Associate Cert - Data Model Flashcards
You require a field on the opportunity object to be required on every opportunity record. What is the most appropriate way to make the field mandatory?
Universally Required
Data about an individual Company, Contact, or Opportunity is stored in what?
Record
These fields are indicated by a little red asterisk on the page when a user is editing or creating a record:
Universally Required
A field can be made mandatory in what three ways?
Universally Required,
Required at Page Level,
Validation Rule
A _______ can make a field required when it meets certain criteria.
Validation Rule
A Validation Rule can make a field required when it meets certain criteria.
Your Salesforce org has different page layouts for accounts: one for customers and one for competitors. You would like the annual revenue field to be required for customers only. What is the most appropriate way to make the field mandatory… Universally Required, Required at Page Level, or Validation Rule?
Required at Page Level
_______ could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.
Field dependencies
Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.
There are two ways to increase data visibility via roles, essentially superseding (pushing past) the organization-wide default:
- The role hierarchy
- Settings on the role
What are the four ways of granting access to records?
- Organization-wide default
- Role Hierarchy
- Sharing rules
- Manual sharing
Old RHinos ShaRe MuSh
_______ defines the default level of access and should always be your most restrictive use-case.
Organization-wide default (OWD) defines the default level of access and should always be your most restrictive use-case.
The _______ extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinates records.
role hierarchy
The role hierarchy extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinates records.
_______ can be created to grant additional record access to certain users or groups of users.
Sharing rules
Sharing rules can be created to grant additional record access to certain users or groups of users.
_______ allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one off.
Manual sharing
Manual sharing allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one off.
If even a single user in the Org should not have visibility of some records, the OWD for that object should be _______.
Private
If even a single user in the Org should not have visibility of some records, the OWD for that object should be Private.
Which feature sets the base level of access to an object’s records?
Organization-Wide Defaults
_______ determines when a session will time out after a period of inactivity
Session Settings
Session Settings determines when a session will time out after a period of inactivity.
_______ determines how often passwords expire or the minimum password length.
Password Policies
Password Policies – determines how often passwords expire or the minimum password length.
_______ control what a user can do in Salesforce. _______ and _______ control what a user can see
Profiles control what a user can do in Salesforce. Roles and Organization-Wide Defaults control what a user can see
Profiles control these 4 abilities…
C = create
R = read
E = edit
D = delete
Where would you adjust the Login IP Ranges?
under that specific PROFILE
_______ can be used to facilitate sharing and collaboration, by granting Salesforce users Read or Read/Write permission to an Account, its related Opportunities and related Cases.
Account Teams
Account Teams can be used to facilitate sharing and collaboration, by granting Salesforce users Read or Read/Write permission to an Account, its related Opportunities and related Cases.
What feature of Salesforce would allow you to create relationships between Accounts?
Account Hierarchies
_______ enable you to relate Accounts to each other in a hierarchical order.
Account hierarchies
Account hierarchies enable you to relate Accounts to each other in a hierarchical order.
Users can create a hierarchy by completing the _______ field on the Account record.
Parent Account
Users can create a hierarchy by completing the Parent Account field on the Account record.
If an additional permission is only for a single user, there is no need to _______ and it would be more efficient to _______.
create another custom profile, create a permission set
If an additional permission is only for a single user, there is no need to create another custom profile and it would be more efficient to create a permission set.
What sort of object is required for a Many-to-Many relationship?
Junction Object
How would you create a Junction Object?
They are created using a custom object and then relating two other objects via two Master-Detail Relationships.
Accounts and Contacts have a _______ Relationship.
Lookup Relationship
Accounts and Contacts have a Lookup Relationship!
Accounts and Contacts have a Lookup Relationship! However, these standard objects do behave in a similar way to those with a Master-Detail Relationship since the record access for Contact can be set to _______.
‘Controlled by Parent’
Accounts and Contacts have a Lookup Relationship! However, these standard objects do behave in a similar way to those with a Master-Detail Relationship since the record access for Contact can be set to ‘Controlled by Parent’.
How many Master-Detail relationships can an object have?
two
An object can have TWO Master-Detail relationships.
A _______ can be used to share and restrict values across objects and custom picklist fields.
global value set
A global value set can be used to share and restrict values across objects and custom picklist fields.
A _______ field is a field that aggregates child record information into the parent record.
Roll-Up Summary
A Roll-Up Summary field is a field that aggregates child record information into the parent record.
_______ allow you to bundle Permissions together, simplifying permission set management.
Permission Set Groups
Permission Set Groups allow you to bundle Permissions together, simplifying permission set management.
A _______ allows a user to link the current record to another record in Salesforce.
A Lookup allows a user to link the current record to another record in Salesforce.
What type of relationship is required to support roll-up summary fields?
Master-Detail
Rollup-Summary fields are only available for the _______.
the parent object in a Master-Detail relationship
Rollup-Summary fields are only available for the parent object in a Master-Detail relationship.
Sales users must enter a Closed Lost Reason when the Opportunity stage is changed to “Closed Lost”. How could you enforce this?
Validation Rule (not filed dependent or req field)
Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason _______.
required
Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.
A Roll-Up Summary field is one that aggregates data from a _______ to a _______ that shares a Master-Detail relationship.
child object to a parent object
A Roll-Up Summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship.
What can optionally be created when converting a Lead?
Opportunity
An Opportunity can optionally be created when converting a Lead.
We can create a _______ field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.
Roll-Up Summary
We can create a Roll-Up Summary field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.
