Podcast
Questions and Answers
What does ERD stand for?
What does ERD stand for?
Which shape is commonly used to represent objects in an ERD?
Which shape is commonly used to represent objects in an ERD?
What type of relationship is indicated by the raven's foot symbol in an ERD?
What type of relationship is indicated by the raven's foot symbol in an ERD?
How does Schema Builder differ from an ERD?
How does Schema Builder differ from an ERD?
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Which of the following is a limitation of Schema Builder?
Which of the following is a limitation of Schema Builder?
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Which feature is not available in Schema Builder?
Which feature is not available in Schema Builder?
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Which analogy is used to describe the difference between ERD and Schema Builder?
Which analogy is used to describe the difference between ERD and Schema Builder?
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Which visual representation is indicated for a one-to-many relationship in ERD?
Which visual representation is indicated for a one-to-many relationship in ERD?
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What feature is NOT available when creating a field in Schema Builder?
What feature is NOT available when creating a field in Schema Builder?
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Which tab in Schema Builder is used to filter the objects displayed?
Which tab in Schema Builder is used to filter the objects displayed?
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What represents lookup relationships in the Schema Builder diagram?
What represents lookup relationships in the Schema Builder diagram?
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Which of the following statements about standard objects is true?
Which of the following statements about standard objects is true?
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What is a primary reason for using the Schema Builder?
What is a primary reason for using the Schema Builder?
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Which option allows you to view only the objects currently displayed in Schema Builder?
Which option allows you to view only the objects currently displayed in Schema Builder?
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What is the role of the Clear All button in Schema Builder?
What is the role of the Clear All button in Schema Builder?
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Which of the following can standard objects NOT do?
Which of the following can standard objects NOT do?
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When could it be advantageous to use standard objects over custom objects?
When could it be advantageous to use standard objects over custom objects?
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What is true about custom objects in Salesforce?
What is true about custom objects in Salesforce?
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Which object represents instances of data in Salesforce?
Which object represents instances of data in Salesforce?
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How are new custom fields added to existing objects in Schema Builder?
How are new custom fields added to existing objects in Schema Builder?
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Which feature allows tasks and events to be related to a custom object?
Which feature allows tasks and events to be related to a custom object?
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Why might Schema Builder be less effective when all objects are selected?
Why might Schema Builder be less effective when all objects are selected?
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When should you preferably use a standard object instead of creating a custom object?
When should you preferably use a standard object instead of creating a custom object?
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What distinguishes a custom object from a standard object in Salesforce?
What distinguishes a custom object from a standard object in Salesforce?
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What is the primary role of the 'Id' field in Salesforce?
What is the primary role of the 'Id' field in Salesforce?
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Which of the following statements about custom objects is incorrect?
Which of the following statements about custom objects is incorrect?
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What is the visual representation of a master-detail relationship in Schema Builder?
What is the visual representation of a master-detail relationship in Schema Builder?
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In what scenario would you typically create a custom object?
In what scenario would you typically create a custom object?
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What does the 'Record Name' define in a custom object?
What does the 'Record Name' define in a custom object?
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What is the purpose of the 'Allow Reports' option when creating a custom object?
What is the purpose of the 'Allow Reports' option when creating a custom object?
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Which of the following is NOT a standard field in Salesforce?
Which of the following is NOT a standard field in Salesforce?
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Why might an organization prefer standard objects over custom objects?
Why might an organization prefer standard objects over custom objects?
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What does the API name of a custom object indicate?
What does the API name of a custom object indicate?
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Which statement best describes custom fields in relation to standard objects?
Which statement best describes custom fields in relation to standard objects?
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For a newly created custom object, which option allows users to see the object in search results?
For a newly created custom object, which option allows users to see the object in search results?
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What is the primary purpose of the Record ID in Salesforce?
What is the primary purpose of the Record ID in Salesforce?
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In what scenarios is the 18-digit Record ID most commonly used?
In what scenarios is the 18-digit Record ID most commonly used?
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Which of the following is NOT a reason standard fields are utilized in Salesforce?
Which of the following is NOT a reason standard fields are utilized in Salesforce?
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How can you convert a 15-digit Record ID into an 18-digit value in Salesforce?
How can you convert a 15-digit Record ID into an 18-digit value in Salesforce?
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Which field serves the function of displaying audit information about records?
Which field serves the function of displaying audit information about records?
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Which of the following statements regarding standard fields is true?
Which of the following statements regarding standard fields is true?
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What is the format difference between the case-sensitive ID and the case-saving ID?
What is the format difference between the case-sensitive ID and the case-saving ID?
