer. A. Solutions B. Knowledge Articles C. Asset, Entitlements, and Service Contracts D. Case, Account, and Contact E. Other Work Orders
A. ❗️❗️❗️ Work Orders can be associated with... 1. Accounts 2. Assets 3. Cases 4. Contacts 5. Entitlements 6. Service Contacts 7. Other Work Orders 8. Standard and Custom objects with custom relationships 9. Knowledge Articles
Which of the following types of fields can be used as the controlling field in a field dependency? Choose 2 answers. A. Custom Picklist B. Standard Checkbox C. Custom Multi-Select Picklist D. Formula Field
A. B. ❗️❗️❗️ the following types of fields can be the controlling field in a field dependency... 1. Standard Checkbox, Custom Checkbox, Standard Picklist, Custom Picklist
Your company has just opened a new line of business. This new line, Small and Medium Business (SMB), joins their Enterprise line. They plan to record different information of each type of account. Sales reps will either be assigned to work on SMB or Enterprise Accounts. Which of the following steps should be taken? Choose 2 answers. A. Create a new page layout for SMB Accounts and assign it to the profile of the appropriate sales reps B. Create a new record type for SMB Accounts and assign it to the profile of the appropriate sales reps C. Change field level security on SMB specific fields to restrict access D. Add a picklist field to distinguish SMB and Enterprise Accounts
A. B. ✅ A new page layout and record type are required to keep information separate. ✅ A picklist vale and field level security do not limit a user from accessing a particular record type
When defining a record type, which of the following can be configured for different types of records? Choose 3 answers. A. Picklist Values B. Page Layouts C. Paths D. Approval Processes E. Profiles
A. B. C. ✅ Record Types allow to define different picklist values, paths, and page layouts. ✅ Record Types can be assigned to profiles, but they do not control profiles
Which of the following can be done on an object's page layout? Choose 3 answers. A. Change columns and sort order of related lists B. Make fields required C. Make fields read-only D. Add Help Text to fields
A. B. C. ❗️❗️❗️ Help Text is added in the field definition
Global Insurance has recently switched to Lightning Experience and is planning to introduce the Sales Path functionality in the near future. What can be done to ensure that it does not display on the opportunity record page until sales representatives have been trained to utilize it? Choose 2 answers. A. Create a new opportunity record page in the Lightning App Builder and activate it B. Record pages cannot be modified in Lightning Experience C. Modify the existing opportunity record page and remove the Sales Path component D. Modify the properties of the Sales Path component on the opportunity record page and set it to hidden
A. C. ❗️❗️❗️ The Lightning App Builder can be used to modify existing record pages or create new record pages. ❗️❗️❗️ Sales Path is a standard component that can be removed from the opportunity record page.
An administrator in an org with many records has a requirement to implement lookup filters. What is true regarding lookup filters in Lightning Experience? Choose 2 answers. A. Lookup filters can reference fields on records related to the target object B. Lookup filters are optional C. Lookup filters are always required D. Lookup filters cannot reference fields on the target object
A. C. ❗️❗️❗️ In Salesforce Classic, the Admin can make lookup filters required or optional. ❗️❗️❗️ In Lightning Experience, all lookup filters are required, even if the Admin specifies them as optional in Setup.
What 6 objects can Work Orders be associated with?
Accounts, Assets, Cases, Contacts, Entitlements, and Service Contracts.
In terms of relationship, how do Accounts and Contacts relate?
An Account can be related to 0, 1, or many Contacts. A Contact can be related to 1 or many Accounts, if "Contact to Multiple Accounts" setting is enabled.
What holds true in regards to field history when a field is restored?
After a field is restored, Field History is available again
What happens to a restored field that was once a part of the Master-Detail relationship?
After a field is restored, if it was a part of Master-Detail relationship, it will be restored as a Lookup. It needs to be converted to Master-Detail.
What should be done after creating a business process, and why?
After creating a Sales, Lead, Support, or Solution process, assign the process to a record type. The record type determines the user profiles that are associated with the business process.
What does the "Allow Activities" option enable for a custom object? What 2 Activities are assumed under "Activities"? What are the 2 related lists associated with "Allow Activities"? What must be done to them?
Allow Activities option allows Activities - tasks and events - to be associated with a custom object. The "Open Activities" and "Activity History" related lists need to be added to the page layouts.
What is the function of the "Allow Reparenting" option in a Master-Detail relationship?
Allow Reparenting allows Detail records to be associated with another Master record when their Master record is deleted.
What does the "Allow Reports" optional feature enable for a custom object?
Allow Reports option allows the object to be reported on
What is an External ID?
An External ID is a field that contains a unique identifier from an external system and can be used for matching records when data is imported or integrated.
In terms of relationship, how do Opportunities and Quotes relate?
An Opportunity can be related to 0, 1, or many Quotes. A Quote can be related to only 1 Opportunity.
What is an app?
