Review

Question 1

what can be customized for standard fields?

Answer 1

field labels, field help, picklist values, auto number formatting

Question 2

what are the main custom field attributes?

Answer 2

field type, default value, required, unique and case sensitive

Question 3

What is an external ID?

Answer 3

a field that contains a unique identifier from an external system and can be used for matching records when data is imported or integrated.

Question 4

What are roll-up summary fields?

Answer 4

Fields defined on a master object that sum, min, max, count of a field in a related detail record

Question 5

what must be configured when creating a custom object?

Answer 5

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

Question 6

what are the two types of relationships that salesforce supports?

Answer 6

In salesforce, there are two types of relationships between objects: lookup and master-detail. Many-to-many is a type of master-detail relationship between objects.

Question 7

if there is a need to relate several teachers to several different classes, what type of relationship is this and what type of lookup is needed?

Answer 7

A many-to-many relationship, needing a junction object for the lookups

Question 8

what is a self relationship?

Answer 8

a lookup to a different record of the same object

Question 9

which relationship do the records inherit the security and sharing settings of the parent record?

Answer 9

master-detail

Question 10

In a master-detail relationship between a standard and custom object, which object must be the parent?

Answer 10

standard object

Question 11

what is an app in salesforce?

Answer 11

an app is a collection of tabs made visible to certain profiles. salesforce comes with standard apps, or custom apps can be created

Question 12

what can be controlled in a page layout?

Answer 12

layout of fields, buttons, links, publisher actions, report charts, visual force and related lists; related list fields, sort order and buttons

Question 13

what are a record types used for?

Answer 13

Record types are used when one object has different types or is used for different purposes. record types allow different picklist values, page layouts and business processes to be defined

Question 14

what is a business process?

Answer 14

a business process is a way to capture the lifecycle of leads, opportunities, cases and solutions

Question 15

How are business processes defined and used?

Answer 15

status field values are selected for a business process from the master picklist values. The business process is then assigned to a record types.

Question 16

what happens when a custom field is deleted?

Answer 16

The field and data is deleted temporarily. The field and the data can then be permanently deleted(erased) or undeleted(restored within 15days). after 15 days salesforce will permanently delete.

Question 17

how can formula fields be created?

Answer 17

choose the formula data type then create a formula that’s ether simple, advanced, or cross object.

Simple: Simple formulas allow selection of fields from the same object and use of operators.

Advanced: Advanced formulas allow selection of fields from the parent object and use of functions.

Cross-Object: Cross-object formulas reference merge fields on related objects for calculations that will be displayed on detail pages,list views, and reports.

Question 18

when would creating a formula field be appropriate?

Answer 18

when a read-only field is required and that is calculated based on values of fields(including fields in related objects) or based on a defined formula

Question 19

why must an administrator be cautious when changing field types

Answer 19

data loss may occur

Question 20

why would an administrator create a path?

Answer 20

To provide visual guidance for helping a user move through steps in a business process in lightning experience for custom and certain standard objects

Question 21

what the difference between record types and business processes?

Answer 21

record types control the page layout and picklist values based on the selection of record type. Business process controls stages and picklist values based on the stage of certain objects

Question 22

which type of custom field can be created to store information about the preferred contact hours of a customer?

Answer 22

time