Object Manager and Lightning App Builder Flashcards

1
Q

What are roll-up summary fields?

A

Fields defined on a master object that sum, return the min, max or count of a field in a related detail record

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2
Q

Why would an administrator create a path?

A

To provide visual guidance for helping a user move through steps in a business process in Lightning Experience for custom and certain standard objects

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3
Q

What’s the difference between record types and business processes?

A

Record types control the page layout and picklist values based on the selection of record type. Business process controls stages and then picklist values based on the stage of certain objects.

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4
Q

When would creating a formula field be appropriate?

A

When a read-only field is required and that is calculated based on values of fields (including fields in related objects) or based on a defined formula

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5
Q

What are record types used for?

A

Record types are used when one object has different types or is used for different purposes. Record types allow different picklist values, page layouts and business processes to be defined.

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