An app is a collection of tabs made visible to certain profiles
What is an App in Salesforce?
An app is a collection of tabs made visible to certain profiles. Salesforce comes with the Standard apps, and Custom apps can be created.
How can an org enable Person Accounts?
An org must contact Salesforce to enable Person Accounts.
Where can the users go to access standard and custom apps?
App Launcher
What is the best practice for the child record count in the Master-Detail relationship?
As a best practice, the Admin shouldn't exceed 10,000 child records for a Master-Detail relationship
What is true regarding users' ability to adjust records of assigned record type for their profile and their access to other record types?
Assigning a record type to a profile gives a user the ability to create records of that record type. Users can still see records of all record types.
At what level is the default record type set?
At the Profile level
A Sales Manager wants to develop a 360-degree view of her contacts and accounts. She would like to keep track of all related accounts for each contact. How can a Salesforce Administrator enable this? Choose 1 answer. A. Add the Related Accounts section on contact and Related Contacts section on account B. Enable the Contacts to Multiple Accounts feature and add the Related Accounts list to Contact page layout C. Create a cross-object formula on contact to add related accounts in the Related Accounts section D. Create a validation rule to ensure all related accounts are added to contact
B. ✅ Only by enabling Contacts to Multiple Accounts feature can a Sales Manager get a 360 degree view of her contacts and all of their affiliated Accounts. ✅ All the contacts related to an account can also be viewed on the account Detail page.
After customizing a record page in the Lightning App Builder, Customer Service representatives are not able to view the new layout. What could be the issue? Choose 1 answer. A. The record page was not assigned to any profiles B. The record page was not activated C. The record page was saved as a draft D. The record page is invalid
B. ✅ To make a customized record page available to users, it must be activated
How are relationships between objects shown on a record page in the user interface? Choose 1 answer. A. Using Page Layouts and Profiles B. Using Lookups and Related Lists C. Using Master-Detail Links between objects D. Using Custom Lists and Relationships
B. ✅ Lookups and Related Lists are two ways that relationships between objects are shown in the user interface
The Account object has one-to-many relationship with which of the following objects? Choose 2 answers. A. Campaign B. Opportunity C. Case D. Product
B. C. ❗️❗️❗️ Account object has one-to-many relationship with the Opportunity and Case objects. ❗️❗️❗️ Product and Campaign objects are not related to Accounts
The standard field called "Account Site" is not required by the users of an organization. How can an administrator ensure that users are unable to access this field when they view account records in Salesforce? Choose 3 answers. A. Change the field type B. Remove the field from the page layout C. Use the "Field Accessibility" viewer in Setup to restrict the field's visibility D. Use field-level security to make the field hidden for all the profiles E. Delete the field from the Account object
B. C. D. ✅ Standard fields cannot be deleted. ✅ Standard fields can be removed from the page layout. ✅ Standard fields can be hidden using field-level security. ✅ The "Field Accessibility" viewer can be used to make a particular field hidden for multiple profiles. ✅ Standard field types cannot be changed
The Service Operations Director of Cosmic Service Solutions would like the picklist values of the "Status" field on the Case object be modified. What options are available to modify the standard field? Choose 3 answers. A. Additional values cannot be added but standard values can be deleted B. The standard values can be deleted C. The values can be reordered D. Additional values can be added E. New values can be added but standard values cannot be deleted
B. C. D. ❗️❗️❗️ Picklist values on standard fields can be added, deleted, or reordered
In an initial meeting with the purpose of setting up a new Salesforce org, the administrator Sarah is asked what Accounts can represent. What would Sarah be correct in stating? Choose 3 answers. A. Employees B. Competitors C. Individual consumers D. Leads E. Companies you do business with
B. C. E. ❗️❗️❗️ A person account is an individual consumer with whom you do business, such as a financial services client or vacation traveler. ❗️❗️❗️ Person accounts are applicable to organizations that operate on a B2C model as opposed to B2B model. ❗️❗️❗️ Salesforce must be contacted to enable person accounts. ❗️❗️❗️ Accounts can be used to represent different types of organizations, such as a company you do business with or a competitor. ❗️❗️❗️ A Lead is a separate entity within Salesforce and may be converted to an Account, Contact, and Opportunity once that Lead is qualified.
