(Standard and Custom Objects 14%) Explain how to create, delete, and customize fields and page layouts

Question 1

what are the steps for creating a custom field?

Answer 1

click on object you wish to add a field to>fields and relationships>new>select data type>enter details>set field level security>add to page layouts

Question 2

what are the considerations for using picklist fields and global value sets

Answer 2

picklists standardize data, if a global value set is used then the picklist is restricted to what’s in the global value set, allows for multiple values to be selected

Question 3

describe considerations for changing field types

Answer 3

data can be lost in certain field type changes. For example changing data to number, or percent. Or changing to checkbox, auto number to any other data type will cause data loss. there are many others to consider

Question 4

identify the considerations for creating custom fields for standard and custom objects

Answer 4

they’re created to record custom data not covered in standard objects, you are limited to the amount of custom fields you can create depending on what edition you have, you can create field relationships to define the relationship between objects.

Question 5

what is the use of record and external IDs

Answer 5

Record: you need to perform data operations, write formulas and reference records using their unique Record IDs.
External: When importing custom objects, solutions, or person accounts, you can use external IDs to prevent duplicate records from being created as a result of the import operation.

Question 6

what is a picklist?

Answer 6

predefined list of values where a user can select from

Question 7

Identify the two types of apps that can be made visible to users profiles in salesforce

Answer 7

standard and custom apps.

Question 8

Identify the considerations related to the use of tabs and page layouts

Answer 8

page layouts control the layout and organization of fields, buttons, links, publisher actions, report charts, visual force, and related lists. different profiles can get different page layouts so that every profile so that each type of user can see fields relevant to them. you can customize tabs as well as the default landing tab for each app