Standard & Custom Objects (14%) Flashcards
• Object architecture • Object relationships • Creating, editing, and deleting fields • Creating and assigning page layouts • Creating and assigning record types • Creating and assigning business processes • Creating custom objects
A delegated administrator at Ursa Major Solar cannot edit the Created Date field for the account record.
What reason should the administrator give for why this is occurring?
This is a System Audit field and it’s Read-Only for existing records.
Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected.
What two actions allow the administrator to provide enhanced security for this field?
Create an encrypted text field. Update field-level security settings.
Ursa Major Solar has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values.
What feature allows an administrator to maintain the same field for two different teams?
Record types
Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different Stage values.
What should the administrator update to support this requirement?
Stage Selected Values in the Sales Processes
The customer support team wants to use a different Page Layout when closing a Case.
What method should the administrator use to fulfill this request?
Case Close Page Layout
Formula Field
A read-only field whose value is evaluated from the formula or expression defined by us. You can define formula field on both standard and custom objects. Any change in expression or formula automatically updates the value of formula field You can define formula field for 7 types: (1) Number, (2) Currency, (3) Percent, (4) Date, (5) Date / Time, (6) Checkbox, (7) Text
Custom Objects
Objects, having five standard fields, created by users to address their need
Roll-up Summary Field
A roll-up summary field is custom object field that calculates values from related records or the records in a related list. Roll-up summary field is created to display a value in a master record based on the values of fields in a detail record. Roll-up summary can be defined on Master-Detail relationship only.
Lookup Field
Lookup is also a one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. Child objects are independent. Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.
Master-detail
Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail— subdetail relationship.
One-to-many
Relationship with many child objects but one Parent Object, for instance, many metro cities are associated withto one country. This kind of relationship is represented in four different forms: (1) Master-detail, (2) LookUp (loosely coupled relationship), (3) Self, (4) Hierarchical
The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they’re tracking toward their goal for quarter end. Which standard object stores information about sales deals?
a. Accounts
b. Assets
c. Products
d. Opportunities
d. Opportunities :
Correct: Opportunities are sales deals in progress. Track progress by moving each opportunity through a series of business milestones called stages, lik Prospecting, Proposal Sent, Negotiation, and Contract Signed. The goal is to “win” the opp, or move it to a final stage that represents a successful outcome for your business
A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer. Which two standard objects are related to account records? (Choose two answers.)
a. Cases
b. Campaigns
c. Opportunities
d. Leads
a. Cases
Correct. Cases is a standard object related to an account.
c. Opportunities
Correct. Opportunities is a standard object related to an account.
The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce. Which three objects have a relationship with a Campaign? (Choose three answers.)
a. Lead
b. Contact
c. Account
d. Opportunity
e. Contact Role
a. Lead
Correct. You can find the campaign related list on the Lead object A company’s campaigns typically target prospective customers (leads). Associate contacts and leads with campaigns as campaign members.
b. Contact
Correct. A company’s campaigns typically target existing customers (contacts). Associate contacts and leads with campaigns as campaign members
d. Opportunity
Correct. Opportunities are related to campaigns, and they can track which opportunities were created as a result of various campaigns.
Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?
a. ISPICKVAL
b. TEXT
c. AND
b. TEXT
Correct. IF determines if expressions are true or false. It returns a given value if true and another value if false. This is correct because you can string together multiple IFS to evaluate a specific condition with multiple outcomes.