8. Business Logic

Question 1

What is a Formula Field?

Answer 1

A formula field is a read-only field that derives its value from other fields or a formula you define.

NOTE: a formula field is calculated each time a user views a record or report but runs in system context. It is never saved.

Question 2

What is a Cross-Object Formula?

Answer 2

Formula that involves at least one field from a parent object.

You can create a cross-object formula on a child object up to 10 relationships away.

Question 3

What is a Roll-Up Summary Field?

Answer 3

Roll up summary field is a field on a master object that is used to calculate the sum of a fields in the child object record

It is recalculated whenever any referenced detail record is saved or deleted and the new value will be saved in the DB (UNLIKE formula).

How it works (Slide - 234):

1. Select the detail object to summarize.
2. Set the roll-up to count, sum, min, or max
3. Determine which records to include in the calculation

Question 4

What are some commonly used Functions?

Answer 4

• IF(logical_test, value_if_true, value_if_false)
• CASE(expression, value1, result1, value2, result2,…,else_result)
• IMAGE(image_url, alternate_text [, height, width])