Object Manager and Lightning App Builder II Flashcards
adding custom fields and creating unique page layouts is the best description of customizing what?
Objects
This controls the layout and organization of fields, related lists, buttons, links, report charts, and other items on objects.
Page Layouts
To store additional data on standard and custom objects you need to create “___” fields
custom fields
To prevent duplicate field values you need to set your field as “___”
Unique
To make sure there is a value in the field before saving you can set your field to “____”
Required
Checkbox, Currency, Date, Date /Time, Email, Number, Percent,Phone, Picklist, Text, TextArea, URL.
All these are examples of a “____” that certain field types can have.
default value
so that values, such as ‘abc’and ‘ABC’, are treated as different values. you can set text to
Case Sensitive
These fields can be used to track timethat is not specific to a single date,such as preferred contact hours. It isuseful for time management, eventplanning, and project management
TIME FIELDS
This field Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30 characters, 20 of which are reserved for prefix or suffix text. Not available for external objects.
Auto Number
This field Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30 characters, 20 of which are reserved for prefix or suffix text. Not available for external objects.
Auto Number
This field Allows users to check a box, indicating a true or false attribute of a record. When using a checkbox field for a report or list view filter, use “True” for checked values and “False” for unchecked values. The Data Import Wizard and the weekly export tool use “1” for checked values and “0” for unchecked values.
Checkbox
this field Allows users to enter a currency amount. The system automatically formats the field as a currency amount. This formatting is useful if you export data to a spreadsheet application. Not available for external objects.
Currency
This field Allows users to enter a date or pick a date from a popup calendar. In reports, you can limit the data by specific dates using any custom date field.
Date
This field Allows users to enter a date or pick a date from a popup calendar and enter a time of day. There are visual and behavioral differences for Date/Time fields in Lightning Experience and Salesforce Classic. In Lightning Experience, the date and time fields are separate, and the initial time is set to 12:00 PM when you select a date in the calendar. In Salesforce Classic, the date/time field is a single field. You can set the field to the current date and time by clicking the date and time link next to the field. The time of day includes AM or PM notation. In reports, you can limit the data by specific dates and times using any custom date field.
Date/Time
This Field
Allows users to enter an email address of up to 80 characters, which is validated to ensure proper format. If this field is specified for contacts or leads, users can choose the address when clicking Send an Email.
You can’t use custom email addresses for mass emails or list emails.
Emails sent to a record’s custom email address fields aren’t logged against that record.
When you create This Field , the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.
External Lookup Relationship
This field Allows users to automatically calculate values based on other values or fields such as merge fields. Not available for external objects.
Formula
This field Allows users to specify a location by its latitude and longitude. Geolocation is a compound field that counts toward your org’s limits as three custom fields: one for latitude, one for longitude, and one for internal use. Not available for external objects.
Geolocation
This field Creates a hierarchical lookup relationship between users. Allows users to use a lookup field to associate one user with another that neither directly nor indirectly refers to itself. For example, you can create a custom hierarchical relationship field to store each user’s direct manager.
Hierarchical Relationship
This field links a child external object to a parent standard or custom object. When you create this field on an external object, you specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child’s indirect lookup relationship field. The child lookup field’s value comes from an external data source.
Indirect Lookup Relationship
This Field Creates a relationship between two records so you can associate them with each other. For example, opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity.
On a standard or custom object, a lookup relationship creates a field that allows users to click a lookup icon and select another record from a popup window.
On an external object, the lookup relationship field references 18-character Salesforce IDs that are stored in an external data source. Those IDs are matched against the parent object to determine which records are related to each other.
On the parent record, you can display a related list to show all the records that are linked to it. You can create lookup relationship fields that link to users, standard objects, or custom objects. If a lookup field references a record that has been deleted, Salesforce clears the value of the lookup field by default. Alternatively, you can choose to prevent records from being deleted if they’re in a lookup relationship.
Lookup relationship fields are not available in Personal Edition.
