Object Manager and Lightning App Builder Flashcards

1
Q

When you are working on apps or objects ___ lets you jump to relevant app customization features

A

Quick Access Menu

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2
Q

Quick Access menu offers ___

A

Shortcuts to customization features

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3
Q

Quick Actions allow users to ___

A

quickly create or update records, log calls, send emails etc. within the object

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4
Q

Global Quick Actions allow users to ___

A

create records, log calls, send emails etc. to a specified object without leaving the page they are on

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5
Q

How can you add a custom field to an external object?

A

External Objects (Setup) - fields & relationships

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6
Q

Does removing the edit button from a page layout prevent users from editing the record?

A

No, they could potentially edit records using inline editing

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7
Q

How can you see how a page will look for users with different profiles?

A

Click Preview when editing a page layout

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8
Q

What happens if you make a picklist field read-only on a page layout?

A

All new records will use the default value for that picklist

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9
Q

Use ____ then use page layouts to organize detail and edit pages within tabs to reduce the number of page layouts to maintain

A

field level security

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10
Q

What are the three main object relationship types?

A

Lookup, master-detail and many-to-many

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11
Q

Control business processes, page layouts and picklist values for different users using ___

A

record types

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12
Q

Use ___ to capture and track separate sales, support and lead lifecycles

A

Business processes

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13
Q

Using multiple business processes allows you to display different picklist values according to ___

A

users profiles

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14
Q

What objects can use business processes and what field is used for each object to identify a record within the lifecycle?

A

Sales (stage field) Lead (lead status) Support (status) or a custom object

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15
Q

Assign page layouts using ___ but not using ___

A

profiles (and/or record types), permission sets

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16
Q

Assign record types using ___

A

profiles and permission sets

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17
Q

require, unique (doesn’t allow duplicates) and auto add to custom report type are some options available when ___

A

defining a custom field (fields & relationships)

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18
Q

For records created before a record type, use ___ to retroactively assign records a record type ID

A

Data Loader (extract, assign record type ID and update)

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19
Q

___ map data that’s stored outside the org

A

External objects

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20
Q

The organization of a records detail and edit pages is controlled by ___

A

the page layout

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21
Q

Page layouts can determine whether fields on the detail or edit page of a record are ____

A

visible, read-only or required

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22
Q

If a field is visible in the search layout but hidden via field level security the field ___

23
Q

To add a field to all page layouts and make it visible and required everywhere (regardless of field level security) it needs to be ___

A

universally required

24
Q

___ can make a field required but ___ cannot

A

page layouts , record type

25
What type of layout makes it easier to work with records by providing two separate views?
feed-based layouts
26
Make a field conditionally required using ___
validation rules
27
What are 3 ways to make a field required?
page layout, field level security (fields & relationships) or using validation rules
28
Fields required using a page layout are only required when ___
the record is edited on the user interface
29
If a user field is required, you must specify ___
default value
30
Show users custom resources in lightning experience using a ___ when they first login
welcome mat
31
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)
32
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?
1. add all possible lead sources to master picklists (source field on lead object) 2. record type for each division 3. assign to each profile 4. set personal options for record types
33
How can you assign a default record type?
a users profile
34
Can a user assigned to a record type view/edit records associated with record types not enabled for their profile?
Yes
35
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
36
A path automatically gets deleted when the related ___ is deleted
record type
37
To assign record types to campaign members, add the ___ field to the campaign page layout
campaign member type field
38
Until you are done developing a new custom object, control visibility by using ____
deployment settings (in development/deployed)
39
A custom report types deployment status automatically changes to in development when ___
its primary object status changed to in development
40
Create ___ to track and store data that is unique to your organization
Custom Objects
41
You can create a ___ from a spreadsheet in setup or lightning app settings/app manager
custom object
42
You can delegate custom object administration to ___
non admin users
43
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
44
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
45
When an object on the detail side of a master-detail relationship is deleted ___
the relationship automatically changes to a look up relationship
46
big objects can be used to __
archive data from other objects or bring datasets from outside systems
47
Accounts - Expense Reports - Expense line item is an example of what kind of object relationship?
two object master-detail
48
Accounts - Contacts is an example of what kind of object relationship?
Many-to-many
49
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
50
Lightning page tabs let you add lightning app pages to ___
navigation bar (also in app launcher) and mobile app
51
View reporting snapshots, schedules Apex jobs and dashboards schedules to refresh in ___
All Scheduled Jobs page
52
Where can you monitor background jobs?
Background jobs
53