1. Declarative Design: Salesforce Objects and Design Principles
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Questions and Answers

Which object is specifically used for Opportunity Management in Salesforce?

  • Lead
  • Campaign
  • Case
  • Quote (correct)

    • What distinguishes a Person Account from a Business Account in Salesforce?

  • Person Accounts cannot be used in B2B contexts.
  • Business Accounts do not have associated Contacts.
  • Person Accounts combine Account and Contact fields into one record. (correct)
  • Person Accounts are only used for businesses.

    • Which object is NOT part of the Activity Management category in Salesforce?

  • Task
  • Case (correct)
  • Activity
  • Event

    • Which of the following objects would you use for managing customer support and case management?

    <p>Work Order</p> Signup and view all the answers

    Which category includes the objects Contract and Order?

    <p>Order Management</p> Signup and view all the answers

    What are the main types of objects that can be used to create a data model?

    <p>Standard Objects and Custom Objects</p> Signup and view all the answers

    Which of the following is NOT a feature of standard objects?

    <p>Can be created by administrators</p> Signup and view all the answers

    What type of relationship relies on the impact of parent or child object deletion?

    <p>Master-Detail Relationship</p> Signup and view all the answers

    Which statement about custom objects is correct?

    <p>They provide flexibility for an organization’s needs.</p> Signup and view all the answers

    What is the primary purpose of Schema Builder in Salesforce?

    <p>To visualize and configure the data model</p> Signup and view all the answers

    Which of the following best describes the limitations of standard fields in custom objects?

    <p>They can be added to meet specific requirements.</p> Signup and view all the answers

    Which of the following is an example of a standard object?

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

    What is the primary purpose of an Opportunity in Salesforce?

    <p>To track the progress of sales deals.</p> Signup and view all the answers

    Which object is used to track the prices of products and services in Salesforce?

    <p>Price Book</p> Signup and view all the answers

    What is contained within a Quote in Salesforce?

    <p>Products, discounts, and quantities.</p> Signup and view all the answers

    What defines the terms of doing business with a customer in Salesforce?

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

    What does an Asset represent in Salesforce?

    <p>Products customers have purchased.</p> Signup and view all the answers

    What is the primary function of a Case in Salesforce?

    <p>To track customer issues.</p> Signup and view all the answers

    What is a Work Order used for in Salesforce?

    <p>To track requests for products and services.</p> Signup and view all the answers

    What do Work Order Line Items represent in Salesforce?

    <p>Subtasks for a work order.</p> Signup and view all the answers

    Which object is used to track meetings with customers or colleagues?

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

    What information is typically included in a User record in Salesforce?

    <p>Unique username, email, and profile settings.</p> Signup and view all the answers

    What is a characteristic feature of a Master-Detail relationship?

    <p>Deleting the master record deletes all associated detail records.</p> Signup and view all the answers

    Which type of relationship allows users to select a value from a popup list?

    <p>Both Lookup and Master-Detail relationships</p> Signup and view all the answers

    In a Lookup relationship, what is true about the relationship field?

    <p>It allows selection from a list based on the source object.</p> Signup and view all the answers

    Which statement correctly describes related lists in Salesforce?

    <p>They display related records from the master record.</p> Signup and view all the answers

    Which of the following pairs can establish relationships in Salesforce?

    <p>Two standard objects and two custom objects</p> Signup and view all the answers

    What happens to the ownership and sharing settings of detail records in a Master-Detail relationship?

    <p>They are determined by the master record.</p> Signup and view all the answers

    What is a key distinction between Lookup and Master-Detail relationships?

    <p>Master-Detail allows for rollup summary fields.</p> Signup and view all the answers

    Which of these best represents a Lookup relationship?

    <p>Account linked to account performance.</p> Signup and view all the answers

    Which best describes the relationship display on a page layout?

    <p>They appear on the parent record's page layout to display related child records.</p> Signup and view all the answers

    What is a key characteristic of lookup relationships?

