Formulas in SF

Question 1

Cross Object Formula Fields

Answer 1

• It is created on_________record and picks up the values from_________record file.
• Is it available on Master Detail and Lookup relationships or both?
• What can a cross-object formula reference?
  Records of the same Object or Child only or Parent only

Question 2

Formula Fields

Answer 2

• On which object are they calculated - Parent, Child or same object?
• FF are calculated after saving the record and every time you open the record
• Character limits?
• Save Size limit?
• Compile size limit?
• Data types supported by FF? t,p,c

Question 3

Roll-up Summary Fields

Answer 3

• Used to calculate related child record values and DISPLAYED under parent record
• Roll-up is enabled for Lookup or Master Detail
• Field output can be displayed as
  COUNT & SUM - Number/ Currency
  MIN & MAX - Number/ Currency/ Date
• How many Rollup Summaries can be configured?

Question 4

Things to Consider Before Changing Field Data Type in Salesforce

Answer 4

Checkbox, Picklist, Auto number, Text to picklist
Date/ time, Number, Percent, Currency