2. Object Fields Relationship Flashcards

1
Q

What is an Object on the Salesforce Platform?

A

Objects are analogous to database tables (records), but also include page layout (customize layout) and validation layer (enforces consistency)

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2
Q

What are records on the Salesforce Platform?

A

They are analogous to instances of the object (columns)

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3
Q

What are the types of objects on the lightning platform?

A

Standard Objects: objects provided for you out of the box
They come with a predefined set of standard fields

Custom Objects: created by you to extend the data model

System Objects: keep track of things going on other the hood such as who has access to what record, which instance of the object,

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4
Q

What is the Salesforce Data Model?

A

architectural structure used for storing data in an application that includes:

  1. standard objects
  2. standard relationship between those objects (one-to-many, one-to-one, many-to-many)
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5
Q

What is the most important field we have in our objects?

A

Most important field is the standard record id field which we get on every object whether standard or custom.

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6
Q

What is the Salesforce ID?

A

It is a primary key that uniquely identifies each record. It comes in two forms 15 and 18 character.

  • 15-character is case sensitive
  • 18-character is case insensitive
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7
Q

What has 15 char ID what has 18 char ID?

A

URL, List View, SOAP API, APEX, Visualforce: 18 character

Report, Formula: 15 character

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8
Q

What is the role of the standard field “name”?

A

It gives a short description to identify a record’s content (text or auto-num)

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9
Q

What is the role of the standard field “owner”?

A

Refers to the user or queue of a specific record. The owner is granted additional privileges (access)

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10
Q

What is the role of the standard field “Created/Last Modified/Date”?

A

Created By or Last Modified By - references the user

Crated Date or Last Modified Date - is the date/time record

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11
Q

What is the difference between field labels and names?

A

The system will automatically create the name of the label once you give a value to the name. It will be the name of the name with ”__c” attached to the end of it.

Additionally, labels cannot have any white spaces so any white spaces in the name will be replaced with “_” (underscores).

ex. Sales Force -> Sales_Force__c

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12
Q

What are some of the field types?

A

Numeric Data Types

Checkbox/picklist

Formatted text data types (email, phone number, URL)

Calendar Data Types - Date or Time

Text Data Types - Text, Text Area,
Encrypted

Calculation Data Types - Auto Number, Formula, Roll-Up Summary

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13
Q

What are some field attributes?

A

Description - description of the field

Help Text - text displayed when user hover over info icon

Required - checkbox that requires a value in order to save record

Unique - checkbox that enforce uniqueness across records

External ID - checkbox that indicates that the field is a key from an external system

Default Value - value used to pre-populate field data

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14
Q

What is field dependency?

A

The values in the dependent picklist will vary based on the value of the controlling field.
“controlling picklist” + “dependent picklist” or “checkbox” + “dependent picklist”

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15
Q

What are Global picklists?

A

Global picklist are picklists that can be used for various picklists. Not only does this increase reusability, but also enforces consistency and scalability.

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16
Q

What is the difference between Primary Key and Foreign Key?

A

PK is unique and required

FK points to the primary key in the parent table (links one table to another)

17
Q

What is a Master-Detail Relationship?

A

Access to a detail is inherited from the master record. Detail side must be a custom object.

Cascading delete

Access to the detail record is inherited based on access to the master record (includes ownership -> the owner of the master record is automatically the owner of the detail record)

Limitations - can’t be created on standard objects, no more than two master-detail relationship fields on a custom object, no more than three consecutive master-detail-relationship)

Roll-up summaries -

18
Q

What is a Lookup Relationship?

A

Child record and parent record have independent sharing.

Child still exists even if parent is deleted.

19
Q

What is the difference between Master-Detail and Lookup relationship field?

A
20
Q

What are the functions of lookup filters?

A

Allows us to specify specific characteristics of parent records that are required for them to be available to use as parents for our particular child record.

21
Q

What is a self relationship?

A

A self relationship is when you use a lookup relationship to relate to itself

Example: we have a field on account which is parent account that allows us to choose any account for being a parent account of an existing one.

22
Q

What is a hierarchy relationship?

A

Relationship between User object and itself.

In Salesforce, only a user object has this type of relationship where we can create a hierarchy of users in the organization. For example, a user can have his manager, and his manager may have a senior manager, and so on till the CEO or CIO level.

23
Q

What is a junction object?

A

It is a custom child object with two master detail-relationship.

It allows you to model a “many-to-many” relationship between two objects.

24
Q

What is an external object?

A

Similar to custom object but maps to external DB’s. Data outside of Salesforce is accessed via Salesforce Connect.

25
Q

What is Salesforce Connect?

A

Data integration tool that connects external data and gives it native platform ability inside Salesforce.

26
Q

Benefits of Salesforce Connect

A

Data accessed in real time (not stored or copy into salesforce)

Data is always fresh

You can create a related list with external data

27
Q

What are the two types of external object relationship?

A

Indirect lookup relationships

External lookup relationships

28
Q

What is a indirect lookup relationship?

A

An indirect lookup relationship allows us to link an external object to a standard or custom object.

29
Q

What is a external lookup relationship?

A

External lookup relationship allows us to link an external object to a parent external object whose data is stored in an external data source.

In other words, it allows us to link two external objects.

30
Q

What is a schema builder?

A

It is a graphical tool that lets you use drag and drop to view, create and modify objects, fields, and relationships.