    <p>They link objects loosely, allowing independent ownership.</p> Signup and view all the answers

    Which statement is true about master-detail relationships?

    <p>The child object inherits the security settings of the parent object.</p> Signup and view all the answers

    What happens to detail records when a master record is deleted?

    <p>Detail records are deleted unless 'Allow Reparenting' is enabled.</p> Signup and view all the answers

    What type of relationship allows records to be linked to the same object?

    <p>Self Relationship</p> Signup and view all the answers

    What is a requirement for child objects in a master-detail relationship?

    <p>They must have only one parent.</p> Signup and view all the answers

    Which of the following is NOT a type of lookup relationship?

    <p>Dynamic Lookup</p> Signup and view all the answers

    What is a characteristic of lookup relationships compared to master-detail relationships?

    <p>Lookup relationships allow independent delete of records.</p> Signup and view all the answers

    How does 'Allow Reparenting' affect detail records in a master-detail relationship?

    <p>It allows detail records to be associated with a new master.</p> Signup and view all the answers

    Which feature distinguishes the hierarchical lookup relationship?

    <p>It is available only for user objects.</p> Signup and view all the answers

    In what scenario would you typically use a master-detail relationship?

    <p>When the detail record must exist only in conjunction with a master record.</p> Signup and view all the answers

    Study Notes

    Declarative Design

    • Declarative Design involves describing how core Salesforce objects function, how that impacts the user experience, and when to use or customize them.

    Human-Centered Design and Inclusive Design

    • The importance of inclusive design is crucial in Salesforce.
    • Students should understand standard objects like Accounts, Contacts, Leads, Opportunities, and Cases.
    • They should identify primary functions and relationships between standard objects.
    • Learning how standard objects manage customer relationships, sales processes, and customer service interactions is important.
    • Understanding when customization is needed to address specific business requirements is also essential.

    Core Salesforce Objects

    • Contact: Represents an individual associated with an Account.
    • Case: Stores customer questions, feedback, or issues.
    • Opportunity: Tracks information about sales deals and progress.
    • Account: Stores information about companies and individuals, crucial for business data.
    • Lead: A prospect that can be converted to an Account, Contact, or Opportunity.

    Salesforce Data Concepts

    • Standard Objects: Pre-built objects (Account, Contact, Case, Opportunity) used for core business data management.
    • Custom Objects: Objects created by administrators to meet specific business needs (e.g., Job Candidate, Application).
    • Relationships: Different types (Lookup, Master-Detail) define how objects interact, crucial for data model setup.
    • Schema Builder: Provides a visual interface for viewing and configuring the objects.
    • Data Modeling: A process of designing a visual data structure.

    Standard and Custom Objects Overview

    • Standard Objects: These are pre-built objects included in every Salesforce organization. Examples include Campaigns, Leads, Accounts, Contacts, Opportunities, and Cases.
    • Key Features: Contain standard fields by default, allow renaming and hiding, but cannot be deleted.
    • Custom Objects: These objects are created by administrators to fit specific business needs, such as for Job Candidates, Applications, and Positions.
    • Key Features: Includes standard fields by default; custom fields can be added to accommodate company-specific requirements.

    Relationships Types

    • Lookup Relationship: Links one object to another object, offering a selection from a list of values.
    • Master-Detail Relationship: A specialized parent-child relationship, where the child object depends on the parent object, and deletion of the parent object will delete all related child objects.
    • Relationships in the User Interface: Related information is displayed in related lists on the page layout.

    Object Relationships in the User Interface

    • Related records (from Lookup or Master-Detail relationships) are displayed on page layouts via related lists.
    • Child records are displayed on the parent record's layout.
    • This is shown with examples like displaying related Resource or Supply records.
    • A field in a child record can link to the parent record.