An administrator is training users in her org about list views. What is true regarding list views in Salesforce Classic? Choose 3 answers. A. Up to 10 fields can be displayed in a list view B. Field level security is applied to the fields visible in the list view C. Users can only see data they have access to D. Any user can delete a public list view E. List views of standard and custom objects can be printed
B. C. E. ✅ Only data that users have access to can be seen in a list view. This means they can view records they own, records owned by users with roles below in the role hierarchy, or records shared with them. ✅ Field-level security affects data visibility in list views. ✅ If "Printable List Views" is enabled, List Views of standard and custom objects can be printed. ✅ Only users with the "Manage Public List Views" can delete a public list view ✅ Up to 15 fields can be included in a list view
The support team requested the Salesforce Administrator to create a second email field for capturing an additional customer email address. After 6 months the support team found that the field was not used and wants to delete it. What is true about deleting fields? Choose 2 answers. A. If a custom field has been deleted, the field and data can be restored but not field history B. If a custom field has been deleted, the field, its data and the field history can be restored for a limited time C. Custom fields cannot be deleted, they can only be deactivated D. Custom fields cannot be deleted if there are any references to them
B. D. ✅ A custom field can be deleted if there are no references to it ✅ A deleted field, its data and field history can be restored for 15 days ✅ If a custom field is restored, field history data for the deleted custom field is also restored
Which of the following types of fields can be used as the dependent field in field dependency? Choose 2 answers. A. Standard Picklist B. Custom Picklist C. Custom Checkbox D. Multi-Select Picklist
B. D. ✅ Only a custom picklist and multi-select picklist can be a dependent field in a field dependency
What are valid reasons for modifying an Account search layout? Choose 2 answers. A. To control the account fields that are searched B. To control the fields displayed in the recent accounts list C. To remove the account name from the page layout D. To control which account fields are displayed in the search results
B. D. ❗️❗️❗️ Search Layouts can be used to control the fields displayed as a result of search, fields displayed in a lookup dialog, and recently viewed records list. ❗️❗️❗️ A search layout cannot be used to control the fields that are searched for keyword matches; only which fields are displayed.
What is true regarding queues? Choose 3 answers. A. Records are removed from queues if not assigned within 30 days B. When a queue is created, a list view is automatically created C. Any user can accept records from the queue D. Queues can be created on custom objects E. Records can be placed in a queue manually or by an assignment rule
B. D. E. ✅ Only members of a queue can accept records from that queue and take ownership. ✅ Queues can be created for Standard and Custom objects ✅ List views are automatically created when a queue is created. ✅ Records can be placed in a queue manually, but more often an assignment rule is created to automate this process based on criteria
After switching to Lightning Experience, the Sales Manager wants the administrator to customize the Opportunity page. What actions can be performed to customize a record page in the Lightning App Builder? Choose 3 answers. A. Components can be created B. Components can be reordered C. Components can be resized D. Components can be removed E. Components can be added
B. D. E. ❗️❗️❗️ Components can be added, edited, reordered, or removed from a record page in Lightning App Builder
Cosmic Solutions would like to make different information visible to employees in different divisions. How can record types be used for this requirement? Choose 3 answers. A. Different records can be displayed using custom criteria for different record types B. Different picklist values can be displayed for different record types C. Different apps can be displayed for different record types D. Different page layouts can be displayed for different record types E. Different Lightning record pages can be displayed for different record types
B. D. E. ❗️❗️❗️ Record Types can be used to display different page layouts and picklist values. ❗️❗️❗️ In Lightning Experience, Lightning record pages can be assigned to different record types in Lightning App Builder. ❗️❗️❗️ It is not possible to specify custom criteria in a record type to made different records visible to users.
If a user can select a record type from a list, what will be the first option on that list?
Default record type for a profile
Why is cascade-delete dangerous?
Because it bypasses security and sharing settings, which means users can delete records when the target lookup record is deleted, even if they have no access to the records.
Why a record name must be configured when creating a new object?
Because it is a way to identify records.
What should you do if you want the restored field that was once a part of Master-Detail relationship to be a part of that relationship again?
Because it will be restored as a Lookup, it needs to be converted to Master-Detail relationship
Between what 2 object categories can relationships be created?
Between Standard and Custom objects, or between 2 Custom objects.
What do both Standard and Custom Objects come with? What can these objects be expanded with?
Both Standard and Custom Objects come with standard fields, but can be expanded with custom fields.
When a business process and a record type have to be created, which one must be created first?
Business process
What is the default setting in regards to reparenting records in a Master-Detail relationship?
By default, records cannot be reparented in a Master-Detail relationship.
A manager wants to view the total expected revenue for all open opportunities related to an account on the account page layout. Which of the following can be used to display this information? Choose 1 answer. A. Formula field B. Lookup field C. Roll-up Summary field D. Custom field with trigger
C. ❗️❗️❗️ A Roll-up Summary field with a filter to only include open opportunities can be used in this case. ❗️❗️❗️ A formula field can only be used if the relationship with the record is 1 to 1, e.g. Account to Owner
Checking if a field is required in an example of what type of validation? Choose 1 answer. A. Page Layout Validation B. Required Validation C. System Validation D. Custom Validation
C. ❗️❗️❗️ System Validation includes checking for Required Fields, Unique Fields, and Data Type. ❗️❗️❗️ System Validation is performed before custom validation rules
What tool can be used to create a formula?
