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94 Cards in this Set
- Front
- Back
What are the Standard apps?
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Sales, Call Center, Marketing, Community, Site.com
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What do you use object relationships for?
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To associate an object with other objects in Salesforce
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How can you define defferent types of relationships?
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By creating custom relationship fields on an object
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How do the different object relationships differ?
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With how they handle data deletion, sharing, and required fields in page layout
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What are the different object relationship types?
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Master-detail, Lookup, Heirarchical, Many-to-Many
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How does a Master-detail relationship work?
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Closely links objects together such that the master record controls certain behaviors of the detail and subdetail report
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What is an example of a Master-detail relationship?
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(Master object) - (Detail) - (Subdetail) / (Account) - (Expense-report) - (Expense Line Item)
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T or F. When a master record is deleted, the realted detail and subdetail records are also deleted.
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TRUE
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T or F. By default, child records can be reparented in a Master-detail relationship.
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FALSE - not by default
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In a Master-detail relationship, how can a child record be reparented to a different parent record?
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By selecting the 'Allow reparenting' option in the Master-detail relationship definition
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In a Master-detail relationship, what is the owner field on a detail or subdetail record automatically set to?
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The owner of the master record
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T or F. In a Master-detail relationship, you can update/edit the owner field from a detail or subdetail record.
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FALSE - must be updated from the master record
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In a Master-detail relationship, what can custom objects on the "detail" record not have?
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Sharing rules, manual sharing, and queues
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Why can't custom objects on the "detail" side of a Master-detail relationship have sharing rules, manual sharing or queues?
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These require the owner field, which derives from the master record.
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T or F. In a Master-detail relationship, the security settings for the detail and subdetail records control the master record.
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FALSE - Vice versa
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In a Master-detail relationship, what field is required on the page layout of the detail and subdetail records?
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The master-detail relationship field
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T or F. In a Master-detail relationship, a master object can be a standard or custom object.
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TRUE
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In a Master-detail relationship, how many child records is it recommended to not exceed?
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10,000
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T or F. A Master-detail relationship on an object can only be created before the object contans record data.
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TRUE
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What is a Lookup relationship?
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Simple relationship between 2 objects. Links two objects together.
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Lookup relationships are similar to Master-detail realtionships, except for what?
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Do not support sharing or roll-up summary fields
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Give an example of a Lookup relationship.
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(Primary Object) - (Related Record) / (Job Application) - (Position Record)
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What can you do with a Lookup relationship?
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Link two different objects together.
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T or F. You can link an object with itself using a Lookup relationship.
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TRUE
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What is the one object you cannot link with iteself using a Lookup relationship, and why?
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User Object (Heirarchical) - unique standard object
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When do you have the option to include a Lookup field on the page layouts for an object, as well as create a realted list on a related objects page layout?
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When you define a Lookup relationship
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When can't you delete an object or record in a lookup relationship?
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If the combined number of records between the two linked objects is more than 100,000
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In a Lookup relationship, how many records between two linked objects stop you from being able to delete them?
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100,000
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What must you first do before deleting an object or record in a Lookup relationship?
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Delete an appropriate number of its child records
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What is a Hierarchical relationship?
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A special Lookup relationship available only for the user object
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What object is a Hierarchical relationship used for?
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User object
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What type of relationship is used primarily with the user object?
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Hierarchical
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What is a Hierarchical relationship used for?
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To associate one user with another that does not directly or indirectly refer to itself
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What is an example of a Hierarchical relationship?
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(Direct Manager) - (Analyst)
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What is a Many-to-Many relationship?
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Links each record of one object to multiple records from another object and vice versa
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What is a junction object?
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A custom object with two Master-detail relationships with a sole purpose of relating the two master objects,
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What is the purpose of a junction object?
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Simply relating two master objects.
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In a Many-to-Many relationship, a parent record cannot be deleted if how many junction objects records are associated with it?
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More than 200
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When one of the two master records have been deleted, what does a junction object's Roll-up Summary field roll up to?
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The other master/parent record
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What are the steps to create a Many-to-Many relationship?
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1. Create the junction object2. Create the two Master-detail relationships3. Customize related lists on page layouts of master objects4. Customize reports to increase effectiveness of the Many-to-Many relationships
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What is the first step to create a Many-to-Many relationship?
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Create the junction object?
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What is true in a 2 Master-detail relationship?
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2nd Master-detail relationship has no effect on the look and feel of the junction object, but sharing is done through the master object
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Where would you navigate to add a custom field for a standard object?
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Setup > Customize > (ObjectName) > Fields
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Where would you navigate to add a custom field for a custom task and event field?
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Setup > Customize > Activities > Activity Custom Fields
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Where would you navigate to add a custom field for a custom object?
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Setup > Create > Objects > (CustomObjectName)
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Where would you navigate to add a custom field for custom settings?
