Salesforce Platform App Builder - Simple
Terms in this set (122)
List App Exchange Features
A directory and search capability, making it easy to locate packages.
A ranking system, allowing installers to rate and review packages that they've
A test-drive feature, letting would-be installers test drive the application before
they install it.
A license management application can be installed, letting you control which
companies have licenses for your application, how many users within a
company may use it, and so on.
Record types allow different business processes, picklist values, and pages layouts to different users via...
Profiles (Can be set to default on each profile)
What privilege is required for Record types
Customize Application Priviledge
T/F Master Picklist can be selected to apply the same picklist values to all record types
T/F If you don't clone from another record type, a new record type will contain master picklist values
List the record types that have a business process associated with them
Opportunity, Case, Lead, and Solution
Does deactivating record types remove them from profiles or permission sets?
Can you delete inactive record types?
Yes, and then you move the records to a different record type of leave the record type blank
When can you not delete an inactive record type?
When it's for an object that is referenced in Apex
Name one easy way to create different processes using record types
Use different combo's of picklist values from the status field (for opps, leads, cases, solutions)
Business Processes are basically lists of picklist values that can assigned to record types in (which objects)
Opps, Leads, Cases, Solutions. Also creating a master process will copy all available picklist values
Define roll-up summary field capabilities
Calculates values from a related record
What relationship is required for a roll up summary field?
What functions can be used in a roll up summary field? What are the exceptions?
Sum, count, max,or min. The exceptions are: COUNT of SUM cannot be used unless the related lookup relationship is checked to not allow deletion if part of a lookup
What objects can have a master detail relationship?
standard, custom, opp and opp product, account and opportunity, or campaign and campaign member
T/F For filtering which records to roll up, an M:D relationship will ignore any that result in #Error
Limitations of Master Detail Relationships?
Campaign roll up summary fields are not automatically updated when leads or contacts are deleted. Must click "Force mass recalculation" button
You can't use long text area, multi-select picklist, Description Fields, system fields like Last Activity, cross-object formula fields, and lookup fields in the field column of roll up summary filters
T/F As long as it doesn't contain cross-object references or derive values on the fly (i.e.
NOW or TODAY), it can calculate the values of formula fields
What happens when you have a roll up but currency types in the children objects vary?
Master record currency is default
T/F Users can save records if their edit will invalidate a related record (i.e. master record has a validation rule)
Where should you reference a roll up summary field? On the parent or child? Why?
On the parent, because the child records can have outdated values if their parent records have not been updated
How many roll up summary fields can each object have? Max
Which types of process automation use field updates?
Workflow rules or approval processes
When do updates to fields happen?
After OOB record assignments (case, lead?)
T/F Field updates occur independently of field level security?
T (so workflow can be used to update a hidden field for a user)
Do field updates flow through related lists?
Yes as long as the related list utilizes those fields
Where will errors show on a field update?
The Debug Log
T/F Field updates can be used for reminder fields on tasks and events
T - just remember calcs are done in days, so divide by 1440 to get to mins
T/F Field updates will show tracking history
T - IF ENABLED
ID a potential conflict between workflow rules and field validations?
Workflow field updates will skip validation rules, so invalid data can result
T/F Cross object updates are possible with workflow or approval actions
Mostly with custom objects as long as you have a M:D relationship
If a related field, only workflow rules can accompish it (not approval actions)
For field updates on Opportunities, what happens once the opportunity has products?
The Amount becomes read only tied to the products
What are limitations of field updates
Updated fields cannot trigger additional rules afterwards (but they can trigger workflow rules if the option is selected)
Workflow rules that update owners do not transfer associated items. To ensure transfer, click Change next to the owners name in a record and make your transfer sections
Other limits exist...
Rule Execution Order
Workflow rules - and validation is ignored
<and THEN the update goes thru>
Do formula fields operate independently of order of execution?
Yes - they execute in real time whenever the field is accessed in any way (including workflow)
Who can view a social network profile once it is linked to an account, contact or lead?
everyone! They all can access current social data without having to log into other sites
What social networks are available to SF?
Twitter, Facebook, Klout, Youtube (No longer available for LinkedIN)
How can you show which social networks are available?
Checkboxes can be shown in list views (For searching or filtering)
T/F Data.com will integrate with Salesforce
T/F Accounts, Contacts, Leads, generally best for social integration
What do tables in external data sources map to in Salesforce?
External Objects - Combines all data and content in a federated search
Files Connect is available in which editions of SF? How about Lightning?
Enterprise and up - Lightning is an extra cost
How many external objects can each org have? Max
What does syncing allow you to do with external objects?
