Salesforce Admin Flashcards
What is a is a Standard Object?
Objects store records, think of it as a ‘storage unit’ for records (Similar to Tabs in a spreadsheet; it has to do with an account or business): Container of sorts contained with specific properties and values depending on it’s use-case
You can connect a lead and an account, by creating relationships between standard and custom object to use that data and to view
What are types of Standard Object
Accounts:
Contacts
Leads:
Opportunities:
Cases:
Accounts
Accounts can be seen as a business or organization
They can also be people
An object type
You can connect a lead and an account, by creating relationships between standard and custom object to use that data and to view
Contacts
Are people
The majority of the time they are related to an account
an object
Leads
Someone/business that can be a potential sale or turn into an Opportunity
Type of contact that are usually involved in a business or sales process
an object
You can connect a lead and an account, by creating relationships between standard and custom object to use that data and to view
Opportunities
Last phase of the deal/sales
Related to Sales Processes
Due to the various stages and dollar amounts, it helps Sales people or people in fundraising so they know where should spend their time and effort
An Object
Cases
They help solve a problem or issue for customers, companies or organizations
Groups or individuals can work on this object to help customers on getting the support they need
an object
Data Model:
How many objects in your Salesforce org relate to one another
Schema Builder:
a visual representations that shows the relationship between various objects in your Salesforce org
Related records/related lists:
Appears on a page layout, either through a Master-Detail relationship or a look-up relationship
Records
(Row ↔️ specific details that are within a spreadsheet)
Opportunities are sale deals, it keeps a record/status update on what actions have taken place to close the deal
Field
(Column ↕️ like categories that can be filtered), you can add custom fields as well as standard field types
Look up Relationship:
Loose relationship between 2 objects (Can be deleted and the other one still exists)
Links 2 objects together, to see related items from one object to another
Used to relate one object to another object
Relationships can be a one to one, one to many, self, external, indirect or hierarchical relationship
Accounts & Contact, Accounts & Opportunities have a special type of look up relationship
If the parent record is deleted, the child record will be deleted too
Master Detail Relationship:
Example: Account and Opportunity
Close knit relationship (if one is deleted, all will be deleted)
Standard objects must be on the master side of the relationship
Child object inherits the security setting from the master object
Can be between 2 custom objects
Can be 1 to 1, 1 to many or many to many type of relationship
Roll-up Summary Field is only available to this relationship
Used to count child records and post that on the parent record. Sample: want to know the total dollar amount of all opportunities and then display that on the account record related to those opportunities
DIFFERENCE BETWEEN ROLL-UP SUMMARY FIELD & CROSS OBJECT FORMULA (depending on selection)
Roll Up - you count the child objects and present a value on the Parent object
Cross Object - you take a value that is displayed on the parent and displaying it on the child
Create Fields
In Set up: choose an object & field > new > choose Type of Field [Field label if it is not a relationship field]>Choose a field attribute [example: is the field required?what happens if its deleted>choose page layout>save