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
- A custom object must be created to capture account survey data.
- Users need the ability to select an account from the survey record and view related surveys on the account record.
Which two actions can an administrator configure to meet these requirements?
- Create a lookup relationship field on the survey object. //A lookup relationship links two objects together. Adding the lookup relationship field on the survey object will allow the user to link to an account.
- Put the survey related list on the account page layout. ///Records in Salesforce include details and links to other related records. Add the related list to the account page to provide access to the releated survey.
What are the different types of relationships between objects?
- Master-detail
- Many-to-many
- Lookup: External lookup / Indirect lookup / Hierarchical
Behaviors of master-detail relationships
- Deleting a detail record moves it to the Recycle Bin and leaves the master record intact;
- deleting a master record also deletes related detail and subdetail records.
- Custom objects on the “detail” side can’t have sharing rules, manual sharing, or queues, as these require the Owner field.
- Detail and subdetail records inherit security settings and permissions from the master record
- The master-detail relationship field (which is the field linking the objects) is required on the page layout of the detail and subdetail records.
- Each custom object can have up to two master-detail relationships and up to 25 total relationships.
Many-to-many relationship
- You can use master-detail relationships to model many-to-many relationships between any two objects.
- allows each record of one object to be linked to multiple records from another object and vice versa.
- use a junction object to connect the two objects you want to relate to each other.
Relationship Limits
Each custom object can have up to two master-detail relationships and many lookup relationships.
Each relationship is included in the maximum number of custom fields allowed.
Master-Detail Relationships
Considerations
- To create multilevel master-detail relationships, you need the Customize Application user permission.
- Standard objects can’t be on the detail side of a custom object in a master-detail relationship.
- You can’t create a master-detail relationship if the custom object already contains data
- Deleting a detail record moves it to the Recycle Bin and leaves the master record intact; deleting a master record also deletes related detail and subdetail records.
- As a best practice, don’t exceed 10,000 child records for a master-detail relationship
List Views
- Create multiple filtered views of the object data:
- Customize which fields to display
- Inline Editing of records
- Mass updating of records
- View charts of the data
- Print list views
- Share filtered lists with:
- Roles / Roles & Internal Subordinates / Roles, Internal & Portal Subordinates
- Public groups
3 Perspectives of List views
View the filtered data as:
- List View
- Kanban view
- Split view
Which best describes criteria-based sharing?
- The ability to share records based on the records field values rather than record ownership
- The ability to share records based on the users field values rather than record ownership
- none of the above
- The ability to share records based on the records field values rather than record ownership
Describes role hierarchy?
In Salesforce, roles are used in securing your records based on a hierarchy. It doesn’t have to be the same as the company’s hierarchy.
Owner based sharing rule
Owner-based sharing allows you to share records based on the ownership of those records.
Standard Profiles permissions
The majority of Standard Profiles permissions cannot be changed therefore it is recommended never to use Standard Profiles in your production org. Just clone a standard profile before using it.
What is true about “CreatedbyID”, “CreatedDate”, “LastModifiedbyID”, “LastModifiedDate” fields in Salesforce? (Choose 2 answers)
- Users cannot edit these fields from the Page Layout rather through APIs and with special permissions
- They can be used in automation tools like “workflow” to auto-populate information on record creation
- Users can edit these fields from page layout
- These are “system Audit” fields
Right answers: #1 and #4
These fields are known as system audit fields, and the system itself can only change them. Users can only update it through the API.
The admin must enable user interface like “Set Audit Fields upon Record Creation” and “update Records with inactive owners” to allow users to update audit firlds through API
What can a Junction Object do?
It helps in creating a Many-to-Many Relationship. It connects the 2 objects in a master-detail relationship model
What are the 4 steps to create a many-to-many relationship?
- Creating the junction object.
- Creating the two master-detail relationships.
- Customizing the related lists on the page layouts of the two master objects.
- Customizing reports to maximize the effectiveness of the many-to-many relationship.
What are the steps to Creating the Two Master-Detail Relationships?
- 2 objects must already exist
- Create the first master-detail relationship field on the junction object. (This becomes the primary relationship) = Select one of the objects to relate to your junction object.
- Create the 2nd master-detail relationship field on the junction object.
- Select a Sharing Setting option
Which 2 objects in relation to opportunity help track the campaign contribution on an opportunity and overall sales pipeline?
- Campaign members and campaign influence
- Campaign members and Contact Roles
- Campaign influence and Contact Roles
- Opportunity Split and Campaign Influence
- Campaign influence and Contact Roles
Campaign influence is a tool that helps you attribute a % of success to influential campaigns. Enable an automatic association with contacts, which automatically creates a campaign influence record against opportunity when a campaign is related to a contact assigned as a contact role on an opportunity before the opportunity’s close date
Which standards object-related list can be added to the account page Layout? (choose 3)
- Opportunity
- Asset
- Lead
- Case
- Campaign Member
Correct answer: #1, #2, and #4
What are the different custom Lightning record page assignment options available? (Choose 3)
- Org Default
- App Assignment
- Role hierarchy Assignment
- User Assignment
- Combination of app, record type, and profile
Correct answer: #1, #2, and #5
There are 4 options for record type assignment:
- Make the page Org Default
- Make the page the default object record page for specific lightning apps
- Assign the page to a Combination of app, record type, and profile
- Assign the page to a form factor, such as a desktop or phone
