Object Manager and Lightning App Builder Flashcards
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What are the two types of relationships in objects?
Master detail relationship
Lookup
What happens to the child records if the parent record is deleted in a master detail relationship?
All child records are deleted as they cannot exist without a parent. Unless “Allow reparenting” is enabled in set up for the master detail relationship.
Why use a master detail relationship? Explain what type of relationship is provides and how it works.
It allows a one to many relationship (i.e. An account can have many opportunities but an opportunity can only be linked to one account).
It is always required to relate when creating a record of that object so it enforces a tight coupling.
Can you make a master custom object and pair it with a standard object?
No - Standard objects must be on the master side of the relationship with a custom object (i.e. Custom object tech meetings cannot be the parent of Accounts).
How are sharing settings laid out in Master Detail and Lookup relationships?
Master detail - Sharing and security settings of the parent object will pass the same configuration to the child object so it inherits the rules (i.e. Accounts and Contacts).
Lookup - Does not inherit the sharing settings
Can you use roll up summaries on lookup?
No - You can only aggregate data on master detail relationships. As an example, total gifts can be a custom account field that is a roll up summaries of all opportunities related to the account.
What is the purpose of a junction object?
Give an example with the objects: Position, Candidate, Application.
It provides a means of a many to many relationship meaning when a record from one object can be linked to multiple records from another object and vice versa.
A junction object sits between the other 2 object and has a master detail relationship with both objects.
For example: The application object is the junction object sitting between position and candidate. Application has 2 master detail relationships, one with position and one with candidate and a lookup relationship is implemented to interview. So a position can have multiple applications and a candidate can make multiple applications but some applications can have multiple interviews.
What can a lead be converted into?
Account
Contact
Opportunity
How long do you have until a recently deleted custom field is permanently deleted?
15 days
How many custom objects can you create on Enterprise, and Unlimited and Performance edition?
200 on Enterprise
2000 on Unlimited and Performance edition
What is an App?
An App is a collection of tabs made visible to a profile.
How are profiles used in page layouts?
Page layouts can be assigned to profiles to showcase specific fields and related lists that profile may want to see to avoid clutter.
What is the difference between record types and page layouts?
Record types allow defining different picklist options, page layouts, and business processes.
For example, you could create two different sales processes on opportunity object by using 2 different record types with their individual page layout.
What is a business process?
Business processes can be assigned with record types to define the lifecycle of leads, opportunities, cases or solutions for different user profiles.
What is a path?
A path can be created in lightning experience for custom and some standard objects to display their lifecycle based on a picklist field.
Can you rename standard objects and fields?
Yes, but only the label NOT the API name. This is done through Rename tabs and Labels option in Setup.
What is a case?
Salesforce object that captures a collection of information about a particular issue, inquiry or incident
If a lookup filter is used on a lookup field, is the filter required?
In Lightning - Yes.
Can you reference fields on records related to the target object (i.e. Contact –> Account)
Yes. You can filter it for example if on Contact you can go through to Account then any field on the associated account.
What do you have to do if you want to model a many to many relationship?
You have to create a Junction Object and within that custom object, create two master detail relationships between the two objects you want to relate it to.
For example: You want to have a many to many relationships between Case and Bug (custom). A case can be associated to many bugs and a bug can be associated to many cases. The custom junction object will be called CaseBugAssociation.
Do search layouts control what is searchable?
No - it only controls the fields that appear in the search results and what fields are displayed in the recently viewed list
Do the properties of a custom field restore when you restore the field after deletion?
Some properties do not restore automatically. Any relationships convert to lookup relationships when deleted and any required fields need to be required once again.
Can a custom field and a standard field be deleted?
Only custom fields can be deleted.
Can standard picklists values be deleted, added or reordered?
They can be added, deleted, or reordered.
If a custom field has been deleted, does the field, its data and field history also restore within 15 days?
All of them is restored.
Do you have to wait 15 days for a field to be permanently deleted?
No, you can manually do it.
Can you change the field label, data type and field length on a standard field?
You can only change the field label by going to Rename Tabs and Labels. You cannot change the type or length.
What type of fields can be used as the dependent field in a field dependency?
- Custom picklist
- Multi picklist
- Standard picklist
- Custom checkbox
Custom picklist
Multi picklist
You can use custom or standard checkboxes as the controlling field only.
Can a custom checkbox be used as the controlling field for a field dependency?
Yes custom and standard checkboxes. But not for the dependent field.
