Data Modeling pdf Flashcards
What is a Junction object?
- A Many-to-Many Relationship created with two
Master-Detail Relationships
- An object type to Connect external web services
- A Many-t0-Many Relationship created with two Lookup Relationships
- A standard object
A Many-to-Many Relationship created with two
Master-Detail Relationships
Ava, the Salesforce Admin at Cloudy Computing, is explaining
some of the considerations around Master-Detail
Relationships. She understands the importance Of best
practices and advises her Manager that they should not
exceed a certain number of child records for a Master-Dr
Relationship. According to Salesforce, you should avoid
exceeding how many child records?
1000
10,000
100,000
50,000
10000
What are some considerations of using Data Loader to
export data for backup purposes? (Choose 3)
- One CSV. file is generated for all objects
- ‘Export’ does not include records in the recycle
- One CSV. file is generated per object
- ‘Export All’ includes records in the recycle bin
- It does not support exporting from sandboxes
- ‘Export’ does not include records in the recycle
- One CSV. file is generated per object
- ‘Export All’ includes records in the recycle bin
What are 3 ways Salesforce enables you to export data fr
backup purposes? (Choose 3)
- Reports
- Dashboards
- Data Export Service
- Data Loader
- Data Import Wizard
- Reports
- Data Export Service
- Data Loader
There are 3 main ways to export data for backup purposes:
Reports, Data Loader and Data Export Service.
Reports can be generated and the ‘Export’ option used to
export data into a spreadsheet. A better way to export data
for backup purposes is to use the export function of Data
Loader or use the Data Export service in Salesforce.
The Data Export Service and Data Loader can both be used
to automate data exports.
Cloudy Computing often sends customers several different
prices during the Opportunity process. They would like a way
to track what pricing was offered. What functionality in
Salesforce could support this requirement?
- Quotes
- Campaigns
- Orders
- Opportunities
Quotes
A Salesforce Administrator can enable the native Quotes
functionality in Salesforce.
Quotes can be generated from an Opportunity and its
related Products. A Quote can be configured to display
certain fields, including ‘Account Name’, ‘Amount’ and
‘Discount’. Each Opportunity can have multiple associated
Quotes, but only one can be synced with an Opportunity at
any time. When a Quote and an Opportunity are synced, am
change to line items in the Quote syncs with Products on th
Opportunity, and vice versa. Quotes can be generated as
PDFs and emailed directly to customers from Salesforce.
What can’t you do when using the Schema Builder?
- Delete Objects
- Delete Fields
- Create Standard Objects
- Create Custom Objects
- Create Fields
Create Standard Objects
Which Relationship in Salesforce may only be used on the User object?
- Many-to-Many Relationship
- Self Relationship
- External Relationship
- Hierarchical Relationship
Hierarchical Relationship
Cloudy Computing has three custom objects as part of their Recruitment App. These objects are Job, Candidate and
Application. Application is a Junction object and has a Master-Detail Relationship with Job and Candidate. If a User
does not have ‘Read’ access to the Job object via their Profile, are they able to view Application records?
- The User Will not have Read access to
Application records
- The User Will have Read access to Application
records
- The User Will not have Read access to
Application records
For users to be able to see Application records, they would need to be granted a minimum of Read access via their profile. When you select Read access against Applications, it Will automatically select Read access on Job and Candidate because of the Master-Detail Relationships.
If you remove Read access from Job or Candidate, it Will automatically remove Read access from Applications too!
When creating fields using the Schema Builder, what do you
need to consider?
- Fields created via Schema Builder are
automatically added to page layouts
- Fields created via Schema Builder are not
automatically added to page layouts
- Lookup Relationships cannot be created via
Schema Builder
- Master-Detail Relationships cannot be created
via Schema Builder
Fields created via Schema Builder are not
automatically added to page layouts
Users at Cloudy Computing need to verify credit card details using the last four digits of the card, however, the rest of the card number should not be visible to them. How could you set this up? (Choose 2)
- Use a Text Area field
- Use a Text (Encrypted) field
- Use Mask Type ‘First Four Characters Clear’
- Use Mask Type ‘Mask All Characters’
- Use Mask Type ‘Last Four Characters Clear’
- Use a Text (Encrypted) field
- Use Mask Type ‘Last Four Characters Clear’
What are some best practices when importing data? (Choose 2)
- Backup any existing data
- Save your data as a Microsoft Excel document (.XLSX)
- Import a test batch
- Assign all records to a single owner
- Backup any existing data
- Import a test batch
Cloudy Computing would like to create a relationship between
Salesforce and their external ERP system. The ERP system
should be the child in the relationship. Which type of relationship would be suitable?