Formula Editor
An administrator sets up an assignment rule that assigns leads based on a number of criteria. What happens if a record meets multiple assignment rule criteria? Choose 1 answer. A. Salesforce assigns the record that meets the criteria of the last rule B. Salesforce records an error in the assignment rule log C. Salesforce processes the rule according to the rule order and stops when a record meets the criteria D. The record is assigned to the administrator
C. ✅ Salesforce evaluates the rules according to the rule order and stops when a record meets the criteria
After consulting with the HR manager, the administrator needs to add several custom fields to the Employee object. What are the basic steps when adding a new custom field? Choose 1 answer. A. Choose the field label, select field type, set sharing rules, select page layouts B. Choose field label, select field type, select field level security, select record types C. Choose field type, enter field details, set field level security, select page layouts D. Choose field type, enter field details, set sharing rules, select field level security
C. ✅ The basic steps when setting up new custom fields are... 1. Select the field type 2. Enter field details 3. Select field level security for each profile 4. Select page layouts
The ABC Corporation's Sales Director wants to ensure that if an opportunity is closed, an opportunity close reason is entered. How can this be accomplished? Choose 1 answer. A. Make Opportunity close reason a required field B. Create a dependent field based on the opportunity stage C. Create a validation rule that references the opportunity stage and close reason D. Make opportunity close reason required on the page layout
C. ❗️❗️❗️ A validation rule could be created that references the opportunity stage field and enforces the addition of a close reason if the stage is "Closed Won" or "Closed Lost"
Where can related records be seen from a lookup or master-Detail relationship?
In related lists on the page layout.
What does an org have to do to enable cascade-delete?
Contact Salesforce
What is a picklist field called when that picklist field values filter values in another picklist field?
Controlling field
The Admin creates a custom object called "PTO Requests". He wants users to link a PTO request with the employee submitting a request. What can the Admin to make that happen?
Create a Lookup relationship from the PTO Request custom object with the User object.
Can custom apps be created in Salesforce? If so, what 2 things can the their header be customized with?
Custom apps can be created, and the header can be customized with a logo and company branding
What are custom objects created for?
Custom objects can be created to record custom data not covered by Standard objects
What can be created and used to relate Work Orders to Standard and Custom objects ?
Custom relationships
What 4 forms can custom tabs take?
Custom tabs can be custom object, web tabs, Visualforce tabs, and Lightning tabs
What is important to do after enabling Field History Tracking for a custom object?
Customize the page layouts to include the object's history related list
John Foster is a Salesforce Administrator at Global Support Inc. The support team reported to him an issue that every time they open a case from an account they need to fill all the account-related field information such as Account Owner, Owner Email, and Account Address manually. What should John do to automate this process? Choose 1 answer. A. Create a Validation rule to copy the required Account fields B. Create a Workflow rule to copy the required Account fields C. Create a Case assignment rule to copy the required Account fields D. Create Formula fields to retrieve the required Account information
D. ✅ Formula fields are the preferred choice when child record fields need to be populated with the parent record field information.
A Salesforce administrator thought it would be a good idea to set up a business process for a new custom object called"Purchase Order". Which of the following are valid considerations regarding business processes provided by Salesforce in Salesforce Classic and Lightning Experience? Choose 1 answer. A. Business processes can be assigned to custom objects by making a request to Salesforce support B. Business processes are available for the Lead object only C. Business processes are available for all standard and custom objects D. Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case
D. ✅ The following business processes are available for Salesforce Classic and Lightning Experience... 1. Sales process (Opportunity) 2 Lead process (Lead) 3. Support process (Case) 4. Solution process (Solution)
Carolyn, the customer support manager, wants to add another filter criteria to an existing public list view in Lightning Experience which currently has 3 custom filters. What is true regarding adding a filter to a list view? Choose 1 answer. A. The Salesforce Administrator would have to increase the filter limit allocated to the list view for the object B. The Salesforce Administrator must enable "Manage Public List Views" in the Systems Permissions specific to the User's profile to allow the manager to create a list view with more than 3 custom filters C. The Salesforce Administrator would have to increase the filter limit of all objects for the entire organization D. Users with "Manage Public List Views" permission enabled for them would be able to edit existing public list views, including adding more filters
D. ✅ The number of custom filters in a list view is not governed by a certain permission or allocation. Users would be able to add more filters when they create a new list view or edit an existing list view they have created. ✅ 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.
The administrator needs to display the name of the parent account related to an account that is associated to an opportunity. How can this be accomplished? Choose 1 answer. A. Create a custom field for the parent account name and use a workflow field update to update it with the parent account name B. Add a custom field with an account lookup C. Create a custom field with a dependent lookup filter on an account D. Create a cross object formula field to reference the parent account name
D. ❗️❗️❗️ Cross object formula fields can reference fields from up to 10 levels away
A user creates a new list view and wants to share it with a colleague. Which of the following is true about the visibility of a new list view created by a user? Choose 1 answer. A. Only the person creating the list view can access it B. The list view can be made visible to all users C. It can be made visible to the person creating the list view, all users, public groups, and certain roles D. It depends on the permissions of the user creating the list view
D. ❗️❗️❗️ If a user creating the list view has the "Manage Public List Views" permission, they can make the list view available to themselves, all users, certain public groups, and roles. If a user does not have that permission, the list views they create are only visible to themselves.