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What role do Object Specific fields play in standard objects?
What role do Object Specific fields play in standard objects?
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Which of the following fields would typically display information about the record's creator?
Which of the following fields would typically display information about the record's creator?
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Why is the uniqueness of the Record ID critical in databases?
Why is the uniqueness of the Record ID critical in databases?
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What type of field is required to input a descriptive name for records?
What type of field is required to input a descriptive name for records?
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Which of the following is an example of a System field?
Which of the following is an example of a System field?
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What can you infer about the Auto Number fields?
What can you infer about the Auto Number fields?
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When might you encounter the 15-digit ID in Salesforce?
When might you encounter the 15-digit ID in Salesforce?
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What is the primary role of a Record ID in Salesforce?
What is the primary role of a Record ID in Salesforce?
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Which type of field allows automatic value calculation upon record creation?
Which type of field allows automatic value calculation upon record creation?
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Which of the following is NOT a characteristic of Controlled Value Fields?
Which of the following is NOT a characteristic of Controlled Value Fields?
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What differentiates a Text Area from a Text Field in Salesforce?
What differentiates a Text Area from a Text Field in Salesforce?
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Which field type should be used for storing a currency value?
Which field type should be used for storing a currency value?
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What is unique about Geolocation fields compared to other field types?
What is unique about Geolocation fields compared to other field types?
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Which of the following describes a Master-Detail Relationship in Salesforce?
Which of the following describes a Master-Detail Relationship in Salesforce?
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What determines the type of currency a Currency Field will hold?
What determines the type of currency a Currency Field will hold?
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When creating a custom field, what is the first thing an admin must choose?
When creating a custom field, what is the first thing an admin must choose?
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What feature do Auto Number fields provide in Salesforce?
What feature do Auto Number fields provide in Salesforce?
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Which statement about changing custom field types is correct?
Which statement about changing custom field types is correct?
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How can Temporal Fields be categorized?
How can Temporal Fields be categorized?
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What is the maximum character limit for a Text (Encrypted) field?
What is the maximum character limit for a Text (Encrypted) field?
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Which of the following is a key difference between Lookup and Master-Detail Relationships?
Which of the following is a key difference between Lookup and Master-Detail Relationships?
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Which field type is appropriate for storing information that will be automatically calculated based on other fields?
Which field type is appropriate for storing information that will be automatically calculated based on other fields?
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What field type should be used for information that represents a part of a whole?
What field type should be used for information that represents a part of a whole?
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When would a custom field of type 'Text (Encrypted)' be the most appropriate choice?
When would a custom field of type 'Text (Encrypted)' be the most appropriate choice?
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Which field type should be used if the expected input is a finite list of options that users can select?
Which field type should be used if the expected input is a finite list of options that users can select?
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What is the primary purpose of using custom fields in an organization?
What is the primary purpose of using custom fields in an organization?
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Which field type would be best to store information that requires tracking and needs to automatically increase with each entry?
Which field type would be best to store information that requires tracking and needs to automatically increase with each entry?
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If you need to store user input that is guaranteed to be a yes or no value, which field type should be utilized?
If you need to store user input that is guaranteed to be a yes or no value, which field type should be utilized?
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Which field type should be used if the information represents a financial transaction?
Which field type should be used if the information represents a financial transaction?
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What type of field would be appropriate for storing a latitude and longitude location?
What type of field would be appropriate for storing a latitude and longitude location?
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If you need to store an email address, which field type is the best option?
If you need to store an email address, which field type is the best option?
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When should you consider using 'Text Area (Rich)' field type?
When should you consider using 'Text Area (Rich)' field type?
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Which field type is suitable for storing a URL?
Which field type is suitable for storing a URL?
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If the information you need to store is always a numerical value, what field type should be selected?
If the information you need to store is always a numerical value, what field type should be selected?
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What distinguishes a 'Text Area (Long)' field from a 'Text Area (Rich)' field?
What distinguishes a 'Text Area (Long)' field from a 'Text Area (Rich)' field?
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What must be true for an object to appear in the dropdown when creating an indirect lookup relationship?
What must be true for an object to appear in the dropdown when creating an indirect lookup relationship?
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Which statement accurately describes the creation of external relationships?
Which statement accurately describes the creation of external relationships?
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What happens when no objects meet the criteria for an indirect lookup relationship?
What happens when no objects meet the criteria for an indirect lookup relationship?
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Why are external relationships used instead of standard lookup relationships?
Why are external relationships used instead of standard lookup relationships?
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Which field types can be used to create a field for indirect lookup relationships?
