3. Standard Objects
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What is the primary function of External Objects in Salesforce Connect?

  • To store external data within Salesforce permanently.
  • To create custom objects that follow the same structure as Salesforce standard objects.
  • To connect Salesforce to other Salesforce instances.
  • To interact with external data in real-time without storing it. (correct)

    • What is required for Salesforce Connect to access external systems?

  • Adapters like OData to facilitate connections. (correct)
  • Custom Apex code to handle connections.
  • User permissions set to enable accessing external data.
  • A Salesforce subscription for data storage.

    • When are Formula Fields particularly useful?

  • For displaying static text values in reports.
  • When you want to perform batch processing of data.
  • When you need to store historical data records.
  • To calculate values dynamically based on other fields. (correct)

    • How do Formula Fields compute their values?

    <p>Using a defined formula every time they are viewed.</p> Signup and view all the answers

    In what scenario is it preferable to use Salesforce Connect instead of storing data in Salesforce?

    <p>When the external system serves as the main reference for the data.</p> Signup and view all the answers

    What is the primary purpose of the Schema Builder in Salesforce?

    <p>To view and edit an organization's data model.</p> Signup and view all the answers

    Which of the following statements is true regarding the Schema Builder?

    <p>The Schema Builder allows visualization of both lookup and master-detail relationships.</p> Signup and view all the answers

    What limitation exists within the Schema Builder?

    <p>It can become overwhelming with too many objects displayed.</p> Signup and view all the answers

    Which of the following is NOT a characteristic of standard objects in Salesforce?

    <p>They can be deleted if no longer needed.</p> Signup and view all the answers

    Which statement best describes the relationship between objects and records in Salesforce?

    <p>Objects are tables in a database, and records are individual rows in those tables.</p> Signup and view all the answers

    What is a best practice when using the Schema Builder?

    <p>Focus on a specific object or group of objects.</p> Signup and view all the answers

    Why might a user prefer using the Schema Builder over the Object Manager?

    <p>Schema Builder requires less time to navigate between objects.</p> Signup and view all the answers

    What analogy is used to describe the difference between a Schema Builder and an ERD?

    <p>ERD is compared to a window sticker, while Schema Builder is like a Carfax report.</p> Signup and view all the answers

    What is the primary purpose of Salesforce Connect?

    <p>To allow real-time interaction with external data without copying it into Salesforce.</p> Signup and view all the answers

    Which field types are not supported by external objects in Salesforce Connect?

    <p>Auto Number and Picklist (Multi-Select) fields.</p> Signup and view all the answers

    What distinguishes an External Lookup from a standard Lookup relationship?

    <p>An External Lookup has the parent object as an external object.</p> Signup and view all the answers

    Which statement about standard fields in Salesforce is correct?

    <p>Identity and System fields are read-only.</p> Signup and view all the answers

    What is a unique characteristic of record IDs in Salesforce?

    <p>Both 15-character and 18-character IDs are generated automatically by Salesforce.</p> Signup and view all the answers

    What does the 'Custom Fields' category include in Salesforce?

    <p>Fields created as read-only or relationship fields.</p> Signup and view all the answers

    Which type of relationship allows a standard object to link to an external object using a custom field?

    <p>Indirect Lookup Relationship.</p> Signup and view all the answers

    Which of the following is NOT a type of formula field in Salesforce?

    <p>Relationship Formula.</p> Signup and view all the answers

    What must be done to create an external object in Salesforce?

    <p>Sync with an external data source or create it manually.</p> Signup and view all the answers

    In which scenario would you most likely use a formula field?

    <p>To calculate values dynamically based on other fields.</p> Signup and view all the answers

    Which characteristic of identity fields in Salesforce is true?

    <p>They are always assigned a unique identifier upon creation.</p> Signup and view all the answers

    What type of field is considered a controlled value field?

    <p>Picklist.</p> Signup and view all the answers

    How is the return type of a formula field determined?

    <p>It is defined when the formula is created.</p> Signup and view all the answers

    Which feature of Salesforce allows for real-time data interaction with external systems?

    <p>Salesforce Connect.</p> Signup and view all the answers

    What is one main advantage of using standard objects over custom objects?

    <p>They reduce development time and setup effort.</p> Signup and view all the answers

    Which statement best describes custom objects?

    <p>They can represent unique data sets that standard objects cannot.</p> Signup and view all the answers

    In a master-detail relationship, what happens when the parent record is deleted?

    <p>All related child records are deleted.</p> Signup and view all the answers

    What is the purpose of a junction object?

    <p>To allow for a many-to-many relationship between two objects.</p> Signup and view all the answers

    What feature allows a master object to influence the behavior of its details?

