Object Manager and Lightning App Builder Flashcards
When you are working on apps or objects ___ lets you jump to relevant app customization features
Quick Access Menu
Quick Access menu offers ___
Shortcuts to customization features
Quick Actions allow users to ___
quickly create or update records, log calls, send emails etc. within the object
Global Quick Actions allow users to ___
create records, log calls, send emails etc. to a specified object without leaving the page they are on
How can you add a custom field to an external object?
External Objects (Setup) - fields & relationships
Does removing the edit button from a page layout prevent users from editing the record?
No, they could potentially edit records using inline editing
How can you see how a page will look for users with different profiles?
Click Preview when editing a page layout
What happens if you make a picklist field read-only on a page layout?
All new records will use the default value for that picklist
Use ____ then use page layouts to organize detail and edit pages within tabs to reduce the number of page layouts to maintain
field level security
What are the three main object relationship types?
Lookup, master-detail and many-to-many
Control business processes, page layouts and picklist values for different users using ___
record types
Use ___ to capture and track separate sales, support and lead lifecycles
Business processes
Using multiple business processes allows you to display different picklist values according to ___
users profiles
What objects can use business processes and what field is used for each object to identify a record within the lifecycle?
Sales (stage field) Lead (lead status) Support (status) or a custom object
Assign page layouts using ___ but not using ___
profiles (and/or record types), permission sets
Assign record types using ___
profiles and permission sets
require, unique (doesn’t allow duplicates) and auto add to custom report type are some options available when ___
defining a custom field (fields & relationships)
For records created before a record type, use ___ to retroactively assign records a record type ID
Data Loader (extract, assign record type ID and update)
___ map data that’s stored outside the org
External objects
The organization of a records detail and edit pages is controlled by ___
the page layout
Page layouts can determine whether fields on the detail or edit page of a record are ____
visible, read-only or required
If a field is visible in the search layout but hidden via field level security the field ___
is hidden
To add a field to all page layouts and make it visible and required everywhere (regardless of field level security) it needs to be ___
universally required
___ can make a field required but ___ cannot
page layouts , record type
What type of layout makes it easier to work with records by providing two separate views?
feed-based layouts
Make a field conditionally required using ___
validation rules
What are 3 ways to make a field required?
page layout, field level security (fields & relationships) or using validation rules
Fields required using a page layout are only required when ___
the record is edited on the user interface
If a user field is required, you must specify ___
default value
Show users custom resources in lightning experience using a ___ when they first login
welcome mat
if you have information to share with users use ___
if you have to nudge, prompt or remind users use ___
guidance centers and learning paths
in app guidance (prompts/walkthroughs)
A company has two sales divisions, hardware and consulting, and only the consulting division receives leads through seminars. What steps do you take to offer Seminar as a Lead Source option to only the consulting division?
- add all possible lead sources to master picklists (source field on lead object)
- record type for each division
- assign to each profile
- set personal options for record types
How can you assign a default record type?
a users profile
Can a user assigned to a record type view/edit records associated with record types not enabled for their profile?
Yes
A company has a criteria-based sharing rule that shares all Service record types on the case object to the service team. They just added a new record type called Support. What does the admin need to consider?
the new record type may need to be added to the sharing rule
A path automatically gets deleted when the related ___ is deleted
record type
To assign record types to campaign members, add the ___ field to the campaign page layout
campaign member type field
Until you are done developing a new custom object, control visibility by using ____
deployment settings (in development/deployed)
A custom report types deployment status automatically changes to in development when ___
its primary object status changed to in development
Create ___ to track and store data that is unique to your organization
Custom Objects
You can create a ___ from a spreadsheet in setup or lightning app settings/app manager
custom object
You can delegate custom object administration to ___
non admin users
Why can’t custom objects on the detail side of a master-detail relationship have sharing rules/manual sharing or queues?
The owner field is required
You cannot delete a custom object if
master of a master-detail relationship
contains fields used in roll up summary field of another object
referenced by a duplicate or matching rule or reporting snapshot
has more than 100,000 records
When an object on the detail side of a master-detail relationship is deleted ___
the relationship automatically changes to a look up relationship
big objects can be used to __
archive data from other objects or bring datasets from outside systems
Accounts - Expense Reports - Expense line item is an example of what kind of object relationship?
two object master-detail
Accounts - Contacts is an example of what kind of object relationship?
Many-to-many
what kind of object relationship allows you to link an object to itself (bug-bug shows how different bugs are related to the same problem)?
lookup
Lightning page tabs let you add lightning app pages to ___
navigation bar (also in app launcher) and mobile app
View reporting snapshots, schedules Apex jobs and dashboards schedules to refresh in ___
All Scheduled Jobs page
Where can you monitor background jobs?
Background jobs
