Standard and Custom Objects Flashcards
• Describe the standard object architecture and relationship model. • Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields. • Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
What can be customized for standard fields?
Field Labels, Field Help, Picklist Values, Auto Number Formatting
What are the main custom field attributes?
Field Type, Default Value, Required, Unique, Case Sensitive
What is an External Id?
A field that contains a unique Identifier from an external system and can be used for matching records when data is imported on integrated.
What are Roll-up Summary Fields?
Fields defined on a master object that sum, return min or max or count of a field in a related set of detail records.
What must be configured when creating a custom object?
The Name field is a standard field that is added to custom objects to identify records. It can be text or auto-number.
What are the 2 types of relationships that Salesforce supports?
Lookup and Master-Detail. In Salesforce there are TWO types of relationship between objects: Lookup and Master-Detail. Many-to-Many is a type of Master Details Relationship between objects.
What is an App in Salesforce?
A collection of tabs made visible to certain profiles. Salesforce comes with standard apps or custom apps can be created.
What can be controlled in page layout?
Layout of fields, buttons, links, publisher actions, report charts, VisualForce and related lists. Related list fields, sort order and buttons.
What are Record Types used for?
When one object has different types or is used for different purposes. Record Types allow different pick-list values, page layouts and business processes to be defined.
What is a Business Process?
A way to capture the life-cycle of leads, opportunities, cases and solutions.
How are Business Processes defined and used?
Values for the status fields are selected for a business process from the master pick-list values. The business process is then assigned to a record type.
What happens when a custom field is deleted?
The field and data is deleted temporarily. The field and the data can then be permanently deleted (erased) or un-deleted (restored). After 15 days Salesforce will permanently delete.
How can formula fields be created?
As a simple formula using merge fields and operators or as an advanced formula using merge fields, operators and a range of functions.
When would creating a formula field be appropriate?
When a read-only field is required that is calculated based on values of fields (including fields in related objects) or based on a defined formula.
