Standard and custom objects

Question 1

What can be customized for standard fields?

Answer 1

Field labels, field help, picklist values, auto number formatting

Question 2

What are the main custom field attributes?

Answer 2

Field type, default value, required, unique and case-sensitive

Question 3

What is an external ID?

Answer 3

A field that contains a unique identifier from an external system and can be used for matching records when data is imported or integrated.

Question 4

What are roll-up summary fields?

Answer 4

Fields defined on a master object that sum, return the min, max or count of a field in a related detail record

Question 5

What must be configured when creating a custom object?

Answer 5

The name field is a standard field that is added to custom objects to identify records. It can be text or auto number.

Question 6

What are the two types of relationships that salesforce supports?

Answer 6

In salesforce, there are two types of relationships between objects: lookup and master-detail.

Many to many is a type of “master detail relationship” between objects.

Question 7

If there is a need to relate several teachers to several different classes, what type of relationship is this and what type of lookup is needed?

Answer 7

A many to many relationship, needing a junction object for the lookup’s.

(Note a many to many relationship is a type of master detail relationship between objects.)

Question 8

What is a self relationship?

Answer 8

They lookup to a different record of the same object

Question 9

Which relationship to the records inherit the security and sharing settings of the parent record?

Answer 9

Master detail

Question 10

In a master detail relationship between a standard and a custom object, which object must be the parent?

Answer 10

The standard object

Question 11

What can be controlled in a page layout?

Answer 11

Layout of fields, buttons, links, publisher actions, report charts, Visual force and related lists; related list fields, sort order and buttons

Question 12

What can record types be used for?

Answer 12

Record types are used when one object has different types. (Data types)

Record types allow different picklist values, page layouts in business processes to be defined.

Question 13

What is a business process?

Answer 13

A business process is a way to capture the lifecycle of leads, opportunities, cases and solutions.

Question 14

How are business processes defined and used?

Answer 14

Values for the status field are selected for a business process from the master picklist values. The business process is and then assign to a record type.

Question 15

Why must an administrator be cautious when changing field types?

Answer 15

Data loss may occur.

Question 16

What’s the difference between record types and business processes?

Answer 16

Record types control the page layout and pick list of values based on the selection of the record type.

Business process controls stages and then pick list values based on the stage of certain objects.

Question 17

Which type of custom field can be created to store information about the preferred contact hours of a customer?

Answer 17

Time

Question 18

What is an app in Salesforce?

Answer 18

An app is a collection of tabs made visible to certain profiles. Salesforce comes with standard apps or custom apps can be created.

Question 19

How can the formula fields be created?

Answer 19

As a simple formula, using merge fields and operators or as an advanced formula using merge fields, Operators and a range of functions.

Question 20

When would creating a formula field be appropriate?

Answer 20

When a read only field is required and that is calculated based on values of fields (including fields in related objects) or based on a defined formula.