Standard and Custom Objects (18%)

Question 1

Field Tracking History

Answer 1

Audit trail of modifications to your company’s critical data (when & by whom). Enabling history tracking or adding additional fields will not yield any historical data. Fields longer than 255 characters (such as long text, rich text, and multi-select picklist fields) do not track values when changed (only that a change has occurred). You can track up to 20 fields per object by default (the limit can be raised by contacting Salesforce support, but may impact record save time)

Question 2

Relationship Types

Answer 2

1. Master-Detail 2. Lookup 3. Hierarchical Note: All one-to-many

Question 3

Relationships: Master-Detail

Answer 3

Ownership and sharing of detail records determined by the master record When you delete the master record, all of its detail records are deleted Master-detail relationship fields are always required on detail records Supports roll-up summary fields Once you set a master-detail relationship on detail field’s value, you can’t change it Standard objects can’t be on the detail side of a custom object in a master-detail relationship You can have up to three custom detail levels

Question 4

Relationships: Lookup

Answer 4

Own ownership & sharing Not deleted unless ‘Delete this record also’ option is selected Lookup fields not required Many Levels No support for roll-up summary fields

Question 5

Hierarchical

Answer 5

Available only for the user object Lookup field to associate one user with another that does not directly or indirectly refer to itself e.g. create a custom hierarchical relationship field to store each user’s direct manager.

Question 6

Roll-Up Summary fields

Answer 6

Available on Master-Detail only (not look-up) Maximum of 10 per object

Question 7

Picklist vs Custom Objects: Picklists

Answer 7

Values are static or nearly static Values can be maintained by an administrator All selectable values are displayed at once (drop down menu) The total number of values is relatively low (I’d suggest a maximum of 100, but the actual limits are much higher) You want to use controlling and dependent picklists The picklist value does not have any other associated data (e.g. the lead’s favorite brand is Dell; no other information about Dell is needed) Values do not need to be validated via the API Values are captured in web-to-lead submissions (web-to-lead does not support custom relationship fields). You want to capture multiple values without creating multiple records (e.g. the lead’s favorite brands are X, Y,Z; use a multi-select picklist instead of a many to many relationship)

Question 8

Picklist vs Custom Objects: Custom Objects

Answer 8

Values change frequently Values can be added/changed by users Selectable values can be searched for by users (lookup dialog box) The total number of values is high The value has associated data (e.g. the lead’s favorite brand is Dell; Dell’s address is X) Values need to be validated via the API (useful for integrations) You want to use delegated administration on your custom object

Question 9

Many-to-Many

Answer 9

Create two one-to-many relationships to a Junction Object Deleted when either associated master record is deleted and placed in the Recycle Bin. If both associated master records are deleted, the junction object record is deleted permanently and can’t be restored Can’t delete a parent record if there are more than 200 junction object records associated with it and if the junction object has a roll-up summary field that rolls up to the other parent

Question 10

Lookup Filter

Answer 10

Limits which records can be associated within an object relationship Lookup dialog only shows records that match the required criteria Mandatory: Data within the target record meet the specified criteria. If criteria is not met, the record cannot be saved. Optional: Display a warning during search, but will not outright block the record from being saved

Question 11

UI: Tabs

Answer 11

Enable search results for the custom object Enable the object as an option in the Create New menu in the sidebar Set the icon that represents the object Set the color scheme for the page layout of the icon

Question 12

UI: Sidebar

Answer 12

Create New Menu Recent Items Messages and Alerts Custom Links (same for all users per profile) Customer Portal Welcome

Question 13

UI: Home Tab

Answer 13

Sidebar Dashboard Snapshot Items to Approve Calendar Tasks Custom HTML Component (also available in sidebar)

Question 14

UI: Page Layout

Answer 14

Page Layout Assignment: Profile / Record Type

Question 15

UI: Page Layout vs Field Level Security

Answer 15

Question 16

UI: Buttons & Links

Answer 16

1. Detail Page Link
2. Detail Page Button

Same functionality as 1. except standard detail page buttons can be overridden

3. List Button

Perform actions on multiple records at once

Defined on the target (list) object added to source (detail) object page layout

Question 17

UI: Fields & Field Types

Answer 17

Create

Edit

Delete (Custom only)

Can be restored (field and data) (permenantly deleted after 15 days)

Question 18

External ID

Answer 18

Max 3 per object

Question 19

Record Types

Answer 19

Record Type influences picklists and page layout assignment

Profile determines selectable record types

Page Layout Assignment determined by Profile & Record Type

Question 20

When to use record types?

Answer 20

Different values based on another field

• No! Use Dependant/Controlling fields

Different values based on profile/process

• Yes! Use record types

Single page layout assigned per profile

• No! Use Profile Page Layout Assignment

Multiple page layouts per assigned profile

• Yes! Use Record Types + Page Layout Assignment