    <p>Cascading Delete</p> Signup and view all the answers

    Which of the following describes a lookup relationship?

    <p>It allows for a loose connection between two objects.</p> Signup and view all the answers

    What is the maximum depth a master-detail relationship can be chained?

    <p>Four levels</p> Signup and view all the answers

    What characteristic does a standard object have?

    <p>They are tied to specific Salesforce products.</p> Signup and view all the answers

    Which of the following is NOT a feature of master-detail relationships?

    <p>Details can exist independently of their masters.</p> Signup and view all the answers

    What do roll-up summary fields do in a master-detail relationship?

    <p>Calculate maximum, minimum, and sums from detail records.</p> Signup and view all the answers

    Which option best describes hierarchical relationships?

    <p>A type of master-detail relationship on User objects.</p> Signup and view all the answers

    Which field must a custom object with master-detail relationships include?

    <p>Master field.</p> Signup and view all the answers

    In what scenario should custom objects be used?

    <p>When unique data storage needs are not met by standard objects.</p> Signup and view all the answers

    What happens to a lookup field when the parent record is deleted?

    <p>The lookup field is automatically cleared.</p> Signup and view all the answers

    What helps with onboarding users familiar with Salesforce?

    <p>Standard objects</p> Signup and view all the answers

    What purpose does the Schema Builder serve in Salesforce?

    <p>It visualizes relationships and allows the creation of objects and fields.</p> Signup and view all the answers

    In which situation would a Custom Object be preferred over a Standard Object?

    <p>When the standard object does not meet specific organizational needs.</p> Signup and view all the answers

    How do Lookup Relationships differ from Master-Detail Relationships?

    <p>Deleting a record in a Lookup does not affect related records.</p> Signup and view all the answers

    What is an example of a situation that requires the use of a Junction Object?

    <p>Connecting multiple records from two objects in a many-to-many relationship.</p> Signup and view all the answers

    What characteristic uniquely identifies a Standard Object in Salesforce?

    <p>It comes with pre-defined fields and cannot be deleted.</p> Signup and view all the answers

    What is the primary purpose of an External ID in Salesforce?

    <p>To facilitate indirect lookups for records from external systems.</p> Signup and view all the answers

    Which statement accurately describes the use of Hierarchical Relationships?

    <p>They are exclusive to the User object for specific use cases.</p> Signup and view all the answers

    Why might someone choose to use Salesforce Connect?

    <p>To access and synchronize external data sources seamlessly.</p> Signup and view all the answers

    What is a defining feature of a Roll-Up Summary Field?

    <p>It summarizes calculations based on detail records of a master object.</p> Signup and view all the answers

    What is true regarding the differences between Master-Detail and Lookup Relationships?

    <p>The deletion of a master record will automatically delete related detail records in Master-Detail Relationships.</p> Signup and view all the answers

    What does the term 'record' refer to in Salesforce?

    <p>An instance of an object representing a single entry in a table.</p> Signup and view all the answers

    When is it most appropriate to use a Formula Field?

    <p>To provide a value calculated from other fields within the same record.</p> Signup and view all the answers

    What does an Entity Relationship Diagram (ERD) primarily illustrate?

    <p>A high-level overview of objects and their relationships.</p> Signup and view all the answers

    What is the main function of the External Lookup Relationship in Salesforce?

    <p>It allows you to link an external object to a Salesforce record.</p> Signup and view all the answers

    What is the primary advantage of using a formula field in Salesforce?

    <p>Automatically updates when related fields change.</p> Signup and view all the answers

    Which field type is required to implement a dependent field?

    <p>Picklist</p> Signup and view all the answers

    What happens when you convert a field to be part of a field dependency?

    <p>It does not affect existing records.</p> Signup and view all the answers

    What distinguishes a standard object from a custom object in Salesforce?

    <p>Standard objects come with pre-defined fields.</p> Signup and view all the answers

    What does a junction object facilitate in Salesforce?

    <p>Many-to-many relationships between objects.</p> Signup and view all the answers

    How does a lookup relationship differ from a master-detail relationship in terms of deletion?

    <p>Deleting a parent record has no effect on child records by default.</p> Signup and view all the answers

    Which of the following is NOT a characteristic of a controlling field?

    <p>Is always displayed on layouts.</p> Signup and view all the answers

    What is the primary function of an Entity Relationship Diagram (ERD)?

    <p>To represent objects and their relationships in a database.</p> Signup and view all the answers

    Which of the following is true regarding custom objects?

    <p>They can fit specific business needs when standard objects are inadequate.</p> Signup and view all the answers

    What limitation exists for master-detail relationships in Salesforce?