- Self Relationship
- Indirect Lookup Relationship
- External Lookup Relationship
- Hierarchical Relationship
Indirect Lookup Relationship
An Indirect Lookup Relationship allows a relationship to be formed between a parent Salesforce object and a child external object.
Which of the following is an example of a standard Junction
object?
- Campaign Member
- Contact
- Lead
- Campaign
Campaign Member
A Campaign Member is a perfect example of a Junction
object. Campaign Members allows you to connect multiple
Leads and Contacts to many different Campaigns.
How often can the Data Export Service be runa (Choose 2)
- Every 3 days
- Every day
- Every 7 days
- Every 29 days
- Every 14 days
- Every 7 days
- Every 29 days
What is TRUE about relating a Contact to multiple Accounts?
(Choose 3)
- Each Contact requires a primary Account
- The primary Account is linked via the Account
Name field
- The relationship between a Contact and its
a primary Account is a direct relationship
- The relationships between a Contact and its
non-primary Accounts are direct relationships
- Each Contact requires a primary Account
- The primary Account is linked via the Account
Name field - The relationship between a Contact and its
a primary Account is a direct relationship
Even with Contacts to Multiple Account enabled, a Contact
must still be related to a primary Account via the ‘Account
Name’ field on the Contact record.
The relationship between a Contact and its primary Account
is a direct relationship. Any secondary relationships to
other Accounts are indirect relationships.
When deciding whether or not to implement Person Accounts, what are some important considerations? (Choose 3)
- Once enabled this feature cannot be disabled
- Person Accounts can use more storage than
Contacts and Accounts
- Person Accounts cannot be added to Campaign
- Leads that have a value in the Company field are converted into Person Accounts
- When a Person Account is created or edited, all Account automation is initiated
- Once enabled this feature cannot be disabled
- Person Accounts can use more storage than
Contacts and Accounts - When a Person Account is created or edited, all Account automation is initiated
Person Accounts are not suitable for all businesses and there are severa’ considerations to review before enabling this feature — it’s important to remember that once enabled, this feature cannot be turned off.
Person Accounts are estimated to require around 4KB or storage which is the same as a Contact (2KB) and Account (2KB) combined.
When you create a Person Account, any Account automation Will be triggered such as Workflows, Process Builder and Flow.
Person Accounts can use much of the same functionality as Contacts and Accounts, this includes the ability to be added
to Campaigns.
Leads with NO value in the Company field are converted into Person Accounts. If there isa value in the Company field,
the Lead Will be converted into a Contact and Account.
Cloudy Computing is attending a trade show and would like to record the details of the people they meet at the event. They want to qualify these people before following up. They would also like to record that they met at a trade show and which specific trade show they met at. Which features of Salesforce could support this requirement? (Choose 2)
- Prospects
- Contacts
- Campaigns
- Leads
- Accounts
- Campaigns
- Leads
A Lead is an individual who may be interested in your
products or services. Leads may come to you, perhaps via
your website or an event, or you might be proactively Lead
sourcing.
You might wonder what you need the Lead object for if you
are going to convert Leads into Accounts, Contacts and
Opportunities anyway. Would it not be easier to work with
Accounts from the start?
While the above question is valid, the Lead object is there
for a reason: hosting your list of unqualified prospects and
separating them from qualified prospects that represent a
real sales opportunity. If you added every prospect as an
Opportunity without first qualifying them, you would end up
with very depressing win ratios. This is because you’ll find
that the majority of Leads are not converted, and ifthey
were stored as Opportunities, you would have a lot more
closed lost deals than closed won deals.
Our requirement is also to track that the Lead came from a
trade show and Cloudy Computing needs to know which
trade show. For this, we can use a Campaign. We have the
‘Lead Source’ field on the Lead object, however that is only
suitable for recording that the Lead came from a trade show, not which one. We can use a Campaign to track which
specific trade show the Lead is attached to (depending on
your naming convention, the Campaign could be the name of
the trade show).
Prospects is not a Salesforce object.
Which of the following cannot have their Data Type changed? (Choose 2)
- Picklist
- Encrypted Field
- Formula
- Auto Number
- Text Area (Rich)
- Encrypted Field
- Formula
What types of relationships are available for External
objects? (Choose 3)
- Master-Detail Relationship
- Internal Lookup Relationship
- Indirect Lookup Relationship
- External Lookup Relationship
- Lookup Relationship
- Indirect Lookup Relationship
- External Lookup Relationship
- Lookup Relationship
External objects support Lookup Relationships, External
Lookup Relationships and Indirect Lookup Relationships.