    Types of Relationships

    • Self-Relationship: One object can have a lookup field to itself.
    • Indirect (Child External Object): A child of another record that's not directly related or part of the same database.
    • Hierarchical (User Object Only): Allows a hierarchical structure for objects of the same type, such as Accounts.
    • Lookup relationships: Link objects where the related information is retrieved from another object.
    • Relationship Types: Lookup relationships; a field showing this relationship will allow the user to select from a drop-down list.
    • Special Relationships: Lookups can involve "External Object" relationships.

    Many-to-Many Relationships

    • Many-to-many relationships are used when a record from one object can be linked to many records of another type, and vice versa.
    • This is achieved using a junction object, which stores the relationships between the two main objects.
    • Example: A Hospital can be linked with multiple Healthcare Providers through a junction object, and vice-versa.

    Data Model

    • Salesforce objects have relationships with one another, including Leads, Accounts, Contacts, Opportunities, Opportunity Products, and Cases.
    • Leads do not directly connect to other objects.
    • Account objects are the central objects for many relationships, having lookups to Contacts, Opportunities, and Cases.

    Standard Objects

    • Account: Accounts are foundational and have various relationships with other objects like Contacts, Opportunities, and Cases.
    • Contact: Contacts are associated with Accounts (a lookup) and can have multiple related records.
    • Opportunity: Opportunities have lookups to both Accounts and Contacts, representing a critical element in sales processes.
    • Case: Cases connect to Accounts and Contacts.
    • Opportunity Products: These are related to Opportunity objects, allowing the tracking of products and services sold or included in sales deals.

    Standard Account Relationships

    • Accounts serve as the parent objects in a hierarchical model.
    • Contacts, Opportunities, and Cases are primarily linked to Accounts using lookup relationships.

    Core Salesforce Objects

    • Asset: Specific products purchased by customers.
    • Contract: A written agreement between a company and a customer.
    • Case: Records for customer-reported issues.
    • Work Order: Tasks related to work performed for a customer.
    • Order Line Item: Subtasks involved in work order completion.
    • Task: Specific actions needed for customer interactions.
    • Event: Tracks meetings with customers, prospects, or colleagues.
    • User: Records for Salesforce users.

    Other Capabilities

    • Lead Management: Includes Lead Queues, Assignment Rules, and other functionalities.

    • Campaign Management: Supports marketing efforts through Campaigns and Campaign Members

    • Account Management: Track and manage Accounts, their contacts, and related details, and Opportunity teams.

    • Contact Management: Manage individuals (Contacts) associated with Accounts.

    • Opportunity Management: Manage sales deals (Opportunities), associated products, and deal stages.

    • Activity Management: Support tasks and other related activities.

    • Case Management: Handle customer issues and support requests. Note that some capabilities discussed apply to specific object types and need context from the discussion to make sense on their own.

    Additional Capabilities

    • Web-to-Case: Configure to collect customer support requests.
    • Escalation Rules: Automatically escalate cases based on defined criteria.
    • Auto-Response Rules: Send predefined responses to customer requests (e.g., emails).
    • Case Queues: Allocate Cases into prioritized work areas.
    • Case Teams: Help define team structure for case resolution.
    • Lead Conversion: Convert Leads to Contacts, Accounts, or Opportunities.

    Opportunity Capabilities

    • Similar Opportunities: Find matching Opportunities to help users locate suitable opportunities.
    • Opportunity Update Reminders: Send automated emails to managers with updates on open opportunities

    Case Capabilities (Customer Issues)

    • Email-to-Case: Converts customer emails into Case records.
    • Multiple Account Capabilities: A contact can be associated—in many cases— with multiple account objects.
    • Hierarchy: Relationships between accounts are often represented hierarchically.
    • Roles: Contacts or other related objects can have roles assigned to them.
    • Social Networks: Enable linking social media profiles to records.

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    Related Documents

    Salesforce Objects & User Experience PDF

    Description

    This quiz explores the core Salesforce objects such as Accounts, Contacts, Leads, Opportunities, and Cases. It emphasizes the human-centered and inclusive design aspects crucial for understanding how these objects impact user experience and business processes. Gain insights into when to customize these objects to meet specific business requirements.

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