An administrator is asked by sales reps to make sure that the opportunity close date cannot be set in the past. How can this be accomplished? Choose 1 answer. A. Create a business process to ensure the opportunity close date is not in the past B. Create a workflow rule to update the close date to the current date when choosing the opportunity C. Make Opportunity Close date a required field D. Create a validation rule to check the close date against the current date
D. ✅ A validation rule that runs when the opportunity status is set to "Closed" is the best way to check if the opportunity close date has been set in the past and display an error message if it has.
The administrator needs to prevent further changes to a record when the status field is updated to "Archived". How could this be accomplished? Choose 1 answer. A. Use Process Builder and Flow to dynamically change the access level of the record based on the value of the "Status" field. B. Create a custom Visualforce page that overrides the existing page layout based on a condition in the markup. C. Create a validation rule using the "ISCHANGED" function to prevent further changes D. Create a validation rule using the "PRIORVALUE" function to prevent further changes
D. ❗️❗️❗️ A validation rule that uses the "PRIORVALUE" function can be used to prevent further changes to a record when the value of the "Status" field on the record is set to a specified value. ❗️❗️❗️ A validation rule with the "ISCHANGED" function would only check whether the value of the "Status" field is changed, which is why it should not be used for this requirement. ❗️❗️❗️ Access to a record cannot be removed using Process Builder and Flow. ❗️❗️❗️ Process Builder and Flow are automation tools that can only be used to grant additional access to a user or group using a Share Object based on custom criteria. ❗️❗️❗️ Using a custom Visualforce page for this requirement requires programmatic development. Since a declarative solution is available, it should be preferred.
How do record types relate to business processes? Choose 1 answer. A. A business process can be used instead of a record type B. Multiple business process can be related to one record type C. A business process is related to only one record type D. A business process can be associated with multiple record types
D. ❗️❗️❗️ Business processes can be used to manage different Sales, Leads, Support, and Solution processes. 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. Each business process can be associated with 1 or more record types. When creating a record type, a business process is selected.
An administrator for Universal Rentals set up a case assignment rule with two criteria. What happens if a case does not meet any assignment rule criteria? Choose 1 answer. A. The case is assigned to the administrator B. The case is assigned to the default queue C. The case is not assigned an owner D. The case is assigned to the default case owner
D. ❗️❗️❗️ If a case does not meet any assignment rule criteria, it is assigned to the default case owner
When both programmatic and declarative solutions can be used to solve a problem, which solution must be prioritized?
Declarative solution
What can be set for each app?
Default landing tab
Why the Admin must be cautious when changing field types?
Data loss may occur
How does a deactivated picklist field affect its existing values?
Deactivating a picklist field does not affect existing values.
What implications does deleting a Master record have on the related detail and sub-detail records?
Deleting a Master record also deletes related Detail and Sub-detail records.
What is a picklist called that has its values filtered by value selected in the Controlling field?
Dependent field
What holds true in regards to security settings and permissions in the Master-Detail relationship?
Detail and Sub-Detail records inherit security settings and permissions from the Master record.
What can page layouts be assigned to, and for what purpose?
Different page layouts can be assigned to different profiles so that each type of user can see the fields that are relevant to them.
What 3 things do different relationships between objects determine?
Different types of relationships between objects determine how they handle... 1. Data deletion 2. Sharing 3. Required fields in page layouts
What are users with profiles that have "Manage Public List Views" enabled by the Admin able to do?
Edit public list views created by other users.
What is an External ID? Give an example.
External ID is a field that contains a unique identifier from a system outside of Salesforce. For example, you can add the SAP Account Number field to the Account object and mark it as an external ID. When data is imported or integrated into the account object, records can be matched using the SAP Account Number field.
What can be done first if objects or records in a Lookup relationship need to be deleted?
First, delete an appropriate number of its child records.
For what 2 types of objects can queues be created?
For Standard and Custom objects
What is a Formula field?
Formula field is a Read-only field that automatically calculates a value based on other fields in that formula. It is a powerful tool that gives you control of how data is displayed.
What happens to a Formula field when one of the fields used in that formula changes?
Formula fields are automatically updated when one of the fields used in a formula changes
What do Global Picklists use for their values?
Global Value Sets
What do Global Value Sets allow for picklist values?
Global Value Sets allow picklist values to be shared across fields and objects
What happens when the Admin makes the Lookup field required for saving a record?
He automatically requires it on the corresponding page layout as well.
In what case can a Contact be related to multiple Accounts?
If Contact to Multiple Accounts setting is enabled.
