Module 03 - Customizing Entities Flashcards
An entity defines what?
How data is stored for a specific type of record and the properties that describe where it appears in the UI and features enabled for use.
CRM is installed with more than how many system entities?
260, not all visible in the UI.
What are the two types of entities?
System entities and custom entities.
What are system entities?
Built into the system when an Organization is created.
What are custom entities?
Created via tools in UI, the SDK or importing a Solution that contains custom entities.
Roughly how many of the system entities can be customized in a new installation?
More than 90.
As a general rule, what kind of system entities cannot be customized?
The ones that provide built in system functionality.
Which system entities can be modified?
The entities intended to store data records.
In which cases are custom entities may have customizable features restricted?
When they are imported with a managed solution and have managed properties.
Customizable entities means what?
All customizable system entities and custom entities.
What can you do with customizable entities?
Change their properties, rename them, have forms and views modified, and can be included in Solutions.
What is the difference between a custom entity and a customizable system entity?
You can delete a custom entity. (Irreversible).
What are examples of properties of a customizable entity that cannot be modified?
System fields, views created by the platform cannot be deleted.
What are the two most important properties of an entity?
How it will be owned and whether it is an activity.
What does User or Team ownership of an entity mean?
Has an owner field. Records for the entity can be assigned between Users and Teams that have User level read privileges. Can be reassigned or shared.
What does Organization ownership of an entity mean?
Entity does not have an owner field or other related lookup fields, cannot be assigned to a User or Team or shared.
What is an Activity Entity?
Custom entity that works together with existing activities in CRM. It will appear in the UI in other locations that activities are viewed by users. Activities share a number of properties and linked to ActivityPointer entity.
When should you use an Activity Entity?
- need to represent an activity with specific date and time, planned in advance with extra properties tracked- a record created to document an activity has occurred with a lifespan and want to report or trigger separately- an entity related to different records on different occasaions
Custom activity entities are controlled by the same Security Role privileges as other activities. Which means?
As soon as you create or import a custom activity entity, it will be available to users who have access to other activities in the system.
How do you create a new entity?
Default solution/Custom solution open > Entities > New > Fill out form > Save
What is the display name of an entity?
The name by which the new entity will be known.
What is the plural name of an entity?
The plural form of an entity. Required because all views display entity names in plural forms.
What is the name of an entity?
The internal name of the entity. Also the Schema name. Has two parts - publisher prefix and entity name. Cannot be changed after saved.
What is the description of the entity?
Describes purpose of entity. Optional.
What is the primary image of an entity?
Used to turn on image field to display at top of entity forms.