Lookup relationship fields to campaign members are not available; however, lookup relationship fields from campaign members to standard or custom objects are available.
Lookup Relationship
This field Creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security.
Not available for standard objects or external objects, although you can create this field on a custom object that links to a standard object.
Master-Detail Relationship
This field Allows users to enter any number. This number is treated as a real number and any leading zeros are removed.
Number
This tool is a declarative tool that helps fast-track predictions based on Salesforce fields. This will help a Salesforce admin to custom-build predictions on any object via few clicks on a visual interface and power workflows and apps using the newly-found AI.
Einstein Prediction Builder
This field Allows users to enter a percentage number as a decimal—for example, 0.10. The system automatically converts the decimal to a percentage—for example, 10%
Percent
This field Allows users to enter any phone number. Character limit is 40.
Salesforce automatically formats it as a phone number.
Phone
This field Lets users select a single value from a list that you define. Available for external objects only with the cross-org adapter for Salesforce Connect.
Picklist
This field Allows users to select more than one picklist value from a list that you define. These fields display each value separated by a semicolon. Available for external objects only with the cross-org adapter for Salesforce Connect.
Picklist (Multi-select)
This field Automatically displays the record count of related records or calculates the sum, minimum, or maximum value of related records. The records must be directly related to the selected record and on the detail side of a custom master-detail relationship with the object that contains the roll-up summary field. For example, a custom field called “Total Number of Guests” displays the number of guest custom object records in the Guests related list. Not available for external objects.
Roll-Up Summary
This field Allows users to enter any combination of letters, numbers, or symbols. You can set a maximum length, up to 255 characters.
Text
This field
Allows users to enter any combination of letters, numbers, or symbols that are stored in encrypted form. You can set a maximum length of up to 175 characters. Encrypted fields are encrypted with 128-bit master keys and use the Advanced Encryption Standard (AES) algorithm. You can archive, delete, and import your master encryption key. To enable master encryption key management, contact Salesforce. Not available for external objects.
Text (Encrypted)
This field Allows users to enter up to 255 characters that display on separate lines similar to a Description field.
Text Area
This field Allows users to enter up to 131,072 characters that display on separate lines similar to a Description field. You can set the length of this field type to a lower limit, if desired. Any length from 256 to 131,072 characters is allowed. The default is 32,768 characters. Every time you press Enter within a long text area field, a line break, and a return character are added to the text. These two characters count toward the 131,072 character limit. This data type is not available for activities or products on opportunities. The first 999 characters in a standard rich text area or a long text area are displayed in a report. For custom fields, only the first 255 characters are displayed. If you download the report as Details Only, the entire field is available.
Text Area (Long)
This Fields definietion is
With the use of a toolbar, users can format the field content and add images and hyperlinks. The toolbar allows the user to undo, redo, bold, italicize, underline, strike-out, add a hyperlink, upload or link to an image, modify alignment, add a numbered or non-numbered list, indent, and outdent. The maximum field size is 131,072 characters, inclusive of all the formatting and HTML tags. The first 999 characters in a standard rich text area or a long text area are displayed in a report. For custom fields, only the first 255 characters are displayed. If you download the report as Details Only, the entire field is available. The maximum size for uploaded images is 1 MB. Only gif, jpeg, and png file types are supported. Not available for external objects. There are visual and formatting differences for rich text areas in Lightning Experience and the Salesforce mobile app, compared to Salesforce Classic.
Text Area (Rich)
This field Allows users to enter a time of day, including hours, minutes, second, and milliseconds. Append a “Z” at the end to denote Greenwich Mean Time (GMT).17:30:45.125, 17:30:45, 17:30, and 17:30:45Z are all examples of valid entries. The time displays in a 12-hour notation with AM or PM. The displayed time depends on the Locale setting on the Company Information page in Setup.
