Object Manager and Lightning App Builder III Flashcards
the administrator has the ability to control how objects and records are presented to users through two ways they are
page layouts and record types
This controls what fields, related lists and buttons show on a record
page layout
These control page layouts for different types of records and can limit picklist values
Record Types
These are used to guide users through the stages of an opportunity or other objects.
Business processes
These can be assigned to profiles to control which fields, related lists and other items appear on records for different users.
Page Layouts
These allow defining different picklist values, page layouts, and business processes on standard or custom objects for different profiles.
Record Types
These can be associated with record types to define the lifecycle of leads, opportunities, cases, or solutions for different user profiles.
Business processes
This can be created in Lightning Experience for custom objects and some standard objects to display their lifecycle based on a picklist field.
Path
This allow different picklist values, page layouts, and business processes to be defined for an object, standard, or custom
Record Types
T/F
A record type is assigned as many page layout types per profile as needed.
False, A record type is assigned one page layout type per profile
Assigning a record type to a profile gives the user what ability for that record type
To create records of that record type. They can still see the records of all record types
What are the 6 steps that a Salesforce Administrator would take when creating a new record type
Create page layouts to be used for record types.
Add any additional picklist values
Create record type record
Assign record type to profiles
Assign page layout for each profile for each record type
Select picklist values for record type
T/F
During record type creation, setting the access and the default for profiles can be configured.
True
Record types can be assigned to a profile or individual users through “____”.
permission sets.
This specifies that the user can use that record type when creating or editing a record.
Record type assignment
T/F
Users can view records assigned to only their record type.
False, Users can view records assigned to any record type.
This specifies that the user can use that record type when creating or editing a record
RECORD TYPE ASSIGNMENT
When a permission set specifies a custom record type, the user(s) assigned with that permission set gets the “___” that is specified for that record type within their profile
page layout
Page layout assignments are specified in “____” only
Profiles
Page layouts can be selected for the “___” and “____” combination
profile, record type
T/F
In Profiles, page layout assignments are specified for every record type, even when a record type is not available to that profile
True
What record type is used when user does not select the record type
Default record type
when there are two or more active assigned record types on the user profile, users can go into their personal settings and select a “____” record type so they are not prompted to select one when creating a new record.
USER DEFAULT
If there is only one active record type, this record type is automatically selected
PROFILE DEFAULT
If two or more record types are available for a user, the default record type can be selected at the “___”.
User level
T/F
If a default record type has been set from the personal settings, the user will still be prompted to choose from a list of record types
False, If a default record type has been set from the personal settings, the user will not be prompted to choose from a list of record types
T/F
If the default record type is not specified from personal settings, the user will be prompted to pick a record type when creating new records.
True
T/F
When no default record type is configured in personal settings, the default record type configured from the Profile’s record type settings will be automatically ticked
True
T/F
The default record type that was set in a user’s personal settings needs to be manually selected when the user creates a new record. A field can be added to the page layout that shows the record type.
False, The default record type that was set in a user’s personal settings will be automatically selected when the user creates a new record. A field can be added to the page layout that shows the record type.
While record types can be created for all salesforce objects, these 4 objects must have a business process created first before creating a record type on them
opportunities
cases
leads
solutions
This Process captures the lifecycle of leads, opportunities, cases, or solutions. It references a standard picklist field and the values can be customized
Business process
Only “___” Processes is not available in Lightning Experience
Solution
This process defines different picklist values for Lead status
LEAD
This process defines different picklist values for Case status
Support
This process defines different picklist values for Opportunity stage
Sales
This process defines different picklist values for solution status.
Solution
T/F
multiple processes can be added to one object
True
These 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
Paths
Path is similar to the “__” of moving through the stages that exists by default for Opportunity records in Lightning.
visual guidence
T/F
A Path can be created for custom objects and certain standard objects in Lightning Experience AND Classic
False, A Path can be created for custom objects and certain standard objects in Lightning Experience only.
T/F
If a step in the path has dependent fields, all dependent fields can be updated when updating a record from a path.
True
For each stage on the Path, guidance and up to how many fields can be displayed
five
Paths can be created where on the standard object
from any picklist field
Describe what a path is
it shows the stages that certain records like opportunities and cases are currently at from started to completed
