Formula and validations Flashcards
How can you create a custom formula field and use the formula editor
setup>object manager>pick object>fields and relationships>formula
Why are formula fields so useful?
You can use them to calculate values using fields in a record.
Outline at least one use case for formula fields
calculating amount of days b/w closed date and current date
what is a roll-up summary field
calculates values from a set of related records such as those in a related list
how do you create a roll-up summary field and enable field level security
setup>object manager>account>fields and relationships>roll-up summary>give access to people you want
2 use cases for validation rules
don’t want a certain field to be left blank
want to make sure the value is a certain amount of characters long
list the elements of a validation rule
label, formula, error message
How do you create a validation rule
setup>object manager>object>validation rules>label, formula, error message.
what is a validation rule
verifies that the data entered by users in records meet the standards you specify before they can save it