Salesforce Ben Object Manager and Lighting App Builder Flashcards
What is the maximum amount of fields you can set for history tracking on an object?
You can track a maximum of 20 fields per object on both standard and custom objects. You cannot track formula, roll-up summary, or auto-number fields, or certain system generated fields such as Created By and Last Modified By.
Cloudy Computing would like to see a visual representation of the Lead process when viewing Leads. As the Salesforce Administrator, what would you recommend?
Add a Path to the Lightning record page using the Lightning App Builder
Processes are linked to
Record Types
What is NOT a type of System Validation in Salesforce?
Custom validation rules
a tab is automatically created when you create a custom object?
A tab is not automatically created when you create a custom object. You have the option to add a tab at the time of creation or later.
The Telemarketing team is complaining that they do not see all relevant stages when creating and editing Opportunities. What could be the reason?
The stages have not been assigned to the relevant sales process
What is TRUE about relating a Contact to multiple Accounts?
Even with Contacts to Multiple Account enabled, a Contact must still be related to a primary Account via the ‘Account Name’ field on the Contact record.
The relationship between a Contact and its primary Account is a direct relationship. Any secondary relationships to other Accounts are indirect relationships.
What are some examples of things that can be added to a Page Layout?
Sections, blank spaces and related lists are all examples of things that can be added to the Page Layout.
When creating a custom object, what is TRUE about the Record Name field?
-the Record Name field is required
- Administrator may choose from Text
Admin may chose from Auto-Number.
The VP of Sales at Cloudy Computing has requested to display the Account ‘Rating’ field on all Opportunities. As the Salesforce Administrator, how would you fulfil this requirement?
Create a formula field on the Opportunity object that references the ‘Rating’ field on the Account object
What happens if you disable the Contact to Multiple Accounts feature?
If you choose to disable the Contact to Multiple Accounts feature, all indirect Account-Contact relationships are deleted,
**however the Primary Account (shown in the Account Name field on the Contact record) remains.
Cloudy Computing would like to display some fields from the related Account on the Case page, including ‘SLA’ and ‘Customer Priority’. What is the best way to achieve this requirement?
Create custom formula fields
*When creating a formula field, we can select objects and their fields related to our primary object. This is called a cross-object formula.**
As the Salesforce Administrator, you have been tasked with importing some records into the Contact object. Some of the picklist values included in the import file are not included in the list of values defined for a custom picklist. What could happen when you import the records?
- If the custom field uses a global value set, the records that do not meet the values defined will not be imported
- If the custom field is an unrestricted picklist, the records that do not meet the values defined will be imported
- If the custom field has ‘Restrict picklist to the values defined in the value set’, the records that do not meet the values defined will not be imported
*Selecting ‘Restrict picklist to the values defined in the value set’ will stop users from importing unapproved values through the API. A global value set always has ‘Restrict picklist to the values defined in the value set’ enabled by default and cannot be changed.
If a picklist is unrestricted, unapproved values may be imported; the values will be visible on the record, however the values will not be available to be selected in the picklist.
What can be done to organize the details page layout in Salesforce to make navigation easier?
-Create Sections
-Select Tab key order
Select 1 column or 2 column layout
Some of the marketing users are complaining that although they can see records of a specific record type, they do not have the choice to select that record type when creating records. What might be the reason?
The Marketing team profile has not been assigned the record type
**Assigning a record type to a profile grants those users the ability to create records of that record type. Even if a record type is not assigned to a profile, those users can still see records of that type – but they may not select the record type as part of the record creation process.
