Object Manager and Lightning App Builder

Question 1

How can you allow multiple accounts to be associated with a contact?

Answer 1

In order to allow multiple accounts to be associated with a contact, the ‘Contacts to Multiple Accounts’ feature must be enabled. After that, the ‘Related Accounts’ related list must be added to the ‘Contact’ page layout and the ‘Related Contacts’ related list added to the ‘Account’ page layout.

Question 2

What business data is represented by the ‘Case’ object?

Answer 2

A case can be defined as a customer’s feedback, problem, or question.

Question 3

Is it possible to change a lookup relationship to a master-detail relationship?

Answer 3

Yes, a lookup relationship can be changed to a master-detail relationship if the lookup field in all records contains a value.

Question 4

What is a junction object?

Answer 4

A junction object is a custom object with two master-detail relationships and is used to connect the two objects that are related to each other.

Question 5

What are the two main types of relationships that can be created between two objects and how are they different?

Answer 5

1. Master-Detail: Tightly relates two objects through a parent-child relationship. Can be one-to-one, one-to-many, or many-to-many. Roll-up summary field is available. M-D field is always required on detail page layout. Parent controls record ownership.
2. Lookup: A loose relationship between objects. Links objects together so users can see related items from one object on another. Can be one-to-one, one-to-many, self, external, indirect, or hierarchical

Question 6

What is the data model?

Answer 6

The data model is what defines the structure and organization of your data. It is the structure of objects, fields, and relationships.

Question 7

What is a Roll-Up Summary Field?

Answer 7

A roll-up summary field calculates values from related records, such as those in a related list. Can only be done through a master-detail relationship.

Question 8

What is the schema builder?

Answer 8

Schema Builder can be used to view the data model as well as create objects, fields, and relationships quickly.

Question 9

What is a many-to-many relationship?

Answer 9

Many-to-many relationships allow two objects to be related to each other when a record from one object can be linked to multiple records from another object and vice versa. Many-to-many relationships are implemented via the use of a junction object. A junction object sits between the other 2 objects and has a master-detail relationship with both.

Question 10

What is a record type?

Answer 10

A record type organizes and gathers data in different ways for the same object. For example, you only have one Opportunity object, but multiple record types (donation, grant, matching gifts, etc.) that gather different information.

Question 11

Can you use a master record type and custom record type at the same time?

Answer 11

No. If master record type is selected, you cannot include custom record types and vice versa.

Question 12

What is an app?

Answer 12

An app is a collection of tabs made visible to certain profiles.

Question 13

What is a page layout?

Answer 13

Page layouts control the layout and organization of fields, related lists, buttons, links, report charts, and other items on objects.

Question 14

What does the unique setting on fields accomplish?

Answer 14

Prevents duplicate field values.

Question 15

What is a major consideration when changing a field type?

Answer 15

Data loss can occur in certain types of changes.

Question 16

What is a global value set?

Answer 16

You can use global picklist value sets to share values across objects and custom picklist fields, and to restrict the picklists to only the values that you specify.

Question 17

What are dependent picklists?

Answer 17

A dependent picklist allows the values in one picklist to be filtered by the values in another picklist or checkbox field. The picklist or checkbox that drives the filtering is called the controlling field. The picklist that has its values filtered by the value selected in the controlling field is called the dependent field.

Question 18

What are formula fields?

Answer 18

Formula fields are read-only fields that automatically calculate a value based on other fields or a formula.

Question 19

What are external Ids?

Answer 19

External IDs are fields that contain a unique identifier from a system outside of Salesforce.

Question 20

What is a business process?

Answer 20

A Business Process captures the lifecycle of leads, opportunities, cases, or solutions. It references a standard picklist field and the values can be customized.

Question 21

What is a path?

Answer 21

Paths 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.

Question 22

What must be configured on a custom object?

Answer 22

The Name field is a standard field that is added to custom objects to identify records. It can be text or auto-number.

Question 23

What happens when a custom field is deleted?

Answer 23

The field and data is deleted temporarily. The field and the data can then be permanently deleted (erased) or undeleted (restored). After 15 days, Salesforce will permanently delete.

Question 24

How do record types relate to business processes?

Answer 24

A business process can be associated with multiple record types.