Lookup Relationships: allow a relationship to be formed
between a parent standard or custom object and a child
external object. Uses the Salesforce record ID.
Indirect Lookup Relationships: allow a relationship to be
formed between a parent Salesforce object and an child
external object.
External Lookup Relationships: allow a relationship to
be formed between a child Salesforce object or external
object to a parent external object.
TRUE or FALSE Accounts and Contacts have a Master-Detail Relationship?
- True
- False
False
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’.
An Account may have multiple Contacts, and a Contact may
be related to multiple Accounts, if‘Contact to Multiple
Accounts’ is enabled.
Cloudy Computing has three custom objects. These objects are Job, Candidate and Application. Application is a Junction object and has a Master-Detail Relationship with Job and Candidate.
Application “App-0063” is related to the Job “Front-End Developer”, and related to Candidate “Claudine Garcia”. Andy, the Recruitment Manager, has just deleted the “Front-End Developer” Job record. What will happen to the Application record “App-0063” and Candidate record “Claudine Garcia”? (Choose 2)
- The Candidate record will not be deleted
- The Application record will be deleted
- The Candidate record will be deleted
- The Application record will not be deleted
- The Candidate record will not be deleted
- The Application record will be deleted
When the master object in a Master-Detail Relationship is
deleted,the child record will also be deleted. This concept
can seem confusing in relation to Junction objects as they
have two Master-Detail Relationships. Even though one of
the Master-Detail records still exists in our example, the
child Junction record will be deleted, even if only one parent
record is deleted.
Cloudy Computing has multiple different Record Types for Accounts. Users are complaining that it is tedious having to select a Record Type each time they create an Opportunity.
As the Salesforce Administrator, what could you recommend?
- Users can set their default Record Type in
Settings
- The Administrator can set the default Record
Type at Role level
- No default Record Type can be chosen
- The Administrator can set the default Record
Type at Profile level
- Users can set their default Record Type in
Settings
Although the Salesforce Administrator can set a default
Record Type at Profile level, if more than one Record Type is
active, the default will simply be selected but the user will
still see the Record Type selection screen.
We can reduce the navigation by skipping the Record Type
selection screen (less clicks = happier users!). We can do
this by advising users that they can set their default Record
Type in Settings. Once they select their default Record Type,
when creating a record they will no longer see the Record
Type selection screen.
Cloudy Computing uses Sales Cloud and is planning quarterly marketing initiatives and would like to track invites, responses, as well as estimated and actual costs. What feature of Salesforce Sales Cloud could be used?
- Campaigns
- Leads
- Marketing Cloud
- Pardot
- Custom Object
- Campaigns
Although both Pardot and Marketing Cloud are very useful
for managing marketing activities, we know that Cloudy
Computing are using Sales Cloud. Sales Cloud comes with
native Campaign management which is perfect for tracking
events, trade shows, emails and so on. Campaigns can help
you track invitations sent, responses received, as well as
estimated budget and actual cost. Ultimately, Salesforce
Campaigns enable you to calculate event ROI by linking
together cost, pipeline and won revenue, all in Salesforce.
Cloudy Computing wants to track sales in Salesforce. They need a way to record deals, send multiple versions of pricing in a PDF format, as well as a way to track when products are dispatched or returned. Which native objects in Salesforce can support this requirement?
- Opportunities, Orders, Contracts
- Opportunities, Quotes Orders
- Opportunities, Quotes, Contracts
- Leads, Accounts, Opportunities
- Opportunities, Quotes Orders
For this scenario, we can use Opportunities, Quotes and
Orders.
Opportunities
An Opportunity record is used to track a sale. Opportunities
allow you to capture information about a deal such as the
customer (existing or new customer), when you anticipate
the deal closing and the sale value.
Quotes
A quote is the proposed products and pricing a company
provides to a potential customer. In Salesforce we can use
the Quote object and Quote records to manage quotes.
You can then generate a PDF version ofthe Quote/s and
email it directly from Salesforce to the customer. The PDFs
are stored against the Quote record, providing visibility of
what Quotes have been sent.
Orders
Once an Opportunity is won, an Order can be generated. An
Order is an agreement between the seller (company) and
the purchases (customer)to provide products or services
with an agreed quantity, price and date.