    <p>A detail record cannot exist without a master record.</p> Signup and view all the answers

    What is the purpose of default values in fields?

    <p>To provide users with pre-filled options.</p> Signup and view all the answers

    What is a significant characteristic of a cascading delete in Salesforce?

    <p>It ensures all related child records are deleted automatically.</p> Signup and view all the answers

    Why might a user choose to utilize a multi-select picklist as a dependent field?

    <p>It supports unlimited selections from options.</p> Signup and view all the answers

    Study Notes

    Salesforce Data Model & Schema

    • Schema Builder: A visual tool in Salesforce for editing data models (objects, fields, relationships). It's more detailed than an ERD, offering comprehensive data model visualization.

    • Schema Builder Features: Visualizing object relationships (lookup, master-detail), creating/adding custom objects and fields, arranging objects with auto-layout (though sometimes needing refinement).

    • Schema Builder Limitations: Cannot create geolocation fields, set field-level security, or add fields to page layouts directly. Can be overwhelming with too many objects displayed at once.

    • Schema Builder Best Practices: Focus on specific objects for visualization instead of displaying everything, utilize the "Objects" and "Elements" tabs for selection and creation.

    • Standard Objects: Predefined objects in Salesforce (e.g., Account, Contact, Opportunity, Product) for common business needs. Cannot be deleted/renamed, but labels can be modified.

    • Standard Object Characteristics: Cannot be deleted, API names are fixed, labels in the UI can be changed.

    • Custom Objects: Created by users with admin permissions for unique data. Includes standard fields (Id, Name, CreatedDate, etc.) and can be modified or deleted. API names end in "__c." Includes more options for features (e.g., "Allow Reports").

    • ERDs (Entity Relationship Diagrams): Visual tools showing objects and relationships in a database. Typically simpler than Schema Builder, used to get a basic overview.

    • Lookup Relationships: A loose connection between objects. Deleting one record doesn't delete the other, options for field clearing/blocking deletion. "Cascade delete" option on custom child objects controlled via Salesforce.

    • Master-Detail Relationships: Tightly coupled relationship where the parent (master) object controls child (detail) behaviors. Deleting the parent deletes children. Cannot chain master-detail relationships more than 3 times. Owner of child is inherited from the parent.

    • Junction Objects: Custom object with two master-detail relationships for many-to-many relationships between objects. Deleting an object on one side does not affect the object on the other, unlike master-detail.

    • Salesforce Connect & External Objects: Access and manage external data in Salesforce; external objects act like custom objects but store the info outside Salesforce. Data synchronization is done by setting configurations. External objects cannot have fields that are specific to their external source.

    • External Object Relationships: Relationships involving external objects, often including lookup (using Salesforce IDs), External Lookup (parent is an external object), and Indirect Lookup (foreign key is a custom external ID field) relationships.

    • Standard Fields: Identity (Id), Name, Object-specific, System (audit fields like CreatedDate, CreatedBy). Cannot be deleted or changed data type.

    • Record IDs: Unique identifiers for records in Salesforce (15-char or 18-char depending on the context).

    • Custom Fields: Allow customizing objects with various data types (e.g., number, text, date, lookup, master-detail). End with "__c" in API names.

    • Formula Fields: Custom fields that calculate values based on formulas. Do not store their calculated values, but rather the formula used to generate it. Use either Simple or Advanced Formula editor.

    • Dependent Fields: Picklists whose options are restricted based on the value of another field (controlling field). Controlling field is almost always a picklist itself.

    Salesforce Data Modeling Fundamentals Quiz

    • Schema Builder vs. ERD: Schema Builder is a detailed Salesforce tool, while ERD is a simplified diagram.

    • Schema Builder Purposes: Visualizing object relationships, creating/adding custom fields and objects.

    • Standard vs. Custom Objects: Standard Objects are prebuilt, while Custom Objects are created for specific organizational needs.

    • Custom Objects vs. Standard Objects: Use custom objects when standard objects do not fit specific needs.

    • Lookup vs. Master-Detail: Lookup is a loose connection, while Master-Detail is tight; deleting the parent in Master-Detail also deletes children records.

    • Junction Objects: Used for many-to-many object relationships.

    • Salesforce Connect and External Objects: Access external data in Salesforce, storing that data outside of the Salesforce org.

    • Formula Fields: Custom fields that calculate values based on formulas, useful for dynamically calculated values.

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    Test your knowledge on Salesforce Connect and the Schema Builder! This quiz covers key functionalities, requirements, best practices, and comparisons related to Salesforce's capabilities for managing external data and schema design. Challenge yourself with questions and see how well you understand these critical components of Salesforce.

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