Takeaways (Week 2) Flashcards
What is Salesforce?
Salesforce is a CRM platform that allows you to create easy to use cloud based business application that helps companies stay connected to their customers.
What is CRM?
Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers.
Goal of CRM:
- stay connected to customer
- streamline processes
- improve profitability.
What is a Schema Builder?
It is a graphical tool that lets you use drag and drop to view, create and modify objects, fields, and relationships.
What are some limitations of a Schema Builder?
Can’t set field level security when making a field with schema builder and can’t make a geolocation field with schema builder
What is an ERD?
Entity-Relationship Diagram.
It visually represents the relationships between database tables
What SalesforceID has 15 char ID what has 18 char ID? What is the difference between the two?
- 15-character is case sensitive
- 18-character is case insensitive
18 character:
URL, List View, SOAP API, APEX, Visualforce
15 character
Report, Formula
What are some data types that can be used for custom fields?
Numeric Data Types
Checkbox/picklist
Formatted text data types (email, phone number, URL)
Calendar Data Types - Date or Time
Text Data Types - Text, Text Area, Encrypted
Calculation Data Types - Auto Number, Formula, Roll-Up Summary
https://www.forcetalks.com/salesforce-topic/list-examples-of-custom-field-types-in-salesforce/
What is field dependency?
The values in the dependent picklist will vary based on the value of the controlling field.
“controlling picklist” + “dependent picklist” or “checkbox” + “dependent picklist”
What kind of fields can be “Controlling Fields”?
Standard Picklist
Custom Picklist
Checkbox
What kind of fields can we define as “Dependent Field”?
Custom Picklist
Multi-Select Picklist
What is a junction object?
It is a custom child object with two master detail-relationship.
It allows you to model a “many-to-many” relationship between two objects.
What is the difference between master-detail and lookup relationship?
L: Parent is not required by default
M: Parent field on child is required
—————————————-
L: no impact on security and access
M: access to parent determines access to children
—————————
L: deletion removes value in lookup field;
can specify alternative behaviors
M: deleting parent automatically deletes children
———————-
L: can be multiple layers deep
M: up to 3 layers deep. standard object cannot be child
—————-
L: child can have 40 parents
M: child can have 2 parents
——————
L: lookup field on page layout depends on required/optional choice
M: lookup field on page is required
—————-
L: roll-up summary fields not allowed
M: roll-up summary fields allowed
What are the four levels of security? Explain.
Org, Object, Record, Field
Org Level Security - when and from where users can access the system
Object level security - table in the database
- controls access to the table itself via a combination of profile and permission sets
Record - individual rows in that table
- controls access to individual rows in that table by being the record owner or gaining access through sharing.
(ownership & sharing)
Field - columns in that table
- controls access to the columns through the use of profile and permission sets
If you want access to the title field for a record what level of access would you need?
Need to have read level access at ALL levels.
Need to have org level access to access the system in which the record is in.
Need to have read access to the object to be able to read the table.
Need to have read access to the field to be able to read the column.
Need to have read access to that specific record to be able to read the record.
What are Profiles and what do they control? Example.
Profiles set limit of what a user can do in the org. Each user has one profile.
Login time/location Tabs FLS Record Types Page Layout Custom Apps