Which field types can be used to create a field for indirect lookup relationships?
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What is the purpose of the Check Syntax
button?
What is the purpose of the Check Syntax
button?
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How are Formula Fields
updated when accessed?
How are Formula Fields
updated when accessed?
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Which of the following is a category listed for functions in the advanced editor?
Which of the following is a category listed for functions in the advanced editor?
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What type of fields can serve as controlling fields in dependent fields?
What type of fields can serve as controlling fields in dependent fields?
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Which function is specifically mentioned in the Advanced category of functions?
Which function is specifically mentioned in the Advanced category of functions?
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What happens when a user does not have access to a specific value but accesses a formula field that uses this value?
What happens when a user does not have access to a specific value but accesses a formula field that uses this value?
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What is a key characteristic of Formula Fields
in terms of data storage?
What is a key characteristic of Formula Fields
in terms of data storage?
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What must be done in order to create dependent fields?
What must be done in order to create dependent fields?
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Which of the following statements about dependent fields is true?
Which of the following statements about dependent fields is true?
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What does a dependent field require to display its values?
What does a dependent field require to display its values?
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What must be verified for a formula to be valid after using the Check Syntax
button?
What must be verified for a formula to be valid after using the Check Syntax
button?
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Which of the following is NOT a category for functions available in the advanced editor?
Which of the following is NOT a category for functions available in the advanced editor?
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What can be a result of using cross-object formulas?
What can be a result of using cross-object formulas?
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What is the main characteristic of a master-detail relationship?
What is the main characteristic of a master-detail relationship?
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Which of the following objects can not serve as the detail in a master-detail relationship?
Which of the following objects can not serve as the detail in a master-detail relationship?
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What happens to detail records when a master record is deleted in a master-detail relationship?
What happens to detail records when a master record is deleted in a master-detail relationship?
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How many master-detail relationships can an object have as a detail?
How many master-detail relationships can an object have as a detail?
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Once a detail object is set in a master-detail relationship, which field becomes unavailable?
Once a detail object is set in a master-detail relationship, which field becomes unavailable?
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What type of operations can Roll-Up Summary fields perform?
What type of operations can Roll-Up Summary fields perform?
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Which of the following is a limitation when creating Roll-Up Summary fields?
Which of the following is a limitation when creating Roll-Up Summary fields?
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Why is the concept of master-detail relationships important in Salesforce?
Why is the concept of master-detail relationships important in Salesforce?
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How many total related objects can there be in a chained master-detail relationship?
How many total related objects can there be in a chained master-detail relationship?
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Which of the following statements about standard objects in master-detail relationships is true?
Which of the following statements about standard objects in master-detail relationships is true?
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What defines the relationship when viewing obstacles in an ERD?
What defines the relationship when viewing obstacles in an ERD?
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What field becomes universally required on a detail record once the master-detail relationship is established?
What field becomes universally required on a detail record once the master-detail relationship is established?
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Which statement regarding detail records in master-detail relationships is false?
Which statement regarding detail records in master-detail relationships is false?
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What is the maximum depth of chaining for master-detail relationships?
What is the maximum depth of chaining for master-detail relationships?
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What is a master-detail relationship primarily used for?
What is a master-detail relationship primarily used for?
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What characterizes a Junction Object?
What characterizes a Junction Object?
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Which relationship type can Junction Objects form?
Which relationship type can Junction Objects form?
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What happens when a record on either end of a Junction Object relationship is deleted?
What happens when a record on either end of a Junction Object relationship is deleted?
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What data types are not allowed in external object fields?
What data types are not allowed in external object fields?
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How do external objects function within Salesforce?
How do external objects function within Salesforce?
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When creating a Junction Object, what fields should it generally consist of?
When creating a Junction Object, what fields should it generally consist of?
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What is the purpose of Salesforce Connect?
What is the purpose of Salesforce Connect?
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Which statement accurately describes the way Junction Objects operate?
Which statement accurately describes the way Junction Objects operate?
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Which of the following is a characteristic of external objects?
Which of the following is a characteristic of external objects?
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What advantage do many-to-many relationships provide?
What advantage do many-to-many relationships provide?
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Why might a business prefer to use external objects?
Why might a business prefer to use external objects?
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What is a common method to create Associations in Salesforce?
What is a common method to create Associations in Salesforce?
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What is the main purpose of using Salesforce Connect?
What is the main purpose of using Salesforce Connect?
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Which adapter is used by Salesforce Connect when the data is in another Salesforce org?
Which adapter is used by Salesforce Connect when the data is in another Salesforce org?
