3. Standard Objects

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Questions and Answers

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. (C)</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. (D)</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. (D)</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. (C)</p> Signup and view all the answers

What limitation exists within the Schema Builder?

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

Which statement about standard fields in Salesforce is correct?

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

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

<p>Relationship Formula. (D)</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. (D)</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. (D)</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. (A)</p> Signup and view all the answers

What type of field is considered a controlled value field?

<p>Picklist. (C)</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. (D)</p> Signup and view all the answers

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

<p>Salesforce Connect. (D)</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. (B)</p> Signup and view all the answers

Which statement best describes custom objects?

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

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

<p>Cascading Delete (C)</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. (B)</p> Signup and view all the answers

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

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

What characteristic does a standard object have?

<p>They are tied to specific Salesforce products. (D)</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. (C)</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. (A)</p> Signup and view all the answers

Which option best describes hierarchical relationships?

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

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

<p>Master field. (A)</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. (C)</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. (B)</p> Signup and view all the answers

What helps with onboarding users familiar with Salesforce?

<p>Standard objects (D)</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. (A)</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. (C)</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. (D)</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. (A)</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. (A)</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. (A)</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. (D)</p> Signup and view all the answers

Why might someone choose to use Salesforce Connect?

<p>To access and synchronize external data sources seamlessly. (A)</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. (D)</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. (A)</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. (D)</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. (A)</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. (B)</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. (B)</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. (C)</p> Signup and view all the answers

Which field type is required to implement a dependent field?

<p>Picklist (B)</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. (C)</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. (A), Custom objects are created by Salesforce users. (C)</p> Signup and view all the answers

What does a junction object facilitate in Salesforce?

<p>Many-to-many relationships between objects. (B)</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. (D)</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. (D)</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. (C)</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. (B)</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. (C)</p> Signup and view all the answers

What is the purpose of default values in fields?

<p>To provide users with pre-filled options. (C)</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. (B)</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. (D)</p> Signup and view all the answers

Flashcards

Schema Builder

A visual tool in Salesforce for viewing and editing an organization's data model (objects, fields, and relationships).

Standard Objects

Predefined objects that come with Salesforce, like "Account", "Contact", "Opportunity", and "Product".

Standard Fields

Fields that are included with standard objects, such as "AnnualRevenue" in the "Account" object.

Schema Builder Relationships

A visual representation of relationships between objects, like a 'master-detail' relationship. However, it is not as comprehensive as an ERD.

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Auto-Layout Function

Allows you to arrange objects and fields in the Schema Builder, though it may require manual adjustments.

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Objects

The foundation of your Salesforce data, forming the tables or sheets that hold your data.

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Records

An individual row in an object, representing a specific instance of data.

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Schema Builder vs ERD

The Schema Builder is not an ERD (Entity Relationship Diagram). It provides more detailed information than an ERD, like a "Carfax report" compared to a "window sticker".

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Salesforce Connect

Allows viewing, searching, and modifying data stored outside of Salesforce.

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External Objects

Objects that interact with data outside Salesforce, similar to custom objects, but with API names ending in '__x'.

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External Objects: Data Access

Data is accessed in real time using Salesforce Connect, but limited to specific field types.

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Salesforce Connect Integration

Adapters (e.g., cross-org, OData) used to connect to external systems.

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Benefits of External Objects

Allows working with external data without copying it into Salesforce, preventing stale data and unnecessary storage.

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External Object Relationships

Relationships involving external objects, such as Lookup, External Lookup, and Indirect Lookup.

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Lookup Relationship

Standard lookup to a standard or custom object with a Salesforce ID as a foreign key.

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External Lookup Relationship

Parent is an external object.

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Indirect Lookup Relationship

Parent is standard or custom object, the foreign key is not a Salesforce ID, but a custom field with External ID and Unique attributes.

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Importance of Record IDs

Record IDs help ensure consistent and unique record identification across all of Salesforce in all orgs.

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Custom Fields

Customizable fields created by admins to extend the functionality of objects.

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Formula Fields

Custom fields calculated from formulas whenever they are viewed.

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Formula Field Features

Formula fields can use fields from parent objects using dot notation and reference information about the current session with a '$' prefix.

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Adapters (in Salesforce Connect)

A software component that acts as a bridge between Salesforce and external systems, allowing you to connect to various data sources using different protocols.

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When are Formula Fields most useful?

Formula fields are most useful for displaying dynamic values that depend on other fields, such as calculating totals, performing calculations, or retrieving data from related records.

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Custom objects

Custom objects are user-created data structures that allow you to store unique data not covered by standard objects.

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ERD (Entity Relationship Diagram)

An Entity Relationship Diagram (ERD) is a visual representation of the relationships between objects in a database. It uses shapes and lines to show how objects connect.

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Master-Detail Relationship

A master-detail relationship is a strong link between two objects, where the parent (master) controls the child (detail). If the master is deleted, the detail is also deleted.

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Junction Object

A junction object is a custom object used to create a many-to-many relationship between two other objects. It acts as an intermediary to link them.

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One-to-many Relationships

They represent a one-to-many relationship where one record in the 'parent' object can have multiple related records in the 'child' object.

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Defining Custom Fields

A custom field is a field you create to store specific data within an object

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Understanding Salesforce Records

A record is a specific instance of an object, holding all the data related to that instance.

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Understanding Salesforce Fields

A field is a specific piece of data that you can store within a record. Examples of fields include Name, Phone Number, Email, and Description.

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Required Fields

A custom field can be set to 'required' on save to ensure that a value is provided for it before a record can be saved.

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Field Level Security

It allows you to control the visibility and accessibility of fields for different users.

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Master-Detail Relationship Chains

A master-detail relationship can only be chained up to 3 times, resulting in 4 related objects. Each object has a master-detail relationship with its child object.

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Roll-Up Summary Fields

Roll-up summary fields allow you to aggregate data from related detail records into the master record. You can count records, calculate max, min, and sum of fields.

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Connecting Two Objects

Junction objects allow you to create many-to-many relationships by acting as a bridge between two other objects to link them.

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Dependent Field

A field that restricts its options based on the value of another field.

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Controlling Field

The field that determines the available options in a Dependent Field.

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Auto Number Field

A type of custom field where the value automatically increases with each new record.

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Cascade Delete

A field that links two objects together, where deleting the parent record can also delete related child records.

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API Name

A unique name used to identify a field or object within Salesforce, used in automation and programming.

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Entity Relationship Diagram (ERD)

A diagram that shows the objects in a database and how they are related to each other.

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Salesforce Data Modeling

The process of planning and designing the structure of your Salesforce data, ensuring it meets your business needs.

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Cross-Object Formula

A field on a related object that allows data from another record to be displayed within a formula field.

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External ID

A custom field attribute used to link records from external systems, making them accessible within Salesforce.

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Hierarchical Relationship

A specific lookup relationship used only for the User object, defining hierarchical structures like managers and subordinates.

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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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