Developer Fundamentals 2 Flashcards

Programmatic and Declarative Best Practices | Governor Limits | Formula Fields | Roll-Up Summary Fields (46 cards)

1
Q

What are the three main options for customizing the Salesforce Platform?

A

Declarative Tools
Programmatic Tools
Installed Items from AppExchange

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2
Q

Do Governor Limits apply to a Flow or Process?

A

Yes, Flow and Processes still invoke transactions which are subject to governor Limits.

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3
Q

What should be avoided in Flow Loops to avoid hitting Governor Limits?

A

DML Statements

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4
Q

Complex Formulas in Flow should be avoided. True or False?

A

True, it can affect the performance of the Flow.

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5
Q

How many Processes should be used per Object?

A

When a single master process is used for an object, actions are consolidated, more organized, and results in fewer actions. This design helps avoid hitting governor limits.

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6
Q

Should you Combine Actions?

A

Yes, More actions lead to higher number of DML statements or total CPU time spent, for example. If a single action can complete the job, using multiple actions should be avoided.

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7
Q

What happens when a process creates a record, which triggers another process, and this triggered process updates a record that triggers the original process?

A

We have an Infinite Loop which can hit governor Limits.

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8
Q

What is a Formula Field?

A

Formula fields are read-only fields that automatically calculate a value based on other fields, expressions, or values.

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9
Q

When do Formula Fields Update?

A

Formula fields are automatically updated when one of the fields referred in the formula changes.

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10
Q

Is a Formula Fields Data Current?

A

Yes, A formula field calculates the latest data when it is viewed, and it can be used in reports and SOQL queries.

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11
Q

What are the Function Categories available in a Formula Field?

A

Different formula function categories are Date & Time, Logical, Math, Text, and Advanced.

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12
Q

What are the Valid Return Types of Formula Fields?

A

Checkbox, Currency, Date, Date/Time, Number, Percent, Text, or Time.

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13
Q

What are the two different types of Formulas that a Formula field can be based on?

A

Simple Formula and Advanced Formula

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14
Q

What are the Capabilities of Simple Formulas?

A

Simple formulas allow selection of one or more fields and operators such as Add / Subtract / Concatenate.

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15
Q

What are the Capabilities of Advanced Formulas?

A

Advanced formulas allow selection of one or more fields, operators and advanced functions.

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16
Q

How do you create a Formula Field?

A

When creating a new field, you select the Formula data type and then click next.

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17
Q

What is a cross object formula?

A

Cross Objects Formulas are formulas that are used to reference data from parent objects.

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18
Q

How many relationships away can a cross object formula reach?

A

A cross-object formula can reference fields from master/parent objects are up to 10 relationships away.

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19
Q

Cross-object formulas support referencing fields from objects that are related via either lookup or master-detail relationships. True or False?

20
Q

A cross-object formula used in a formula field on a child object can reference merge fields from a parent object. True or False?

21
Q

What is a Merge Field?

A

A merge field is a field that can be used in a cross-object formula to incorporate values from the current record or a related record.

22
Q

What are the Math Operators available in Formula Fields?

A

Add
Subtract
Multiply
Divide
Exponent
Parentheses

23
Q

What are the Logical Operators available in Formula Fields?

A

Equal
Not Equal
Less Than
Greater Than
Less Than or Equal
Greater Than or Equal
AND
OR

24
Q

What are the text Operators available in Formula Fields?

25
What are some use cases for Formula Fields?
Concatenate Values Access Parent Fields Cross Relationships Calculate Dates Display Images Conditional Logic Match Values Display Links Display Currency Format Text Display Address Convert Units Convert Currency Round Numbers Calculate Dates
26
What is the max amount of characters allowed in a Formula Field?
3900
27
Is Search possible for Formula Fields?
No
28
What are a Formula Fields unsupported fields?
Long Text Area Encrypted Fields Description Fields
29
What happens when you try to delete a field that is referenced in a formula field?
You cannot delete the field.
30
A field value cannot depend on another formula that references it. True or False?
True
31
What is a Roll-up Summary Field?
Roll-up summary fields are read-only fields that calculate summary data without code.
32
What is the Max number of Rollup Summary Fields per object?
25
33
Where can Roll-up Summary fields be created?
It can only be created on the master object in a master-detail relationship or on some standard relationships, such as Opportunity-Product and Account-Opportunity.
34
What do Roll-up Summary fields calculate?
Min Max Sum Record Count
35
Are Roll-up Summary fields available on lookup relationships?
Not available on lookup relationships (some exceptions for standard to standard relationships)
36
When is a roll-up summary field calculated?
It is calculated whenever any referenced detail record is saved.
37
What are the three parts of a roll-up summary field?
1. The Summarized Object 2. Roll-up Type 3. Filter Criteria
38
A roll-up summary field can be created on any standard or custom object that is on the master side of a master-detail relationship. True or False?
True
39
It is not possible to convert a master-detail relationship into a lookup relationship if there is a roll-up summary field on the parent object. True or False?
True
40
It is not possible to use a roll-up summary field as the Error Location field in a validation rule. True or False?
True
41
It is not possible to summarize Autonumber fields in a roll-up summary field. True or False?
True
42
Roll-up summary fields are not available for mapping lead fields of converted leads. True or False?
True
43
What standard relationships allow for the creation of roll-up summary fields?
- Account to Opportunity - Opportunity to Opportunity Product - Campaign to Campaign Member
44
The field being rolled up cannot be a formula field that contain dynamic date functions such as NOW() and TODAY(). True or False?
True
45
The field being rolled up cannot be a formula field that references a field on another object (cross-object field reference). True or False?
True
46
What are ways to overcome limitations on roll-up summary fields?
Flow Builder can be utilized, for example, to process child records in a lookup relationship. An Apex trigger on various DML events on the child object can be used. Third-party tools such as Roll-up Helper can be downloaded from the AppExchange. Batch/scheduled Apex can be used.