Time
This field Allows users to enter up to 255 characters of any valid website address. Only the first 50 characters are displayed on the record detail pages. When a user clicks the field in Salesforce Classic, the URL opens in a separate browser window. In Lightning Experience, internal URLs open in the same window and external URLs open in a separate browser window. In Salesforce console apps, the URL opens in a new workspace tab. In Lightning console apps, internal URLs open in a new workspace tab and external URLs open in a separate browser window.
URL
STEP 1 Select Data Type
STEP 2 Enter Details
STEP 3 Set Field Level Security
STEP 4 Add to Page Layouts
What do these 4 steps create
Custom Fields
T/F
When changing to Number or to Percent from any type will result in data loss.
True
These are predefined lists of values where users can select from.
Picklists
What are the two types of values a picklist can use
custom defined values or a global value set.
Which type of value restricts a picklist
Global value set
When a picklist value is deactivated, it will affect existing values.
False, A picklist value can be deactivated. This will not affect existing values.
A “___” picklist means that only the values defined can be used. Other values cannot be inserted even via the API.
restricted
T/F
If a global value set is used, then the picklist is always restricted.
True
A “_____” allows the values in one picklist to be filtered by the values in another picklist or checkbox field.
dependent picklist
The picklist or checkbox that drives the filtering is called the “____” field.
controlling
The picklist that has its values filtered by the value selected in the controlling field is called the “____” field.
dependent
T/F
A dependent picklist cannot be multi-select.
False, A dependent picklist can be multi-select.
T/F
Standard picklist fields can be controlling fields but not dependent fields.
True
T/F
Custom object picklist fields can be controlling or dependent.
True
T/F
A multi-select picklist canonly be a dependent field.
True
These fields are used to roll up either the sum of the value of a particular field in the child object, return the min or max value or a count of the number of records
Roll-up Summary Fields
These fields are defined on the master object and available for certain object relationships such as Standard >Custom, Custom > Custom, and certain standard relationships.
Roll-up summary fields
These fields are read-only fields that automatically calculate a value based on other fields or a formula.
Formula fields
Formula fields can be based on a “___” formula or “___” formula.
simple, advanced
when one of the fields used in the formula changes what happens to the formula fields
automatically updated
What are they 7 types of formula fields
CHECKBOX DATA NUMBER TEXT CURRENCY DATE / TIME PERCENT
These formulas allow selection of fields from the same object and use of operators.
Simple
These formulas allow selection of fields from the parent object and use of functions. They allow the use of merge fields, operators, and a range of functions to define the formula
Advanced formulas
These formulas reference merge fields on related objects for calculations that will be displayed on detail pages,list views, and reports.
Cross-object formulas
T/F
Custom fields cannot be deleted. The data contained in the field will also be deleted.
FALSE, Custom fields can be deleted.
T/F
Standard fields cannot be deleted.
True
T/F
When a field is deleted, the data is also removed.
True
T/F
If a field is restored, it needs to be manually added back to page layouts and marked as required /unique again if needed.
True
T/F
After a field is restored, field history is not available
False, After a field is restored, field history IS available
What would be a reason a custom field cannot be deleted
it is referenced elsewhere in the application, e.g., field updates in a Workflow or process Builder.
Give 2 reasons a deleted field can be restored
not permanently deleted or has been within 15 days
how many unique identifyer characters does every record had
15
The “____” Field is a globally unique read-only system type field assigned to every object in salesforce.
Record ID field
These are fields that contain a unique identifier from a system outside of Salesforce.
External ID Fields
How many external IDs can be on an object?
25
Up to “__” custom objects can be created in Enterprise edition and up to “__” in Unlimited and performance edition.
200, 2000
The 4 optional custom object features are
Allow reports
allow activities
track field history
allow in chatter groups
A record name can be a “___” or a “____”
text field or auto number
An “__” is a collection of tabs made visible to certain profiles.
App
This controls the layout and organization of fields, buttons, links, publisher actions, report charts, Visualforce, and related lists.
Page layouts
Page layouts allow fields to be marked as “__” or “___”.
read-only or required
T/F
Different page layouts can be assigned to different profiles so that each type of user can see fields that are relevant.
True