The Admin deletes a Detail record, and later separately deletes its Master record. What can the Admin do after to restore the Detail record? Give a specific reason for your answer.
If the Admin deletes a Detail record and later, separately, deletes its Master record, he cannot undelete the Detail record, as it no longer has a Master record to relate to.
What happens to the field history tracking for the child record when the parent record in a Lookup relationship is deleted?
If the parent record in a Lookup relationship gets deleted, the field history tracking for the child record does not record the deletion.
What holds true about page layout assignment in profiles?
In Profiles, page layout assignments are specified for every record type, even for those that are not available for a profile.
Where are deleted fields shown?
In a related list
How can a default record type be set?
In a user's personal settings
Where can Global Value Sets be used?
In picklist dependencies
What does the "Manage Public List Views" permission allow?
It allows a user who created a list view to make it available to themselves, all users, certain public groups, and roles. Without that permission, the list views that the user creates are only available to them.
How long can it take to calculate a Roll-Up Summary field, and what does it depend on?
It can take up to 30 minutes, depending on the number of records affected, as well as other factors.
When is it good to choose "Delete this record also" in a scenario when the lookup field is optional? Give an example.
It is a good choice when the lookup field and its associated record are tightly coupled and it makes sense to completely delete the related data. For example, an expense report record has a Lookup relationship to individual expense records. When the report is deleted, it makes sense to delete all the expense records, too.
What is a good practice when creating a Master-Detail relationship involving a custom object?
It is a good practice to create a Master-detail relationship before a custom object contains data.
What is 1 exception for linking an object to itself in a Lookup relationship?
It is not possible to link a User object to itself
When is the "Clear value of this field" behavior a good choice in scenario when the lookup field is optional?
It is the default out of 3 behaviors. Clearing the field is a good choice when the field does not have to contain a value from the associated lookup record.
What does it mean when a picklist is restricted?
It means that additional value cannot be added, even through API
What must be done after a custom record page is created in Lightning Experience before it becomes available to any user?
It must be Activated
What has to be done to a field that is restored?
It needs to be manually added back to page layouts, marked as Required/Unique
What is the benefit of setting fields as unique?
It prevents duplicate field values
To what 2 Objects can Campaign Member object be related to?
Lead or Contact
For what 2 objects is Path available in all versions of the Salesforce app?
Leads and Opportunities
What does Salesforce do to prevent records from being accidentally deleted?
Salesforce disables cascade-delete by default.
In which relationship do the records inherit the security and sharing settings of the parent record?
Master-detail relationship
What are Merge fields? Give an example.
Merge fields can reference fields in related objects. For example, custom formula field on contact can reference a field on account.
What does the Multi-select picklist allow, as opposed to the Standard picklist?
Multi-select picklist allows multiple values to be selected
How many record types can be created?
Multiple record types can be created.
Can a Standard field be deleted?
No
Can access to a record be removed using Process Builder and Flow?
No
Can the Admin set permissions on the Detail record independently in a Master-Detail relationship?
No
Is Custom Validation performed before System Validation?
No
Is it possible to specify custom criteria in a record type to make different records visible to users?
No
Is a Master-detail relationship a one-to-one relationship?
No, a One-to-many relationship
Is a Lead a part of an Account in Salesforce? Explain.
No. A Lead is a separate entity in Salesforce that is converted to an Account, Contact, and Opportunity once that Lead is qualified.
What is the benefit of setting a default record type?
Not to be prompted to select a record type when creating a new record
What connects all the data within an org?
Object relationships.
In its appropriate relationship, what object is Roll-Up Summary field defined on?
On the Master object of the Master-detail relationship
What type of relationship are Roll-Up summary fields based on?
On the Master-detail relationship
Where is the Master-Detail relationship field required?
On the page layout of the detail and sub-Detail records.
When is Record ID generated?
Once an object is created in Salesforce
What holds true about assigning a record type to a user via a Permission set?
Only custom record types can be assigned to a user via a Permission set.
Who can take ownership and accept records from a queue?
Only members of that queue
For what 1 Standard field can Field Label not be changed?
Opportunity Probability field
What is Opportunity Product (Opportunity Line Item)?
Opportunity Product (Opportunity Line Item) is a junction object of Price Book and Opportunity Product. Price Book of all Opportunity Products and the Opportunity will always be the same.
What can be used to add new sections and fields to a page layout?
Page Layout Editor
Where can page layout assignments be specified, and where can they not be specified?
Page layout assignments are specified in Profiles only - they are not available in Permission Sets.
What is the purpose of page layouts, and what 7 elements do they manage the layout and organization of?
Page layouts control the layout and organization of fields, buttons, links, publisher actions, report charts, visualforce, and related lists.
What can be used to associate one work order with another work order?
Parent Work Order
What happens if a record meets multiple assignment rule criteria?
