Platform Dev 1 Flashcards
The fundamental technology that clouds use to share IT resources cost-efficiently and securely?
Multi-tenancy
Resources shared by Salesforce Tenants include:
Database and run time engine
Database includes:
Data, Metadata, Indexes, Field Histories, Data Relationships
Unique Identifier
helps Salesforce identify which data belongs to that org
What is related to a governor limit
Run Time Engine
Exceeding a governor limit causes
Exceptions
What ensures each tenant can access and allocate a certain amount of resources
Run Time Engine
Governor limits monitors
Memory, CPU usage, access to database, queries
MVC
Model, View, Controller
Model:
An identity representing data or activity
View
Visualization of the sate of the model
Controller
A facility for changing the state of the model. The middle guy gives data to the view and if data gets changed goes back to the model.
Example of a Model
Custom and Standard Objects
Example of a View
Page layouts
Example of a Controller
Apex class
Customization Options
3 ways to attack a problem: Configure, Buy, Build
Configure
Standard and custom solutions from the Setup Menu. (Declarative: Point and Click)
Characteristics of “Configure” model
No programming experience needed, integrated, updates automatically. SIMPLICITY and SPEED
Buy
Download apps and components from AppExchange. (Install: Packages)
Characteristics of the “Buy” model
Proven and reviewed solutions build for SF. May include support and maintenance. ALREADY BUILT.
Build
Develop new solutions using programmatic tools (Programmatic: Code)
Characteristics of “Build” model
Create apps that can do almost anything you want. Custom code builds on point and click functionality. CONTROL AND FLEXIBILITY (hardest and most time consuming)
What are the declarative automation tools?
Process Builder, Workflow, Flow, Approvals
Which automation tool does not support time based actions?
Approvals
Which automation tools support User Interaction?
Flows and Approvals
Which automation tools support time based actions?
Process builder, Workflow, flow
Which automation tools DO NOT support User Interaction?
Process Builder, Workflow
Which automation tools can call Apex code?
Process Builder, Flow
Which automation tools DO NOT call Apex code?
Workflow, Approvals
Which automation tool can delete a record?
Flow
Which automation tools can NOT delete a record
Process Builder, Workflow, Approvals
Standard fields
Provide a predefined set, to capture common business information in Objects
Custom fields
Created to allow the capture of additional business information in Objects
Custom Relationships
Allows you to link objects together
Validation Rules
Created to verify that the data in one or more fields meets the specified criteria before a record is saved on an Object
Verifies that the data in one or more fields meets the specified criteria before a record is saved
Validation Rules
Page Layouts and Record Types
Define what a user sees when they view or edit a record in an object. Control what a user sees on the screen.
How is Security in Salesforce segmented?
Record, field level, object access
Master Detail Relationship: Sharing for the _____ record is inherited from the _____ record
Detail, Master
Master Detail Relationship: The detail record is _______- when the parent is deleted.
automatically deleted
Master Detail Relationship: The ______ is always required on the ______ record
parent reference, child
Master Detail Relationship: You can add a _______
lookup filter
Master Detail Relationship: You can choose whether or not the ______ can be _______
detail, reparanted
The detail side of a master-detail relationship must be a ______ object
custom
Most important difference between a master-detail and lookup relationship has to do with ________
the record access.
Master-Detail relationship: ____________ is inherited from the master record
Record Access
When an object becomes a detail in a master-detail relationship it…
loses the ability to independently control record access
Master Detail relationship: Record access is inherited from _______
master record
_______ CANNOT be the detail of a master-detail relationship
Standard object
Lookup Relationship: Child record and parent record have ________
independent sharing.
Lookup Relationship; The lookup field on the child record can be ______ or ______
optional, required
“What to do if the lookup record is deleted?”
- Clear the value of the field
- Don’t allow deletion of the lookup record that’s part of a lookup relationship
- Delete this record also.
Lookup relationship: Record access is not inherited from _____________
the parent
Lookup Relationship: You can add a __________
lookup filter
The _______ allows you to view and modify relationships
Schema Builder
You can load data through:
Data Import Wizard and API/Data Loader
Which tools use API Connect
- Data Loader
- Data Loader.io
- Any tool that uses API
Which tool can you use to prevent duplicates when importing new records with unique fields only?
Data Loader
Which tool can you use to prevent duplicates with external unique IDs?
Data Import Wizard
Which import tool allows you to choose whether or not to trigger workflow rules?
Data Import Wizard
Which import tool can not trigger workflow rules?
Data Loader
Which tool allows you to load up to 5,000,000 records
Data Loader
Which tool allows you to load objects such as Products and Opportunities?
Data Loader
Which objects can you load with Data Import Wizard
- Account (Name and Site)
- Contact (Name or Email)
- Lead (Name or Email)
- Solution (Title/ID)
- Campaign Member (ID)
- Custom Objects (Name)
- Salesforce ID
- External Unique ID
Which import tool allows you to prevent workflows from firing?
Data Import Wizard
Which tool allows you to schedule imports?
Data Loader
Which tool allows you to use mappings for later use?
Data Loader
Which tool allows you to export or delete data
Data Loader
A formula field is a ______.
Field that derives its value from other fields, expressions or values
You can create a ________ on a child object to reference data from parent objects, up to 10 relationships away
cross-object formula
You can create a cross-object formula on a ______ to reference data from _______ , up to 10 relationships away
child object
parent objects
You can create a cross-object formula on a child object to reference data from parent objects, up to _______ away
10 relationships
A formula field allows you to __________
write an expression to calculate a value. (From Course to Course Delivery)
Formulas can reference _______
other formulas
You may not create ______ formulas
circular
Formulas have a maximum compile size of
3900 characters
Formulas are calculated when ______-
the record is accessed
Formula values are not _______
persisted in the database
Be careful when using in _______ clauses or report filters
SOQL WHERE
Be careful when using in SQL WHERE _______ or ________
Clauses
Report filters
Formulas are calculated in _________-
System Mode
When using formula fields, users DO NOT need access to the ___________ to see the result
individual formula elements (objects or fields)
User that is viewing formula field, _____ data for a field that they do not have access to.
may see
Roll-up Summary Field is a _______
Field on a master record that summarizes date or numerical data from detail records
Field on a master record that summarizes date or numerical data from detail records
Roll-up summary field
For a Roll-up Summary Field you start by _______
selecting the detail object to summarize
What are the roll-up summary field “types”?
COUNT
SUM
MIN
MAX
Roll up summary field: Which records can be included in the calculation?
- All records
* Only records meeting certain criteria
What field type would you use to summarize date or number data?
Roll-up summary field
3 relationships for roll-up summary field?
- Accounts and Opportunities
- Campaigns and Campaign Members
- Opportunities to Product