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
What type of relationship does the account and opportunity relationship follow
both lookup and master detail since deleting an account record deletes all the related opportunities.
An Account can be related to how many Cases,
one or many
A case can be related to how many Accounts.
one
what type of relationship do account and cases have with each other
lookup relationship
A Contact can be related to how many Accounts
one or many ONLY if Contact to Multiple Accounts setting is enabled
A case can be related to “___” contact
one
A contact can be related to one or many cases
Many
What type of relationship does a contact have with a case
Lookup relationship
Standard lead fields converts into what 3 fields
Account, Contacts, Opportunities
Information from the lead is “___” into the Account and Contact fields.
copied
What do you do to connect the Custom fields on the Account, Contact and Opportunity to the custom fields on the lead
mapped or map them together
A Campaign can have one or many Campaign Members.
many
What two objects can be related to a campaign member
lead, contact
This can be used to view the data model as well as create objects, fields, and relationships quickly.
Schema Builder
Custom objects and fields can be created QUICKLY using
Schema Builder
This is used in Salesforce when there is a need to relate records in one object with a different object.
Relationships
Account to account performance is a relationship between what two types of objects
Standard and custom
Accounts and opportunities is a relationship between what two types of objects
both standard objects
Expense and expense item is a relationship between what two types of objects
two custom objects
This relationship links this object to another one. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list
Lookup relationship
This relationship creates a parent child relationship between objects
Master detail
Related records from a lookup or master-detail relationship can be seen through “___” on the page layout.
related lists
A related list on the parent record displays what
related child records
T/F
A field on the child record links to the parent record.
True
This unique lookup relationship can only be used on the user object and is designed to create a pecking order of users. For example, it could be used to create a lookup field for the user object, which can be used to list the user’s manager.
hierarchical relationship
- This relationship can be created by creating a lookup to the same object, e.g. an Account with a lookup to another Account field\
- Or for example, you have a Campaign. This campaign is part of a bigger campaign. You can use a lookup field from campaign to… campaign! Why? This would be a great situation to show how multiple child campaigns relate to the main parent campaign (known as a Campaign Hierarchy).
Self Relationship
T/F
Lookup relationships inherit the sharing and security settings from another object
Fales, lookup relationships do not inherit the sharing and security settings from another object unlike master-detail.
For all master detail relationships the child object must have a “____”
Parent (the record the user is looking up to)
Unless the “____” setting is enabled all detail records are deleted id the master record is deleted
Allow Reparenting’ setting
T/F
In a master detail relationship The child object (the one with the lookup) inherits the sharing and security settings of the parent object and has no settings of its own.
True
when dealing with MASTER-DETAIL RELATIONSHIPS between a standard object and a custom object which object is the parent
Standard object
T/F
Master-detail relationships are not allowed to be between any custom objects.
False
These relationships allow two objects to be related to each otherwhen a record from one object can be linked to multiple records from another object and vice versa.
Many to many relationships
example, if there is a ‘Position’ object and ‘Candidate’ object, one position can be related to multiple candidates and a candidate can be related to multiple positions.
This is an example of what type or relationship
Many to many
Many-to-many relationships are implemented with this object. This object sits between the other 2 objects and has a master-detail relationship with both.
Junction object
This field calculates the values from related records, such as those in a related list. Takes them and displays the total amount or sum of all the related records, they must all be related through a master detail relationship
Roll-Up Summary Field
