Data Modeling Flashcards
A ____ ___ ____ and ____ must be unique for that object to avoid merge and display issues.
custom field name and label
For example, if you create a field label called Email and a standard field labeled Email already exists, the merge field may be unable to distinguish between them. Adding a character or a qualifier to the custom field name makes it unique. For example, Email2 or Email Lead
Where do you create customize fields
Setup, Object Manager
How do you update support plan information on an account?
App Launcher - Service - Accounts - Details
______ picklists help users enter accurate and consistent data. A ______ picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field.
dependent, dependent
_____ fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.
Controlling
How to create a dependency between fields
Setup, Object Manager tab, “choose your area”, Fields & Relationships, Field Dependencies, New
The field that drives filtering is called the “_____ field.”
controlling
The field that has its values filtered is called the “____ field.”
dependent
How to create a new support process
Setup, Home tab, support processes, new
____ values specific to a situation reduce your users’ frustration and improve accuracy over a generic bucket where a catch-all would be otherwise selected.
Picklist
How to add picklist Values
Setup, Object Manager, Case, Field & Relationships, Type
____ ___ define conditions that determine how leads or cases are processed.
Assignment rules
_____ rules automatically escalate a case when it meets the criteria you choose.
Escalation
main features of Salesforce Identity
Single sign-on Connected apps Social sign-on Multi-factor authentication My Domain Centralized user account management User provisioning App Launcher
___ is required for all users who log in to the Salesforce UI
MFA - Multi-Factor Authentication
Here are the three protocols that Salesforce and other identity vendors follow to implement identity solutions.
SAML
OAuth 2.0
OpenID Connect
____ is the protocol that makes moving seamlessly between Salesforce orgs and applications without logging in repeated happen
Security Assertion Markup Language (SAML)
SAML is an ___-based protocol
XML
_____ is an open protocol used to allow secure data sharing between applications. The user works in one app but sees the data from another
OAuth (Open Authorization) 2.0
When developers want to integrate their app with Salesforce, they use ___
OAuth APIs
examples:
A mobile app that pulls contacts from a Salesforce org uses OAuth.
A Salesforce org that gets contacts from another service also uses OAuth
_____ adds an authentication layer on top of OAuth 2.0 to enable secure exchange of user information
OpenID Connect protocol
OpenID Connect is built for today’s world of social networks.
____ means who a person is. These days, authentication is often used as shorthand for authorization and authentication.
Authentication
____ means what a person can do.
Authorization
____ specifies the set of rules that enable systems to exchange information. Generally, the term protocol and standard are used interchangeably.
Protocol