Update the schema - syncing doesn't copy any data into your org or write data from your org to the external system
Note: syncing is just for schema, it doesn't move actual data. Users can just interact and search data
Name the three external relationship types and their associated ID
Lookup: regular link using the Salesforce ID
External Lookup: Where the parent is the external object (match on External ID)
Indirect Lookup on External Object: linking an external child to a parent object via specified field (external ID, not a Salesforce ID)
What is the limit of external IDs per object
What are the pieces of "Lightning"
Connect, Process Builder, Component Framework, and App Builder
#AuraEnabled opens up what for Lighting components?
Name Salesforce's open source project
Aura. UI definitions are a combo on HTML5 and Aura. CSS can be used to style your components
What can you build with custom Lightning components? - ??
Desktop apps, SF1 Mobile apps, or replace standard SF1 with custom lightning components (via lightning extension)
T/F Multi-view apps allow you to change between list/detail views and keep context
For declarative components what should you ues to build apps?
Lightning App Builder
Where are components listed on lightning app builder? What's on the right side?
Custom and standard are on left side. Righ is Property editor (either of the page or a component)
How do you add components?
Drag to canvas
What does the activate function in Lightning app builder do?
Make it available to users
Actions (are object specific) and Global actions can create records, set tasks, notes, etc. (difference between two????)
Actions to create records for an object that is the detail object in a master-detail relationship must be object-specific, not global.
Global actions can go anywhere actions are supported
Can you surface data via lightning connect?
Who can modify the navigation menu on Salesforce 1 Mobile App
Notes: can't have different menus for different users, but it can obey tab visibility set via profiles!
SF1 Mobile - what can you add to Mobile Cards section of page layout in desktop SF?
Components, canvas apps, etc.
T/F Actions can be placed in the SF1 actions or Lightning Experience Actions
sections, and will then end up on the action bar and menu in SF1
Profiles and mobile page layouts?
Set to profiles that will use SF1 most often
What is an additional option for SF1 mobile for page layouts?
Compact layout - the first four fields you set in that layout drive the record highlights and Chatter feed
Actions can be
global or object specific
T/F Actions can have specific fields assigned, or pre-defined values that don't need
to be shown
T - The predefined values are different from Default field values, you can have
both (and it defers to predefined for records created from Actions)
Where must actions be added?
To the object's page layout or to the global publisher layout
Define object specific actions
Object Specific actions create records that are automatically associated with the related record (from context of which it was initiated)
The new record shows up in feeds in several places:
The feed of the record itself
The feed for the originating parent
Chatter of person who created it and users following the parent
Chatter of anybody who got it thru auto-follow rules on the new record
Name and describe the four types of sandboxes
Developer: totally isolated
Developer Pro: holds larger data sets
Partial Copy: copy of all metadata, and sample of production data that you define
using a Sandbox Template
Can only be refreshed every 5 days, 5gb limits
Full: replica of all production data, good for performance/load testing. Can also apply
sandbox templates to these.
Can only be refreshed every 29 days
Developer sandboxes are intended for coding and testing in an isolated environment. These environments include a copy of your production organization's configuration (metadata).
Developer Pro Sandbox
Developer Pro sandboxes are intended for coding and testing in an isolated environment. These environments include a copy of your production organization's configuration (metadata). They have a larger storage limit than Developer sandboxes. The larger limit allows for more robust test data sets and enables this environment to handle more development and quality assurance tasks.
Partial Copy Sandbox
Partial Copy sandboxes are intended to be used as testing environments. These environments can be used for quality assurance tasks such as user acceptance testing, integration testing, and training. These environments include a copy of your production organization's configuration (metadata), and a subset of your production data as defined by a sandbox template.
Full sandboxes are intended to be used as testing environments. Only Full sandboxes support performance testing, load testing, and staging. These environments are a replica of your production organization, including all data—for example, object records and attachments—and metadata. The length of the refresh interval makes it difficult to use Full sandboxes for development.
What are the two types of packages?
Managed and Unmanaged
Define an unmanaged package
the developer has no control over what happens to them after. Used as a
building block. Developer can't change or upgrade the components after distributing. It
contains source code. Should not be used for moving between sandbox and
production - use change sets for that.
Define a managed package
used to distribute applications. Must be made in a Developer Edition. Can
sell licenses via AppExchange and License Management Application.
Cannot perform destructive changes via upgrades (such as removing objects or
Allows unique naming of your package
A package must have how much (%) cumulative test coverage in Apex classes and triggers?
T/F Managed and Unmanaged packages can be uninstalled
T/F Unmanaged packages don't have namespace, and any namespace is removed if you upload an unmanaged package
T/F (packages) Dependencies are automatically added (for example, a VF page that relies on a custom
Capabilities of Process Builder as Automation Tool
Can kick off publisher actions (quick actions), Apex, web service call outs, Chatter posts, kick off a flow, and kick off approval
Can process builder operate across objects?