Salesforce evaluates the rules according to the rule order and stops when a record meets the criteria
What can Process Builder and Flow be used for in regards to data access?
Process Builder and Flow are automation tools that can only be used to grant additional access to a user or a group using a Share Object based on custom criteria.
What is a Record ID field?
Record ID field is a globally unique read-only system type field assigned to every object in Salesforce.
What is the relationship between Record Types and Profiles?
Record Types can be assigned to Profiles, but they do not control Profiles.
What is the purpose of record types?
Record types allow defining different picklist values, page layouts, and business processes on standard and custom objects for different profiles.
What are 2 ways records can be placed in a queue, and which way is more common?
Records can be placed in a queue either manually or by an automated assignment rule. They are more often placed in a queue using an automated assignment rule based on criteria
What can be used to define relationships between objects?
Relationship fields
What are relationships used for in Salesforce?
Relationships are used to link objects with each other, so that when users view records, they can also see related data.
When adding a restored field back to page layouts, what should it be marked as?
Required/Unique
Does Salesforce come with any apps? If so, what type of apps are they? List 3 examples.
Salesforce comes with standard apps, such as Sales, Service, and Marketing
What is Schema Builder, and what is it useful for?
Schema builder is a tool that allows users to visualize and edit the data model. Schema builder is useful for designing and understanding complex data models.
What can be used in page layouts to organize fields on the page?
Sections
What can the Admin do to have Salesforce treat "abc" and "ABC" as two different values?
Set Text field to be case-sensitive
Where can the Admin navigate to enable field history tracking for custom objects?
Setup | Object Manager | select necessary custom object | Edit | Track Field History checkbox | Save | Fields & Relationships | Set History Tracking | select fields to track
How to navigate to enable the Allow Reparenting option for Master-Detail relationship?
Setup | Object Manager | select necessary object | Fields & Relationships | New | Data Type section | Master-Detail Relationships option | Next | Related To | Next | Allow Parenting checkbox
Where to navigate to create a formula in Formula Editor?
Setup | Object Manager | select necessary object | Fields & Relationships | New | Formula data type | fill out Field Label and Formula Return Type
Where to navigate to create a Master-Detail relationship?
Setup | Object Manager | select necessary object | Fields & Relationships | New | Master-Detail Relationships option
Where to navigate to create a Summary Roll-Up field on an Object?
Setup | Object Manager | select necessary object | Fields & Relationships | New | Roll-Up Summary option
Where to navigate to customize a Standard field?
Setup | Object Manager | select necessary object | Fields & Relationships | select necessary field label
Where to navigate to create a Path?
Setup | Path Settings
Where to navigate to view a list of business processes?
Setup | Processes | select appropriate link
How do objects become a part of a larger data model?
Standard objects become a part of a larger data model through different relationships that connect all data within an org
What are the 3 methods in which Standard objects can be customized?
Standard objects can be customized by... 1. Adding fields 2. Changing page layouts 3. Creating relationships to other objects.
What holds true in regards to visibility level of Standard objects to users, and in regards to removing Standard objects from Salesforce?
Standard objects can be hidden from users, but they cannot be deleted.
What holds true in the context of picklists when Standard picklist fields are involved?
Standard picklist fields can be controlling fields, but not dependent fields.
What can users be provided with at each step of the Path?
Step-specific guidance, such as tips, links, and company policy information
What happens when a field is set as Required?
That field will require a value in the field before saving
What can be done to a field if it is no longer required?
That fields can be deleted
What happens to a picklist field if it's values come from a Global Value Set?
That picklist field becomes restricted.
What does the Admin have to enable to manually calculate the Roll-Up Summary field?
The "Force Mass Recalculation of this Field" option
It is possible to create an Opportunity without specifying an Account record. What happens to the relationship between the 2 if that's the case?
The 2 engage in a Master-Detail relationship, because deleting an Account record deletes all the related Opportunities.
By default, records cannot be reparented in Master-Detail relationships. What can the Admin do, and in what objects, if he needs to reparent certain detail records?
The Admin can allow child records in Master-Detail relationships on custom objects to be reparented to different parent records by selecting the Allow Reparenting option in the Master-Detail relationship definition.
What must be configured at the time of creating a custom object?
The Name field. It is a standard field that is added to custom objects to identify records. It can be Text or Auto-Number
What holds true about the Owner field on the Detail and Sub-Detail records in a Master-Detail relationship?
The Owner field on the Detail and Sub-Detail records is not available and is automatically set to the owner of the Master record.
What holds true about the Related To entry when setting up a Master-Detail relationship?
The Related To entry cannot be changed after the relationship is saved.
In a Master-detail relationship between a Standard and a Custom object, which object must be the parent?
The Standard object
Which type of custom field can be created to store information about the preferred contact hours of a customer?
The Time field
What happens to data contained in the custom field when that custom field gets deleted?
The data contained in that field will also be deleted.
What is a mini page layout?
