Object Manager and Lightning App Builder Flashcards
Data Model: How are Objects, fields, and records represented in a Spreadsheet?
Objects are tables or a tab in excel
Fields are columns
Records are rows (the data entered in the table)
Which standard object stores information about sales deals?
D. Opportunities are sales deals in progress. Track progress by moving each opportunity through a series of business milestones called stages, like Prospecting, Proposal Sent, Negotiation, and Contract Signed. The goal is to “win” the opportunity, or move it to a final stage that represents a successful outcome for your business.
Which 2 standard objects are related to account records?
A. Cases
B. Campaigns
C. Opportunities
D. Leads
A. Cases
C. Opportunities
Which 3 objects have a relationship with a Campaign?
A. Leads
B. Contacts
C. Accounts
D. Opportunity
E. Contact Roles
A. Leads
B. Contacts
D. Opportunity
UMS wants to track invoice payments on an opportunity-related list. only the finance team should see this related list. But, all users should be able to view Invoice payments Reports.
How should an admin implement this requirement?
Create a new page layout and profile for the finance team
B. Update the marketing team’s home page in the lightning App Builder
A delegated administrator user cannot edit the created date field for the account records.
What reason should the admin give?
This is a System Audit field and it’s read-only for existing records
What 2 actions allow an admin to provide enhanced security for a credit card number field?
- Create an encrypted text field
- Update field-level security settings
A renwal sales team that uses the Opportunity object wants to use many of the same picklist fields already defined but need additional unique picklist values.
What feature should the admin to maintain the same fields for 2 different teams?
Create different record types
The customer support team wants to use a different Page Layout when closing a case.
What should the admin do?
Assign Case close page Layout
The cases object additionally includes Case Close settings, which show the page layout assignments to use for each record type on closed cases
What are the formula fields and what are their specifics?
- A read-only field
- Update automatically when changes in expression
- 7 types: numbers, currency, percent, Date, Date/Time, Checkbox, and text
Custom Objects
- Objects can be created and customized to keep records to address any special needs. having 5 standards fields (Created by, Record name, Last modify by, owner)
- Can be created from setup/Object manager or from the Object Manager tab
- Can be created from spreadsheet
When creating a new custom object which optional features can be added?
- Optional Features: Allow Reports - Allow Activities - Track Field History - Allow in Chatter Groups - Enable Licensing
- Object Classification: Allow Sharing - Allow Bulk API Access - Allow Streaming API Access. When enabled, this object is classified as an Enterprise Application object. When disabled, this object is classified as a Light Application object.
- Allow Search: When enabled, users can find records of this object type when they search
- Object Creation Options: Add Notes and Attachments related list to default page layout - Launch New Custom Tab Wizard after saving this custom object
- Determine who the object tab’s is visible for
Roll-up summary fields
- A Custom object field that calculates values from related records or the records in a related list.
- Created to display a value in a master record based on the values of fields in a detail record.
- A roll-up summary can be defined on a master-Detail relationship only.
Lookup fields
- A one-to-many relationship without any effect for the 2 objects on deletion or security. Child objects are independent.
- Child objects have a separate setting. If you delete the parent object, the child object remains. A child object may or may not have a parent
Master-detail
Closely links objects together. Master object controls some behaviors of the detail and sub detail record.
One-to-many
- Relation to many child objects but only 1 parent object: 4 forms of One-to-many:
- Master-Detail
- Lookup
- Self
- Hierarchical
Lightning App Builder
A point-and-click tool to easily create custom pages for the salesforce mobile app and Lightning Experience