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What is a significant limitation of using OData adapters?
What is a significant limitation of using OData adapters?
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What determines how long Salesforce Connect will try to retrieve information before timing out?
What determines how long Salesforce Connect will try to retrieve information before timing out?
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Which setting allows users to change external data from within Salesforce?
Which setting allows users to change external data from within Salesforce?
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What is the purpose of the 'Validate and Sync' button?
What is the purpose of the 'Validate and Sync' button?
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What differentiates an indirect lookup relationship from a normal lookup relationship?
What differentiates an indirect lookup relationship from a normal lookup relationship?
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What role does the external object play in the context of external relationships?
What role does the external object play in the context of external relationships?
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Which parameter is NOT typically set when configuring an OData connection?
Which parameter is NOT typically set when configuring an OData connection?
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What might be a primary reason for an organization to utilize external objects?
What might be a primary reason for an organization to utilize external objects?
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Which of the following statements is true regarding external lookup relationships?
Which of the following statements is true regarding external lookup relationships?
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What is a disadvantage of copying data from an external system into Salesforce?
What is a disadvantage of copying data from an external system into Salesforce?
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When creating external objects, which field type is NOT required?
When creating external objects, which field type is NOT required?
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What happens to the dependent field value if the controlling field is changed to a value that does not allow the currently selected option?
What happens to the dependent field value if the controlling field is changed to a value that does not allow the currently selected option?
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What is one primary benefit of using dependent fields in a user interface?
What is one primary benefit of using dependent fields in a user interface?
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What characterizes a lookup relationship?
What characterizes a lookup relationship?
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Which of the following behaviors is NOT associated with a lookup relationship?
Which of the following behaviors is NOT associated with a lookup relationship?
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Which statement is true regarding the default behavior of a lookup relationship field?
Which statement is true regarding the default behavior of a lookup relationship field?
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What is a hierarchical relationship specifically used for in Salesforce?
What is a hierarchical relationship specifically used for in Salesforce?
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What is the purpose of a dependent field in relation to a controlling field?
What is the purpose of a dependent field in relation to a controlling field?
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What option do users have when deleting a parent record in a lookup relationship?
What option do users have when deleting a parent record in a lookup relationship?
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Which of the following is NOT a characteristic of lookup relationships?
Which of the following is NOT a characteristic of lookup relationships?
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Why is it important to understand relationships in Salesforce?
Why is it important to understand relationships in Salesforce?
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In terms of dependent fields, what does showing all options at the same time do?
In terms of dependent fields, what does showing all options at the same time do?
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What should be included in a page layout containing a dependent picklist?
What should be included in a page layout containing a dependent picklist?
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What can happen if a field already in use is converted to a dependent field?
What can happen if a field already in use is converted to a dependent field?
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Which option is available for establishing the behavior of deleting parent records in lookup relationships?
Which option is available for establishing the behavior of deleting parent records in lookup relationships?
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Study Notes
Entity Relationship Diagrams (ERDs)
- ERDs are visual representations of database objects and their relationships.
- Objects (e.g., University, Student) are shown in rectangles.
- Relationships are shown by connecting objects, indicating the type of relationship (e.g., one-to-many).
- One-to-many relationships are shown with a fork on the "many" side.
- Future topics will discuss different relationship types (e.g., Master-Detail, Lookup) and their visual representations (e.g., red, blue/black lines).
Schema Builder
- Schema Builder is a Salesforce tool for visualizing and editing the data model.
- It is more detailed than an ERD, providing more information about objects and fields.
- ERDs provide a basic overview of the data model, like a car sticker.
- Schema Builder is akin to a detailed Carfax report.
- Features include custom object creation, lookup/master-detail relationships, and custom fields (except geolocation).
- Limitations include inability to create geolocation fields and potential difficulty with organization in the auto-layout setting.
- Cannot set field-level security or add fields to page layouts from schema builder.
- The
Objects
tab allows selection of objects to visualize related fields and relationships more clearly. - The
Elements
tab allows the creation of new objects and fields.
Standard Objects
- Standard objects come pre-installed in Salesforce and include many standard fields.
- Objects are like tables in a database, and records are like rows within those tables.
- Standard objects are integral to Salesforce and cannot be deleted or altered radically.
- Examples of standard objects are Account, Contact, Opportunity, and Product.
- Appropriate use involves considering if a standard object meets organizational needs.
- Some standard objects are tied to specific Salesforce products (e.g., Cases in Service Cloud).
Custom Objects
- Custom objects are created by administrators to represent data not covered by standard objects.
