Data Modeling Flashcards
A ____ ___ ____ and ____ must be unique for that object to avoid merge and display issues.
custom field name and label
For example, if you create a field label called Email and a standard field labeled Email already exists, the merge field may be unable to distinguish between them. Adding a character or a qualifier to the custom field name makes it unique. For example, Email2 or Email Lead
Where do you create customize fields
Setup, Object Manager
How do you update support plan information on an account?
App Launcher - Service - Accounts - Details
______ picklists help users enter accurate and consistent data. A ______ picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field.
dependent, dependent
_____ fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.
Controlling
How to create a dependency between fields
Setup, Object Manager tab, “choose your area”, Fields & Relationships, Field Dependencies, New
The field that drives filtering is called the “_____ field.”
controlling
The field that has its values filtered is called the “____ field.”
dependent
How to create a new support process
Setup, Home tab, support processes, new
____ values specific to a situation reduce your users’ frustration and improve accuracy over a generic bucket where a catch-all would be otherwise selected.
Picklist
How to add picklist Values
Setup, Object Manager, Case, Field & Relationships, Type
____ ___ define conditions that determine how leads or cases are processed.
Assignment rules
_____ rules automatically escalate a case when it meets the criteria you choose.
Escalation
main features of Salesforce Identity
Single sign-on Connected apps Social sign-on Multi-factor authentication My Domain Centralized user account management User provisioning App Launcher
___ is required for all users who log in to the Salesforce UI
MFA - Multi-Factor Authentication