Object Manager and Lightning App Builder I Flashcards
There are two types of objects in Salesforce:
Standardand Custom.
what are the main Examples of standard objects (6)
Campaigns, Leads, Accounts, Contacts, Opportunities and Cases
T/F
Both standard and custom objects come with standard fields but can be expanded with custom fields
True
This is an example of what kind of object
●Included out of the box in every Salesforce org
●Ex. Campaigns, Leads, Accounts, Contacts, Opportunities and Cases
●Contains standard fields and may have custom fields added
●Can be renamed e.g. Accounts can be renamed to ‘Customers
’●These objects can be hidden from users and renamed, but never deleted.
STANDARD OBJECTS
This is an example of what kind of object
●Created by the administrator to meet a specific use case
●Ex. Job Candidate, Application, Position
●Contains standard fields and may have custom fields added
CUSTOM OBJECTS
This object can be created in Salesforce to store information about companies and individuals
Account
This object in Salesforce represents an individual associated with an account.
Contact
This object is a prospect that can be converted into an account, contact, and opportunity.
Lead
This object is used to store information about a marketing effort such as seminar.
Campaign
This object are used to store information about open and close deals as well as track sales deals in progress.
Opportunity
This object can be used to store customers’ questions, feedback, or issues.
Case
This object represents the description of a customer’s issue and its resolution.
Solution
This object is created to allow a person to log in to Salesforce and access information.
User
This object are individual contacts, leads or person accounts that are added to campaigns.
Campaign Member
How do you customize a standard object
Adding fields, creating relationships
What are the main two types of relationships
Master detail, lookup
This type of relationship
●Tightly relates two objects through a parent-child relationship
●Can be one-to-one, one-to-many, or many-to-many
master detail
This type of relationship
●A loose relationship between objects
●Links objects together so users can see related items from one object on another
●Can be one-to-one, one-to-many, self, external, indirect, or hierarchical
lookup
T/F
Standard objects cannot have relationships with other standard and custom objects
False, the can have relationships with both other standard and custom objects
Can an account be related to one or many contacts
Both one and many
Account and Contact have what type of relationship
Lookup relationship that acts like a master detail relationship
The Account and Contact relationship also holds the characteristics of both master-detail relationship. What is an example of this
the contact object inherits the sharing setting of the Account.
An Account can be related to how many Opportunities,
one or many
Opportunities can be related to how many Accounts.
One