MB2-716 Flashcards
What are the main components of a solution?
- Schema
- Templates
- UI
- Misc
- Processes/Steps/Code
Is the default solution managed or unmanaged?
Unmanaged
What are general characteristics of managed solutions?
- Cannot be modified directly
- Becomes managed after being exported as managed and installed in to another org
- Cannot be exported
- When removed, all component items are removed
What are the differences in importing and removing managed vs. unamanged solutions?
Unmanaged is like a container, so changes remain when you remove it
Managed is like an application, so it removes the components
Importing an unmanaged solution always overwrites
When importing managed, can opt to maintain or overwrite any unmanaged changes
What are the types of entities?
System
Custom
Activity
What is a system entity?
- Built in and created when system is deployed
- Some cannot be modified
- Cannot be deleted and cannot be locked down by a managed solution
What are the entity properties?
- Entity name, which cannot be changed
- Prefixed with publisher
- Ownership cannot be changed once set
- Can enable/disable ISH
- Primary field, name can be changed
- Can be defined as activity
- Additional include queue, data services, etc.
What 3 things become read only after creating an entity?
Name, ownership and activity entity definition
What are the 3 field types?
Simple, calculated and rollup
Once a field is defined as calculated, can you change it to simple?
No
How many rollup fields can you have per entity?
10
What 3 levels can field security apply at?
- Entity - managed through security profiles
- Record - enabled by sharing specific records
- Field - controlled by using field security profiles
What are the 4 relationship behaviors?
- Parental - what happens to the parent will cascade down
- Referential - Changes are not cascaded down
- Referential Restrict Delete - cannot delete parent if it still has children
- Configurable Cascading - allows to manually set logic
What does cascade all mean?
Performing the action on all of the child records
What does cascade active do?
Perform the action only on active child records
What does cascade user owned do?
Performs the action on all child records owned by that user
What does cascade none do?
Does nothing to child records
What does remove link do?
Removes the link
What does restrict do?
Applies to delete, which is not allowed if there are other entity instances that reference the ID of the entity being deleted.
How many tabs can a form have?
3
How many columns can a section have?
4
What is a sub-grid?
- Displays data from other records on a form
- Usually related records, but can be unrelated
- Shows data as a list or chart but not both
How do access teams work?
A user will add other users to an access team using a sub-grid to grant them access to a record. Records are shared with the access team and not individual users. The user adding new access team members to a record need to have share privileges.
What are the options for business rule scope?
- Single Form
- All forms
- Entity
Are business rules triggered when a form is saved?
Yes
What are the 3 kinds of views?
System
Public
Personal
What is a public view?
- Available for all users for viewing list of records
- Cannot be deleted, but can be renamed/customized or deactivated
Describe the differences between system and personal charts?
- Personal are not included in solutions
- Personal cannot be included in system dashboards
- System available to all users, personal can be shared with users or teams
Describe the root business unit
- Cannot be deleted
- Created when organization is deployed
- Same name as the organization
- Cannot be moved to have a parent
- Can be renamed