- Custom objects have standard fields like Id, Name, CreatedDate, and more.
- Custom objects can be deleted or their API name changed.
- API names end with __c (e.g., Course__c).
- When creating a custom object, define label, plural label, object name, description, and record name (text or auto-number).
- Choose features like reporting capabilities, chatter integration, and field history tracking.
Standard Fields
- Standard fields are pre-defined fields in standard objects.
- Categorized into Identity, Name, Object-Specific, and System fields.
- Identity field is a unique 15-character ID for each record (often seen as 18-character case-safe ID).
- Name fields are human-readable names for records (auto-number or text).
- System fields (e.g., CreatedDate, LastModifiedBy) track record activity.
- Object-Specific fields represent object-specific data (e.g., AnnualRevenue on Account).
- Standard fields cannot be deleted but can be removed from page layouts and not be visible to users. Data types cannot be changed.
Record IDs
- Record IDs are unique identifiers for each record in Salesforce.
- There are case-sensitive (15 characters) and case-safe (18 characters) versions.
- Case-safe IDs are important for interoperability with systems that might not be case-sensitive.
- Record IDs are crucial for referencing records in different contexts (e.g., reports, formulas, Apex code).
- Record IDs, being unique and unchanging, ensure records can be securely referenced across various parts of Salesforce.
Custom Fields
- Custom fields extend standard objects to meet specific organizational requirements.
- Different field data types include read-only (Auto Number, Formula, Roll-Up Summary), relationship, controlled value (checkbox, picklist, picklist multi-select).
- Number fields include Number, Percent, and Currency.
- Text fields (Text, Text Area, Text Area (long), Text Area (rich), Text Area (encrypted)) have varying character limits and formatting options.
- Temporal fields (Date, DateTime, Time) store time-related data.
- Geolocation fields store coordinates.
- Format-enforcing fields (Phone, Email, URL) constrain input format.
Formula Fields
- Formula fields calculate values based on formulas defined by administrators.
- Formulas can use other fields, mathematical operators, functions, and global variables (e.g., $User).
- Formula fields can have various return types.
-
Simple Formula
vsAdvanced Formula
editors: Advanced is generally preferred for complex formulas. - Cross-object formulas allow you to retrieve values of fields from related child objects.
- Formula fields are read-only–values are calculated when needed.
- Formula fields are key for automating calculations, comparisons, and other data manipulations that would otherwise take custom code.
Dependent Fields
- Dependent fields are picklists whose options depend on the value of another field.
- Controlling/dependent field types are limited (checkbox/picklist for controlling).
- Defined in the
Fields & Relationships
page using field dependencies through a visual selection of choices. - Editing the dependent field value will remain consistent with the controlling field value, and will be cleared if the controlling field is changed.
Lookup Relationships
- Lookup relationships create loose links between objects.
- Fields can be made required, and the default is to clear values on the child side when deleting the parent.
- Cascade delete allows child records to be deleted when parent records are deleted.
- Lookup relationships do not support roll-up summaries. Lookups are best for when you want a connection but do not need data to automatically update or delete.
Master-Detail Relationships
- Master-detail relationships establish tight links between objects.
- Master object manages some behaviors of detail objects.
- Cascade delete: when a master record is deleted, so are its details.
- Owners are inherited from master to detail objects.
- Support for roll-up summaries: allow calculations across all details for certain field types (number, currency, percent).
- Master-detail relationships are best used when you need data tightly coupled, with automatic updates to child records based on changes to the master.
Junction Objects
- Junction objects facilitate many-to-many relationships.
- Two master-detail relationships connect a junction object to related objects.
- Junction objects bridge the connection between different objects and allow the creation of many-to-many relationships.
External Objects and Salesforce Connect
- External objects let you access data from outside Salesforce within the Salesforce environment.
- Salesforce Connect enables interaction with external data, allowing you to view, search, and modify it via Salesforce.
- External objects are similar to custom objects but end with __x.
- Limitations exist for certain field data types.
- External objects are best when you want to integrate data from a non-Salesforce source without transferring or copying the data to Salesforce.
External Object Relationships
- External relationships link external objects to standard or custom Salesforce objects.
- External lookup relationships: external object is the parent.
- Indirect lookup relationships: external object is the child, using an external ID.
- External relationships provide a way to manage and interact with external data using Salesforce tools and workflows.
Studying That Suits You
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Description
Test your knowledge on Entity-Relationship Diagrams (ERDs) and how they compare to Schema Builders. This quiz covers key concepts like symbols, relationships, and limitations of these diagramming tools. Perfect for students in data modeling or database design classes.