(Standard and Custom Objects 14%) Describe the standard object architecture and relationship model Flashcards
what are the two types of objects in salesforce?
standard and custom
what are standard objects?
they are pre-built objects in salesforce giving the org an initial data model
examples of standard objects are?
campaigns, leads, accounts, contacts, opportunities and cases
what are custom objects
are those that an administrator creates and defines specifically for a use case
what does both standard and custom objects come with?
standard fields but can be expanded with custom fields
can standard objects be hidden from a user?
yes
can a standard objects be deleted?
no never
can standard objects be renamed?
yes
what are the main standard objects?
Account, Contact, Lead, Campaign, Opportunity, Case, Solution, User
Types of object relationships
master-detail and lookup
what is a master detail relationship?
-Tightly relates two objects through a parent-child relationship.
what is a lookup relationship.
-A loose relationship between objects
where can related records from look-up or master-detail relationships be seen?
related lists on page layout. related list on the parent record displays related child records
use of a lookup relationship
Links objects together so users can see related items from one object on another
what regular and special relationships can a lookup relationship have?
-can be one-to-one, one-to-many, self, external(external object is the parent), indirect( external object is the child), or hierarchical ( only for user object, allows for a lookup relationship between two users for a custom hierarchy that allows you to point to the next higher up)
what relationships can master detail relationship have?
-can be one-to-one, one-to-many, or many-to-many
self relationship
Lookup relationship to the same object. e.g an account connected to another account field
external relationship
special lookup relationship where the parent is the external object
indirect relationship
special indirect relationship where the child is the external object
hierarchical relationship
special lookup relationship with a user object only
what does a lookup relationship not inherit unlike a master-detail relationship?
sharing and security settings from another object
what happens if a master record is deleted?
all of the detail records are deleted as well unless the “allow reparenting” setting is enabled.
what does enabling allow reparenting setting do?
allows detail records to be associated with another master record when a master record is deleted
what must be true for standard objects to have a relationship with a custom object?
The standard objects must be on the master side.
Which is the master if a standard and custom object are related in a master-detail relationship?
the standard object will always be the master in a master detail relationship between a standard and custom object
what relationship can create a roll-up summary?
master relationship only!
what is a roll-up summary
master detail relationship where there’s a master and several child records. roll up summary updates the sum of the data and inputs it on a field depending on what the formula is. You can get the sum of numbers from all the child records, the minimum number, maximum number ect. it just combines that data and gives you one view on master record
What do standard and custom objects become when combined?
become a part of a larger data model through relationships between the objects. those relationships can be tightly define through master detail or more loosely defined with a lookup relationship.
when are relationships used in salesforce?
when there’s a need to relate records in an object with records in a different object.
how can you customize a standard object?
create a relationship or add fields
what does parent mean?
the record the user is looking up. The one with the most records.
what does child mean?
The object that has a lookup field that refers to data from the parent
which relationship can have a many to many relationship?
master-detail
what are the security setting of a child object in a master detail relationship?
child object inherits the sharing and security settings of the parents object and has no settings of its own
what are the security settings of a child object in a lookup relationship?
Do not inherit the sharing and security settings from another object unlike- master detail. As a consequence of not having to manually relate an object to another.
how are many-to-many relationships implemented?
with the use of a junction object, which sits between 2 other objects and has a master detail relationship with both
if you have a relationship with a custom and standard object which one is on the master side?
the standard object
can a standard object ever be on the detail side?
no! never! ever!
how many total relationships can you have on one object?
40
how many master detail relationships can you have in one object?
2
how many lookup relationships can you have on a object?
40 *max total
which side will the foreign key land on in a object relationship
on the many side of a many - one
