Standard and Custom Objects Flashcards
Lookup Relationship
Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of values in the list.
Master-Detail Relationship
Creates a special type of parent-child relationship between this object (the child/detail) and another object (parent/master) where: relationship field is required on all detail records, ownership and sharing of a detail record are determined by the master record, when a user deletes the master record all detail records are deleted, you can rollup summary fields on master record to summarize detail records.
Standard Fields
Already exist on SF objects and offer limited customization, such as ‘Opportunity Name’ and ‘Amount’
Custom Fields
Custom fields of data types, such as Picklists, can be created to store more data on objects.
Changing Field Type
Field type of a custom field can be changed, but it can cause data loss, such as changing from Text to Number
Deleting Fields
A custom field that is not referenced can be deleted if it is no longer required, but it also deletes the field data.
Standard fields cannot be deleted. Custom fields can be deleted but corresponding data will be deleted, and can’t be deleted if references somewhere else. Deleted fields can be restored within 15 days of deletion.
Custom Objects
Custom objects can be created to store additional data in Salesforce when standard objects are not appropriate.
Created to record custom data not covered by standard objects. Up to 200 custom objects can be created in Enterprise and 2000 in Unlimited/Performance edition. Relationship fields can be used to define relationships between objects.
Tabs
Used to allow access to custom objects, web pages, Visualforce pages, or Lightning pages
Apps
Collection of tabs made visible in certain profiles. Custom apps can be created while standard apps already exist.
Page Layouts
Control the layout and organization of fields, related lists, buttons, links, report charts, and other items on objects.
Creating a Custom Field
Select Data Type > Enter Details (Description, Help Text Label, Picklist Values) > Set Field Level Security > Add to Page Layout
Picklists
Standard or multi-select list using either custom defined values or values from a global value set. If global value set is used, picklist is restricted. Picklist values can be deactivated, which doesn’t affect existing values.
Record ID Field
Globally unique read-only system type field assigned to every object in SF. IT is generated when the record is created, and every record has a 15-character case sensitive unique identifier. ID available in the URL.
External IDs
Fields that contain a unique identifier from a system outside SF. There can be up to 25 external IDs on one object. Ex. Add SAP Account Number to Account object and mark it as an external ID.
Rollup Summary Fields
Defined on the master object and available for certain object relationships such as Standard>Custom, Custom>Custom and certain standard relationships. Used to roll-up either the sum of the value of a particular field in the child object, return the min or max value, or count the number of records.
Formula Fields
Read-only fields that automatically calculate a value based on other fields or a formula. Automatically updated when one of the fields used in the formula changes.
When creating a custom object…
a new tab must be created to be able to create records via the user interface. Custom tabs can be custom object, web tabs, Visualforce tabs or Lightning tabs. Web tabs will embed a web page within a Salesforce tab.
Record Types
Allow defining different picklist values, page layouts, and business processes on standard or custom objects for different profiles. Can be used when one object is used for different purposes and gathers different information e.g. internal and external cases, or if a company gathers different information on leads. Each object has a default record master record type that is hidden. Assigning a record type to a profile gives the user the ability to create records of that record type. Users can still see records of all record types.
Business Processes
Associated with record types to define the lifecycle of leads, opportunities, cases, or solutions for different user profiles. Ability to set stage lists to route projects.
Path
Created in Lightning Experience for custom objects and some standard objects to display their lifecycle based on a picklist field. Intended to capture the lifecycle of standard objects such as Leads, Campaigns, Accounts, Contacts and Cases and are used to guide users along steps in a process.
Permission Sets
Ability to assign record types to a profile or individual.
Page Layout Assignments
Specified for every record type, even when a record type is not available to that profile.
Steps to Create a Record Type
- Create page layouts to be used for record types. 2. Add any additional picklist values. 3. Create record type record. 4. Assign record type to profiles. 5. Assign page layout for each profile for each record type. 6. Select picklist values for record type.
Business Processes
Capture the lifecycle of leads, opportunities, cases and solutions. Allow for different picklist values to be related to record types for sales, lead, support and solution processes.