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Setup > Develop > Custom Settings > (NameOfSetting)
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What can you add a custom field to?
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Standard objects, custom tasks and fields, custom objects, and custom settings
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What can you use custom settings for?
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To create and manage custom data at the organication, profile, and user levels
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Where is custom settings data stored?
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In the Appliation cache
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What can use custom settings?
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Formula fields, Visualforce, Apex, and the Force.com Web Services API
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T or F. Relationship fields do not count towards custom field limits.
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FALSE
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When might field types not listed in custom field types appear?
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If our organization installed a package from the AppExchange that uses those custom field types
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T or F. The Roll-Up Summary option is available on all objects.
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FALSE - only available on certain objects
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T or F. The Field Name is automatically populated based on the Field Label you enter.
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TRUE
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What are the naming requirements for a Field Name?
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- Can only contain underscores and alphanumeric characters- Must be unique in your organization- Must begin with a letter- Cannot include spaces- Cannot end with an underscore- Cannot contain two consecutive underscores
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If a standard field and custom field have matching name or labels, what does the merge field display?
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The value of the custom field
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In what Salesforce editions can you specify a custom fields access setting per profile when creating a custom field?
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Enterprise, Unlimited and Developer Editions
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When you create a custom field, by default the field isn't visible or editable for portal profiles, unless why?
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The field is universally required
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Where is a custom field added on a oage layout? (default location)
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Last field in the first two-column section
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Where is a long text area field added on a page layout?
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The end of the first one-column section
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How do you change the label of a custom related list? (as it will appear on the page layout)
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Edit the Related List Label
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What does checking ' Append related list to users existing personal customizations' do?
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Adds the new related list(s) to page layouts that users have customized.
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In what Editions are page layouts available?
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Enterprise, Unlimited and Developer Editions
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What is the permission needed to create page layouts?
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"Customize Application"
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Where would you navigate to create a new page layout?
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Setup > Customize > (ObjectName) > Page Layouts
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Where would you navigate to create/edit page layouts for products on opportunities?
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Setup > Customize > Opportunities > Opportunity Products > Page Layouts
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Where would you navigate to create/edit page layotus for campaign members?
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Setup > Customize > Campaigns > Campaign Members > Page Layouts
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What are record types?
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Specified categories of records that display different picklist values and page layouts
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T or F. You can associate record types with profiles, to specify the picklist values and page layouts.
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TRUE
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Why would you associate record types with profiles?
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So you can specify the picklist values and page layouts
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T or F. You cannot delete a custom field that is referenced elsewhere.
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TRUE
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What happens when you delete a custom field?
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All of the field history data is deleted and changes are no longer tracked
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A background process periodically runs that removes metadata from deleted custom fields. What fields will this affect on page layouts, record types, and custom objects?
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Last Modified Date and Last Modified By fields
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How long is delete custom fields and their data stored?
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Until your organization permanentally deletes them or 45 days has elapsed, whichever happens first.
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T or F. UNtil a deleted custom field and its data is permanently deleted, it counts against the max number of custom fields.
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TRUE
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What do cross-object formulas do?
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Spans to related objects and references merged fields on those objects
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T or F. Formula field updates, also update last modified date fields.
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FALSE - they are read-only on record detail pages
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T or F. Default value formulas for a type of record can only reference fields for that type of record.
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TRUE
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T or F. Formula fields that a user can see may reference fields that are hidden or read-only using field level security.
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TRUE
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What s the formula charcter limit?
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Can contain up to 3,900 characters, including spaces, return characters, and comments
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What can you do if you reach the character limit in an unfinished formula? |
Create seperate formula fields and reference in another formula field
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What is the formula size limit?
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4,000 bytes (4MB)
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What is the formula compiled size limit?
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5,000 bytes (5MB)
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What fields can you not use with formulas? |
Long text area, encrypted, and Description fields
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T or F. Fields refenced in formulas cannot be deleted. |
TRUE
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What type of formulas cannot reference Campaign Statistic fields?
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Field updates, Approval Processes, Workflow rules, and Validation rules
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What type of formula can reference Campaign Statistic fields? |
Custom formula fields
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T or F. Date and times are always calculated using the user's timezone?
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TRUE
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The output of your formula must be less than?
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19 digits
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What is a Cross Object formula?
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A formula that spans two or more objects by referencing merge fields from related records
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What is the maximum uniqie relationships per object Salesforce allows in cross-object formulas? |
10
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T or F. You can reference cross-object formulas in Roll-Up Summary fields. |
FALSE
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When referencing a record type ina formula, what should be used instead of RecordType.Name? |
RecordType.Id
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Why is it suggested to use RecordType.Id instead of RecordType.Name when referencing a record type in a formula?
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If the record type name changes, your formula will break. Record type ID never changes
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