SF 201 Cert Flashcards
Become Certified in Salesforce Admin Position
Auto Number
A system generate sequence number that uses a display format you define. The number is automatically incremented for each new record.
Formula
A read- only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change.
Roll- Up Summary
A read- only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list.
Look Up Relationship
Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a pop up list. The other object is the source of the values in the list.
Master- Detail Relationship
Creates a special type of parent- child relationship between the object (the child or “detail”) and another object (the parent, or “master”) where:
- The relationship field is required on all detail records
- The ownership and sharing of a detail record are determined by the master record.
- When the user deletes the master record, all detail records are deleted.
- You can create roll up summary fields on the master record to summarize the detail records.
The relationship field allows the user to click on the lookup icon to select a value from a pop-up list. The master object is the source of the values in the list.
External Lookup Relationship
Creates a relationship that links this object to an external object whose data is stored outside the Salesforce org.
Checkbox
Allows users to select a True (checked) or False (unchecked) value.
Currency
Allows users to enter a dollar or other currency amount and automatically formats the field as a currency amount. This can be useful if you export data to Excel or another spreadsheet.
Date
Allows users to enter a date or pick a date from a popup calendar.
Date/ Time
Allows users to enter a date and time, or pick a date from a popup calendar. When users click a date in the popup, that date and the current time are entered into the Date/Time field.
Allows users to enter an email address, which is validated to ensure proper format. If this field is specified for a contact or lead, users can choose the address when clicking Send an Email. Note that custom email addresses cannot be used for mass emails.
Geolocation
Allows users to define locations. Includes latitude and longitude components, and can be used to calculate distance.
Number
Allows users to enter any number. Leading zeros are removed.
Percent
Allows users to enter a percentage number, for example, ‘10’ and automatically adds the percent sign to the number.
Phone
Allows users to enter any phone number. Automatically formats it as a phone number.