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Flashcards in Fields Deck (23):

What are examples of the Field Actions you can do in Salesforce?

Create (Capture Information)

Edit- Change Field Characteristics & Behavior

Delete- Non-Permanent Remove (Erased after 15 Days)

Erase- Permanent Removal

Undelete- Within 15 Days, Field Recovered & Prevent Erase


What is a Standard Field in Salesforce?

Fields included with Salesforce. Standard fields cannot be deleted and have limited edit ability.
Also includes specialized field types like Name that can be emulated but not replicated using custom fields.


What is a Custom Field in Salesforce?

Fields that are created by any other means. Admin can add/delete/change custom fields except those that are installed by manage packages from App Exchange.


How are Fields validated in Salesforce? Are there any exceptions?

Most field types are validated by Salesforce (e.g. you cannot enter an invalid email address into an email field, period). There are a few exceptions: picklist fields are not validated via the API, and phone fields are not validated at all.


What are Controlling Fields in Salesforce?

A field that influences one or more Dependent Fields.


What are Dependent Fields in Salesforce?

Influenced by Only ONE Controlling Field.


What are the various Field Properties an Administrator can define?

Field Label- UI
Field Name- Dev/API References


How many Unique Fields can you have in an Object?



What is the maximum amount of characters that can be entered in a Numeric Field in Salesforce?



What rule does Salesforce use for Currency Fields with regard to rounding values?

Salesforce uses the round-half-to-even tie-breaking rule for currency fields. For example, 23.5 becomes 24, 22.5 becomes 22, −22.5 becomes −22, and −23.5 becomes −24.
Values lose precision after 15 decimal places.


What is an External Lookup Relationship field type in Salesforce?

An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.


What is a Hierarchical Relationship field type in Salesforce?

Creates a hierarchical lookup relationship between users. Allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager.


What is an Indirect Lookup Relationship field type in Salesforce?

An indirect lookup relationship links a child external object to a parent standard or custom object. When you create an indirect lookup relationship field on an external object, you specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child’s indirect lookup relationship field, whose values come from an external data source.


What is a Master-Detail Relationship field type in Salesforce?

Creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security.
Not available for standard objects or external objects, although you can create a master-detail relationship field on a custom object that links to a standard object.
Master-detail relationships cannot be used with campaign members.


What is a Roll-Up Summary field type in Salesforce?

Automatically displays the record count of related records or calculates the sum, minimum, or maximum value of related records. The records must be directly related to the selected record and on the detail side of a custom master-detail relationship with the object that contains the roll-up summary field. For example, a custom field called “Total Number of Guests” displays the number of guest custom object records in the Guests related list. Not available for external objects.


Explain the difference between deleting and erasing a Custom Field in Salesforce.

When a field is deleted, it can be recovered. When a field is erased, it is permanently removed from Salesforce. Deleted fields are automatically erased after 15 days if not undeleted.


List and describe the various properties of a Field in Salesforce.

Key Attributes:

Label: How the field appears to users.
Name: How the field is referenced programmatically and via the API.
Unique: Indicates that only one record within the object can have the specified value.
External ID: Used for data operations (upsert) referencing the primary key of an external system.
Default Value: Sets the default value for records created.
Required: Ensures the field must have a value in order for a record to be saved.

By default, each object can have up to 7 (3 prior to Summer 14 Release) unique or external ID fields.


What are the Attributes of a Custom Field in Salesforce?
# Visible Lines
Calculation Options
Child Relationship Name
Data Type
Decimal Places
Default Value
Display Format
External Column Name
External Column ID
Filter Criteria
Filtering Disabled
Help Text
Is Name Field
Latitude and Longitude
Mask Character
Mask Type


Describe the capabilities of Global Picklists.

Global Picklists allow you to reuse the same set of selectable values across multiple fields. The net benefit is that you can easily update a set of picklist values in one location and this change will impact all referencing fields simultaneously.


Describe the implications of changing a Picklist Value.

Changing a Picklist Value will update existing records with that value. For instances, if you update the value, "Technology" on the field "Industry" on lead to "Information Technology:, all leads that previously displayed the industry "Technology" will be changed to "Information Technology".


Describe the implications of changing Field Types.

Changing Field Types can cause data loss.


Explain how to rename Standard Fields.

In the Customize section of App Setup under the Rename Tab Names and Labels. The Labels will change but not the inherent name.


How do you reorganize Tabs in Salesforce?

Use All Tabs (+ sign at main navigation window).