Questions To Study Flashcards
What is Object Architecture?
Object Architecture is what makes up the Object you are using, this involves fields, page layouts, record types, validation rules, buttons, links & actions, etc.
What is a lookup relationship?
A one-to-many or a one-to-one relationship that allows information from one record to be displayed on another, related record in a field
What is a master-detail relationship
Similar to Lookup Relationship but requires a Parent (Master) and a Child (Detail) object. Will display information from one record on another, related record in a field. The parent record controls the behaviors of the Child relationship (e.g. if the Parent record is deleted, the child record will also be deleted)
How long are deleted items saved in the recycle bin for?
15 days
What are some considerations you should take before deleting a field?
- all information across all records in those fields will be deleted
- fields with automations associated with them cannot be deleted until the automations have been carried out or the field is removed from the automation
How do you restore a field once it has been deleted?
To restore a deleted field, navigate to Set Up and clicking Object Manager, find the Object the field is on and click into it, click Fields & Relationships on the side menu and click Deleted Fields screen at the top of the screen. Click Undelete on the field you are wanting to restore
What are some considerations you should take before Undeleting a field?
- the field will not retain any of its attributes it had before it was deleted (unique, required or field dependencies) and will have to be manually reset
- formula fields will be restored as inactive and will need to be manually re-activated
How do you assign page layouts?
To assign Page Layouts, navigate to Set Up and click Object Manager. Find the Object you are assigning Page Layouts for, and click Page Layouts in the side menu. Click Page Layout Assignment in the top right and click Edit Assignment. From there select the Page Layout you are wanting to assign from the drop down menu and select the Profiles and Record Types you are wanting to assign the page layout to
What is the purpose of different record types?
To collect different information based on profile assigned to the users for the same object
What is the purpose of a custom object?
To create an object that has a specific purpose and hold specific information that your Org requires.
What is an Activity?
An activity is made up of events and tasks
What is the purpose of an activity
To guide work for Users and Sales Reps to ensure work is being completed and also adds a way to track progress on projects
What is Chatter?
Chatter gives Users the ability to communicate with each other within Salesforce itself, weather on a profile, record or the home page.
How are compact layouts used?
- on the Salesforce Mobile App
- at the top of a record page
What are data types?
Data Types are the formats in which information is stored in a field
What is a validation rules?
Validation Rules are ways to restrict information that Users enter into fields by defining a TRUE or FALSE statement
When is a validation rule triggered?
When a record is saved
What is the Data Import Wizard used for
- to import up to 50 000 records at a time
- to deduplicate records as they are uploaded
Where can the Data Import Wizard be found?
In set up, under Data Import Wizard
What is the data loader used for?
- import or exports up to 5 000 000 records
- importing through an external, connected database or CSV file
How can data loader be set up?
By either using the Command Line feature or the UI
What can be done in the recycle bin?
Restore or permanently delete fields
What does the Merge Function do?
- allows the users to merge up to 3 records marked as duplicates
- allows users to select master record and the fields to merge into the master record
What is the purpose of Mass Transfer?
To transfer records from one user to another
What is the limit of Mass Transfer?
250 records
What is the purpose of Mass Delete?
To delete multiple records at one time
What is the limit of Mass Delete?
250 records
What is a Matching Rule?
Matching Rules will detect for duplicate records by looking through the records and check for matching or similar information based on criteria you set
What is a Duplicate Rule?
A Duplicate Rule will mark records with the same or similar information as duplicates
How do Duplicate Rules detect duplicate records?
- associating a Matching Rule to the Duplicate Rule
- criteria you set within the Duplicate Rule itself
What is an External ID?
A field attribute that is used to uniquely identify fields for when you import records, fields with matching values to the External ID will upload information to that record instead of creating a new record
What is Data Export
Data Export allows you to manually or automatically export data on a schedule
What are the schedule options for Data Export?
Weekly or Monthly
What is a Report for?
To visualise data in graphs or tables