The mini page layout controls the fields that are displayed when hovering over a record.
What does the record type assignment specify?
The record type assignment specified that the user can use that record type when creating or editing a record.
What happens when multiple record types are available for a user?
The record type can be defaulted at the user level.
What is the benefit of defaulting a record type at the user level when multiple record types are available for a user? Where can that be set?
The user will not be prompted to select a record type when creating a new record. This can be set at the user's personal settings.
What happens when multiple record types are available on the user's profile?
They will be prompted when creating a new record
What can choosing the "Delete this record also" option in a scenario when lookup field is optional result in?
This can result in a cascade-delete.
What is the use case for the "Don't allow deletion of the lookup record that's a part of a Lookup relationship" in the scenario when the lookup field is optional?
This option restricts the lookup record from being deleted if there are any dependencies, such as a workflow rule, built on the relationship.
Through what can merge fields be referenced?
Through relationships
What does a Lead process allow?
To create different Lead processes that include some or all of the picklist values available in the Lead Status field
What does a Sales process allow?
To create different sales processes that include some or all picklist values available for the Stage field
What does a Solution process allow?
To create different solution processes that include some or all picklist values available for the Status field
What does a Support process allow?
To create different support processes that include some or all picklist values available for the case Status field
What is the purpose of key fields in a Path?
To focus users on the most critical information
To what organizations are a Person Accounts applicable?
To organizations that operate on a B2C model
What can a validation rule that uses the "PRIORVALUE" function be used for?
To prevent further changes to a record when the value of the "Status" field on the record is set to a specified value.
Why would the Admin create a Path?
To provide visual guidance for helping a user move through steps in a business process in Lightning Experience for custom and certain standard objects
What is the purpose of a Cross Object Formula field?
To reference fields from up to 10 levels away
What are custom fields created for on Standard and Custom objects?
To store additional data fields on those objects
What is the benefit of customizing Time fields?
To track time that is not specific to a single date, such as contact hours.
What does the "Track Field History" potion enable for a custom object? How many fields can be tracked on a custom object? What must the Admin remember to do when enabling "Track Field History"?
Track Field History allows the selection of fields for tracking field history on a record related list. For custom objects, up to 20 fields may be chosen to track. The Admin must also include Field History Tracking Related List to the object's page layouts.
Can a Lookup relationship be made both required and optional for saving a record?
Yes
What is the difference in how many custom objects can be created in different Salesforce editions? List the number and editions.
Up to 200 custom objects can be created in Enterprise edition Up to 2,000 custom objects can be created in Unlimited and Performance editions.
How many external IDs are allowed on one object?
Up to 25 external IDs.
Up to how many key fields can the Admin display to focus users on the most critical information in a Path?
Up to 5 key fields
What happens when a Permission set specifies a custom record type?
Users assigned with that Permission set get the page layout that is specified for that record type within their profile.
What users can delete a public list view?
Users with the "Manage Public List Views" permission
Using what type of object are many-to-many relationships implemented?
Using a junction object
Can a Master-Detail relationship exist between any custom objects?
Yes
Can a default record type be changed?
Yes
What holds true about web tabs?
Web tabs will embed a web page within a Salesforce tab
When is it useful to use a Lookup relationship?
When 2 objects work as stand-alone objects that have their own tabs and are only related in some cases.
When creating a custom object, what must also be created, and why?
When creating a custom object, a new tab must be created to be able to create records via the user interface.
When does it make sense to use Auto-Number for a record name?
When it makes sense to have auto-generated sequential record number
What should the Admin do to a lookup field when an object used by that field gets deleted?
When the Admin deletes an object used by a lookup field, he should delete the field, too.
In what case is it not possible to delete an object or record in a Lookup relationship?
When the combined number of records between the 2 linked objects is more than 100,000
In what case can a Custom object not be on the Master side of the Master-Detail relationship?
When this relationship involves a Standard object
What are Work Order Line Items used for?
Work Order Line Items are used to track details of tasks to be performed and rollup pricing for the line items.
What are work orders used for?
Work orders are used to track repairs and maintenance on products.
Are Global Picklists always restricted?
Yes
What is important to remember in regards to Lookup relationships involving Campaign Manager object ?
You cannot create a Lookup relationship from an object relate to the Campaign Member object. However, you can create a Lookup relationship from a Campaign Member object related to other objects.
United Technology's administrator is asked what a Case is by the VP of Service and Support. Which of the following defines a Case in Salesforce? Choose 1 answer. A. A marketing project that is tracked and managed in Salesforce B. Detailed description of a customer issue and resolution of the issue C. Description of a customer feedback, problem or question D. A sales deal that is tracked and managed in Salesforce's
✅ Case is a customer's feedback, problem, or question ✅ Solution is a detailed description of the issue and resolution ✅ Opportunity is a Sales deal that is tracked and managed in Salesforce ✅ Campaign is a marketing project tracked and managed in Salesforce