Business Logic and Process Automation I Flashcards
Which operator would need to be used to connect two or more strings in a formula field?
& (Concatenate)
Which data types can be returned by a formula field in Salesforce?
A formula field can return text, number, currency, checkbox, percent, date, date/time, or time.
What functions are available for roll-up summary fields?
Count, Sum, Max, Min
What types of functions can be utilized in a formula field?
Date & Time, Logical, Math, Text, and Advanced
What are some limitations of roll-up summary fields?
There is a max number of roll-up summary fields per object (25). They do not work for lookup relationships. They cannot roll-up a formula field that references a field on another object or contains a dynamic date function.
What is the object requirement for roll-up summary fields?
The object must be on the master side of a master-detail relationship between two objects. Some standard relationships such as Account and Opportunity are also supported.
When do validation rules stop a record from saving?
When the formula or expression defined equals True
What can the REGEX function do?
It can be used to specify a format that a field should be entered in. For example, REGEX(Social_Security_Number__c , [0-9]{3}-[0-9]{2}-[0-9]{4}) specifies that the field should be in the Social Security Number format.
Where can an error message associated with a validation rule appear?
On top of the page or next to a field
Which formula field function can be used to return the conversion rate to the corporate currency for a given currency ISO code?
CURRENCYRATE
Which formula would need to be defined in a formula field to add 6 months to a custom field named ‘Contract_Start_Date__c’?
ADDMONTHS(Contract_Start_Date__c, 6)