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