Podcast
Questions and Answers
What is the capability of Schema Builder?
What is the capability of Schema Builder?
- Showing selected objects on the page (correct)
- Creating a new record type
- Editing custom settings
- Viewing page layout in a new window
Which rule can be configured for the Opportunity object?
Which rule can be configured for the Opportunity object?
- Assignment Rule
- Workflow Rule (correct)
- Escalation Rule
- Validation Rule
What can be done using Schema Builder?
What can be done using Schema Builder?
- Configuring validation rules
- Defining sharing rules
- Customizing record types (correct)
- Creating a new user role
In Salesforce, what does the term 'Escalation Rule' refer to?
In Salesforce, what does the term 'Escalation Rule' refer to?
What is the purpose of a Validation Rule in Salesforce?
What is the purpose of a Validation Rule in Salesforce?
Flashcards
Schema Builder's capability
Schema Builder's capability
A feature in Salesforce that allows you to customize the appearance of a record by selecting specific objects to display on a page.
Workflow Rule
Workflow Rule
An automation rule that triggers actions based on conditions met within an opportunity record, for example, sending an email notification.
Customizing record types
Customizing record types
A powerful feature within Schema Builder that allows you to tailor the way different user groups see and interact with records.
Escalation Rule
Escalation Rule
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Validation Rules
Validation Rules
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Study Notes
Schema Builder Capabilities
- Provides a dynamic environment for creating and modifying objects and relationships in Salesforce.
- Allows visualization of object schemas, making it easier to understand data structures.
- Supports drag-and-drop functionality for adding fields, relationships, and other elements without coding.
Opportunity Object Rules
- Users can configure rules to automate processes, such as escalation or approval processes for opportunities.
- Opportunity-specific criteria can be set to ensure the right actions trigger based upon defined rules.
Functions of Schema Builder
- Enables the creation of custom objects and fields seamlessly.
- Facilitates the management of relationships between different objects, ensuring data integrity.
- Assists in the definition of various field types and their properties visually.
Escalation Rule Definition
- Refers to a set of automated actions triggered when certain conditions are met regarding cases or opportunities.
- Prioritizes issues that need urgent attention to improve service and support efficiency.
Purpose of Validation Rules
- Ensures data integrity by validating input data against specified criteria before records are saved.
- Prevents entry of incorrect or inconsistent data, enforcing business rules effectively.
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