Object Manager and Lightning App Builder (20%) Flashcards

1
Q

What are Standard Objects, What fields are included, and can you delete them. if not what are alternatives?

A

Included out of the box in every salesforce org, contains standard fields but can have custom ones added, These object can be hidden, renamed but not deleted

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2
Q

What are Custom Objects, What fields are included, and can you delete them?

A

Created by the administrator to meet a specific use case, contains standard fields and can have customized ones added. Can be deleted.

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3
Q

What are some Standard Objects?

A

Account, Contact, Lead, Campaign, Opportunity, Case, Solution, User

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4
Q

How can standard object be customized?

A

Adding fields, or Creating relationships

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5
Q

Master-Detail

A

Tightly relates two objects through parent-child relationship
can be one-one, one-to-many, many-to-many

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6
Q

Lookup

A

A loose relationship between objects, can be
+ one-to-one,
+ one-to-many,
+ self, (When an object has a relationship with itself)
+ Indirect( child external object),
+ external ( parent external object ), or
+ hierarchical ( User object only )
Does not inherit the sharing and security settings from another object unlike master-detail.

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7
Q

Lead can convert into what

A

Account, Contact, and Opportunity

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8
Q

Why are relationships necessary in salesforce?

A

When you want to relate one object to another

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9
Q

Standard Object must be on the what side

A

Master-side

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10
Q

What is a junction object?

A

a custom object used to form a many-to-many relationship with a master-detail relationship

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11
Q

How do you create custom fields?

A

Setup>Object>Fields and Relationships>Data type>Enter details>Field level security>Page layouts

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12
Q

Consideration before changing field types?

A

Data loss can occur

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13
Q

What are picklists?

A

Predefined lists of values where a user can select from

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14
Q

What is a dependent picklist?

A

Allows the values in one picklist to be filtered by the values in another picklist or checkbox

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15
Q

what is the controlling field vs the dependent field in a dependent picklist

A

The controlling field is the field that drives the filtering, The picklist that has its values filtered by the values selected in the controlling field is called the dependent field.

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16
Q

Are formula fields read-only?

A

yes, they only calculate a value based on other fields or a formula

17
Q

simple formula

A

Allow selection of fields from the same object and use simple operators like + - x /

18
Q

advanced formula

A

allow selection of fields from the parent object and use functions

19
Q

cross-object formula

A

reference merge fields on related objects for calculations that will be displayed on pages, list views, and reports

20
Q

can standard and custom fields be deleted?

A

no, only custom ones can

21
Q

Record ID

A

Is a globally unique read-only number assigned to every object in salesforce.

22
Q

External ID

A

Unique identifier from a system outside of salesforce

23
Q

What is an App

A

collection of tabs made visible to certain profiles

24
Q

What is page layouts?

A

They control the layout and organization of fields, buttons, links, publisher actions, report charts, Visualforce, and related lists

25
Q

What objects require a business process to be created first before a record type can be created?

A

Opportunities, Cases, Leads, Solutions

26
Q

Business Process

A

special picklist fields that let you track these records through their lifecycles.

Sales process
Support process
Lead process

27
Q

Path

A

are intended to capture the lifecycle of standard objects such as leads, campaigns, accounts, contacts, and cases and are used to guide users along steps in a process