You might be asking yourself why use Orders? Why not just
stick with Opportunities? Well, it’s typically important to
preserve what was originally sold on an Opportunity. Orders
come with additional functionality, like the ability to track
returns. This means you can always refer back to the
original Opportunity to see what was sold vs what happened
after the sale such as cancellations or returns via Orders.
Similar to Opportunities and Quotes, you can select a Price
Book and add Products (Order Line Items).
Orders can be ‘activated’. You might use this to demonstrate
that an Order is ready to be dispatched or been shipped.
What field types support External IDs? (Choose 3)
- ID
- Number
- Email
- Text
- Phone
- Number
- Text
Cloudy Computing stores order information in an external system. They would like to be able to view order information in Salesforce with the external objects as the parent. What type of relationship would support this?
- Indirect Lookup Relationship
- Lookup Relationship
- Master-Detail Relationship
- External Lookup Relationship
- External Lookup Relationship
Cloudy Computing would like to create a field on the User record to display the user’s assistant. Both users will be Salesforce license holders. What type of relationship in Salesforce is needed for this?
- External Relationship
- Many-to-Many Relationship
- Hierarchical Relationship
- Self Relationship
- Hierarchical Relationship
A Hierarchical Relationship is a special Lookup Relationship
only available for the User object. It allows you to associate
one user to another, for example, a line manager or assistant.
Cloudy Computing have acquired a new company and are migrating them on to Salesforce. As part of this process, you have been asked to import over 100,000 records into Salesforce from their legacy CRM platform. Which tool should you use?
- Install an AppExchange App
- Data Loader
- Data Import Wizard
- Data Export Service
- Data Loader
The Data Import Wizard can only import 50,000, whereas
the Data Loader can import upto 5,000,000 and is therefore
suitable for this task.
What feature of Salesforce would allow you to ensure that only picklist values you define can be entered into a Picklist field, even if the field is being updated through the API?
- ‘Restrict Picklist to the values defined in the value set’ field setting
- Use first value as default value
- ‘Limit Picklist to the values defined in the value set’ field setting
- Use Global Value Set
- ‘Restrict Picklist to the values defined in the value set’ field setting
You can select ‘Restrict picklist to the values defined in the
value set’ on the field settings to prevent other values from
being entered.
‘Restrict picklist to the values defined in the value set’ will
also enforce correct picklist values when the field is being
updated through the API e.g. Data Loader. If you attempt to
import a record with a value that does not exist in the
picklist list of values, the record will fail to import.
There are multiple Record Types for Opportunities. As the Administrator, you have selected a default Opportunity Record Type for the Sales Team. What behavior is expected when a user clicks ‘New’ Opportunity?
- The Record Type selection screen displays all active record types available to the Sales Profile and the user must select the Record Type manually
- The Record Type selection screen displays all active Record Types available to all Profiles and the user must select the Record Type manually
- The Record Type selection screen displays all active Record Types but the default is pre-selected
- The Record Type selection screen is skipped
- The Record Type selection screen displays all active Record Types but the default is pre-selected
Cloudy Computing is running a marketing program to boost sales of their newest product called ‘Cloud Maps’. The marketing program is made up of multiple initiatives including a webinar, an email campaign and a telemarketing campaign.
As the Salesforce Administrator, what feature would you recommend that might be useful to link these Campaigns?
- Campaign Hierarchies
- Custom Lookup field
- Preface each Campaign Name with ‘Cloud Maps’
- Use the same Start and End Date for each
Campaign
Campaign Hierarchies
What are some benefits of using the Schema Builder to create objects and fields? (Choose 3)
- You can move objects around the canvas
- You can select the objects you wish to view via the Objects tab
- You can easily visualize objects and
relationships with other objects
- Fields created via Schema Builder are automatically added to page layouts
- Fields deleted via Schema Builder are hard deleted and cannot be retrieved
- You can move objects around the canvas
- You can select the objects you wish to view via the Objects tab
- You can easily visualize objects and
relationships with other objects
Cloudy Computing would like to reference their ERP system ID on Account records in Salesforce. The ERP should be searchable in Salesforce. What feature could support this?
- External ID field setting
- External ID field type
- Required field setting
- Unique ID field setting
External ID field setting
Number, Text and Email fields can utilize the ‘External ID’
field setting. The ‘External ID’ field can be used to reference
an ID from another, external system, such as an ERP. Fields
marked as ‘External ID’ are searchable within Salesforce.
What is the limit of External ID fields per object?
- 25
- 100
- 5
- 10
25
