Trailhead Week 1 - Thursday Flashcards
data model
a way to model what database tables look like in a way that makes sense
tables of data =
objects
columns =
fields
rows =
records
an account spreadsheet or table =
Account object
- with fields and a bunch of identically structured records
Standard objects
Included with Salesforce.
- Common business objects like:
Account
Contact
Lead
Opportunity
Custom objects
Objects that you create to store info that’s specific to your company or industry
(ex) Property name, Br, Bath, Price/sq foot
Objects are___________ for your information
containers
Field Type: Identity
A 15-character, case-sensitive field that’s automatically generated for every record.
- Record’s ID = its URL.
(ex) An account ID looks like 0015000000Gv7qJ.
Field Type: System
Read-only fields that provide information about a record from the system, like when the record was created or when it was last changed.
(ex) CreatedDate
LastModifiedById
LastModifiedDate
Field Type: Name
All records need names so you can distinguish between them. You can use text names or auto-numbered names that automatically increment every time you create a record.
(ex) A contact’s name = Julie Bean.
(ex) A support case’s name = CA-1024
Field Type: Custom
Fields you create on standard or custom objects are called custom fields.
(ex) a custom field on the Contact object to store your contacts’ birthdays
__________, system, and ____________ are standard on every object in Salesforce.
Identity & Name Fields
Data Type: Checkbox
Simple “yes” or “no”
Data Type: Date or DateTime
Like birthdays or sales milestones
Data Type: Formula
A value that’s automatically calculated based on a formula that you write
(ex) a real estates commission on a home sale
You want to think about what kind of ______ you’re trying to store when you create a custom field.
Data
2 main types of object relationships
- lookup
- master-detail.
Lookup Relationships
links two objects together so that you can “look up” one object from the related items
Lookup relationships can be one-to-one or _____________.
one-to-many – “casual”
The Account to Contact relationship is one-to-many because …
…a single account can have many related contacts.
Master-Detail Relationships
one object is the master and another object is the detail
The master object controls certain ____________ of the detail object, like who can view the detail’s data.
behaviors
Typically, you use lookup relationships when objects are only related in ________ cases
some
(ex) Sometimes a contact is associated with a specific account, but sometimes it’s just a contact
Objects in lookup relationships usually work as __________ objects and have their own tabs in the user interface.
stand-alone
In a master-detail relationship, the detail object _______ work as a stand-alone
doesn’t
If a record on the master object is deleted, all its related detail records are_________ as well.
deleted
When you’re creating master-detail relationships, you always create the __________ _______ on the detail object.
relationship field
Hierarchical relationships are
only available on the User object, similar to a lookup relationship
You can use ______________ ________ for things like creating management chains between users
hierarchical relationship
Schema Builder is a tool that lets you ____________ and ______________ your data model.
visualize and edit your data model
Schema Builder is a tool that lets you _______ and _______ your data model
visualize and edit
Schema Builder is a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way ___________ throughout your system.
data flows