Yes (ex. update child records when address changes)
What is the difference between process builder and flow/visual workflow
Flow is for wokring on collections of objects and iterating through, or for a wizard type interface
Process builder is for kicking off based on an event and string the logic together
You can kick off a flow with process builder
T/F Changing custom field types can lead to data loss
Can you change a data type if the field is referenced in Visualforce or Apex
What can auto-number be safely changed to without data loss?
Text (and the visa versa can happen) but max out at 30 characters
Can formula fields be converted?
What can picklists be converted to?
Checkboxes and multi-select picklists
Can a master detail be changed to a lookup? Exceptions?
Yes and vice versa. Exception: Unless there is a roll up summary, or unless the lookup has any null values!
TExt converted other types is limited to how many characters
Rich text can be converted to....?
Long text, but you lose formatting/images when it is saved
T/F Person accounts can have a relationship with other accounts and contacts
F - meaning it can't be included in account hierarchies
What icon is used for a person account
Person instead of folder
What lists for persons accounts appear in?
All account and contact lists, except recent contacts
Describe the person account page layout
They have a special (individual) page layout that includes account and contact fields. Person accounts also have multiple record types.
What searches will person accounts show up in?
Account searches only
Person accounts are stored where?
In account and contacts tables, the API treats them as having both
What can validation rules be used on?
Any standard or custom field
T/F you can put multiple validation rules in place for a given object?
When type of automation do you use if a record needs approval?
To do things when a record has certain values you should use....
Process Builder, especially if it can be turned into If/Then logic
Process builder vs. Workflow - similarities and differences
Process builder can do almost anything workflow can do and more....can usually do things in 1 process that require more than one workflow. But workflow can do the following that process builder cant:
- Configure actions to be executed at multiple intervals (Process builder can do things later, but all must happen at same time....but winter update says can do on different schedules for winter 2016)
Workflows can send outbound messages WITHOUT code! (you can use Apex in process to do this)
What do you use for automation if its too complicated for process builder?
It does branching logic
Sort through and iterate over several records
Flows can delete records currently locked in approval process
What automation tool do you use when you want to get information from users or customers and then doing something?
Workflow action types:
Two sets of timing on workflows:
Real time or delayed
T/F Multiple rules can fire based on rules being met
What are the three types of evaluation criteria
When Created (just fires once when created)
When Created and every time edited (fires many times)
Created and any time it's edited to subsequently meet criteria (fires once)
What is the limit for master detail relationships on custom objects?
What is the limit for lookup relationships on custom objects?
You can have many
When can you convert a lookup to a M:D?
When there are no roll ups and if the lookup contains a value in all records
Can you lookup an object to itself?
Yes just not to the same record
Which side of M:D can standard objects be on?
Master side only
T/F Related lists have an icon based on the custom tab for the master object (if set)
How many levels deep can you go with M:D
An object can only appear once in a multilevel M-D relationship
You can roll up from the sub-detail object, but you have to do it via a formula on
the middle object
Go through situation for deleting detail record vs. master records
Deleting a detail record moves it to the Recycle Bin and leaves the master record
intact; deleting a master record also deletes related detail and subdetail records
How do the three objects in a M:D relate?
Master-detail relationships allow data from three objects to be joined in one report: the
master object, the detail object, plus one other lookup object. If the detail object has
multiple lookup relationships, a separate report type is available based on each lookup.
T/F Summary formula fields can reference another summary formula
Can you set default values for dependent Picklists or text fields?
T/F Case Status field cannot be updated by approval processes
T - workflow is needed to
update fields related to Business Processes
Info on Marketing User Profile vs. checkbox
Marketing User profile can create campaigns, Marketing User checkbox can import
T/F Approval process and custom buttons can't be used on Users object
T/F Lead Conversions default the opportunity to the first stage in picklist, close date as last
day of quarter
T/F Inline Visualforce can be used to show a filtered list of related records on a detail page
Tabular - spreadsheet
Summary - spreadsheet but can total (sum) rows
Matrix - spreadsheet but can add summary fields (totals/sums) both horizontal and vertical
Joined - multiple blocks (sub reports) joined on data
Tabular Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
Matrix Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Watch Video Demo Building Matrix Reports
Joined Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a "sub-report," with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
Joined reports are available only in Enterprise, Performance, Unlimited, and Developer Editions.
Watch Video Demo Introducing Joined Reports in Salesforce
can be used in conjunction with the report type to include or exclude records from related objects (and it's operator)
You can filter the report further with up to 5 regular sub filters (and is recommended since cross filters are slow)
Chart, gauge, metric, table, VF page
Bar, column, line, pie, donut, funnel, scatter