Salesforce Platform App Builder
Terms in this set (167)
what are the capacities of sandbox
full : same as source
are there radio buttons standard in Salesforce
no radio buttons only check box
Where do fields and actions come from on the highlights panel on a record detail page
fields come from - compact layout
actions come from - page layout
On a rich text component what does "Display as card" do
makes a white back ground instead of transparent so you can see text easier
when do you use etl vs external objects and connect
when you need workflow, validation rules or record types. these features are not available for external objects. visual force pages and field security is
When activating a Custom app page options can be assigned at what levels
page settings : app name visibility and icon , lightning experience: what apps should have this new page and tab order or mobile tab order
how do you validate a field using an external web service
use an apex trigger and call web service
How do you make custom lightning components work on lightning pages
Configure the component and its component bundle so that they're compatible with the Lightning App Builder and Lightning pages
Deploy My Domain in your org.
what is the purpose of the staging environment
full set of production data and test deployment in production like environment. this is usually a full copy sandbox and code coverage is not enforced
what are steps to ALM
Plan release : develop : test; build release ;test release ;release
Can date functions be used in roll up summary fields
no, you can not use functions like today() or NOW()
Changes with limited impact, such as a new workflow rule or trigger impacting a single business process. These releases typically require testing, but only limited training and change management. Typically, a team delivers the changes for a minor release within a few weeks.
Changes with significant impact, including changes with one or more dependencies. Because these releases can greatly affect the user experience and data quality, they require thorough testing, training, and careful change management. Major releases are typically delivered once a quarter (Salesforce does it three times a year).
change set development
team's release artifact is a set of metadata changes, like a diff or delta, relative to what's in the production org. What gets released is only metadata that has been added or changed—if it doesn't change, it's not in the release.
org development model
use the Salesforce CLI to extract metadata from a development environment to integrate with a version control system (VCS).
se the Salesforce CLI to script routine tasks
you build a release artifact you can test and release independently from artifacts for other projects. Instead of a set of changes relative to production, your team creates a package that contains all the relevant metadata. The metadata in the package includes both changed and unchanged components.
A package version
a fixed snapshot of the package contents and related metadata. The package version lets you manage what's different each time you release or deploy a specific set of changes added to a package
empty orgs (no metadata or data) that are easy to create and dispose of as needed. You can configure scratch orgs to be different Salesforce editions with different features and preferences
What is displayed in the recent section of the nav menu in the Salesforce app
all standard and custom objects
If you want to make it so only associates in the sales dept are allowed to submit contracts for approval. How do you control this?
with the initial submitter section and by choosing roles and subordinates.
creating a lookup relationship with itself as the object
when moving a custom object from sandbox to production with a change set. what happens if you do not select view and add dependencies to get the associated fields and page layouts.
other wise the object will be created without any fields
Can you create a rollup summary field of a formula field on related object.
If a roll-up summary field doesn't contain cross-object field references or functions that derive values on the fly, such as NOW or TODAY, it can calculate the values of formula fields.
in classic what are 3 ways you add campaign members
import leads and contacts from csv
add from the contact, lead or person acct detail page
add contact lead or person accts from report
when installing an unmanaged package: if a naming conflict occurs what components can be renamed
reports, dashboard, documents, email template listview
when using a changeset what data is available to transfer
a change set is for meta data so specific records are not allowed. mostly configuration changes
what can be used as an external ID
number , text or email
what is regex() for
defining validation on a field like a 999-99-9999
what type of custom field is address
it is a special compound field only used on standard objects.
Compound address fields are available only for address fields that exist as part of the standard objects included in Salesforce. You can't create custom compound address fields.
what are some fields that are available to choose when creating custom object
checkbox, number, currency, percent, email, phone and URL
can a master detail relationship be converted to a lookup relationship
yes as long as there are no summary fields on the master obbject
what are 3 operations that can be performed in the gui of data loader
upload attachments , hard delete records and upload documents.
In the salesforce app (mobile version) which area can users access objects from that is similar to the tab area in the web browser version
when setting a sharing rule for an account what options are there for setting the level of access for opp and contractS
yOU CAN set the level of access for
account , contract, asset
how can an approval process be kicked off
tied to button click
process or flow
If the owd for contacts are set to r/w how do we limit that to read only for sales people
in thier profile we set to read as the owd can not grant more access than the object permissions in profile
can a group or queue be assigned as a delegated approver
no, group queue delegat approver
do all objects support approval request queues
no , not all objects support queues
Can Users with the following permissions respond to approval requests, even if they aren't designated approvers.
"Modify All Data"
"Modify All" for an object
yes, they can
can Salesforce campaign functionality track email clicks and opens for a marketing campaign
no, this is not possible. you must use a 3rd party app
what marketing cloud functionality can track email responses including clicks and opens
market cloud products : exact target and pardot
but these coome at an additional license cost
can a lookup relationship be converted to a master detail relationship
yes , if there are not to many relationships already
and there are no null values in the lookup field for a child record
how do you create a master detail relationship if records exist on custom object
you first create a lookup and then convert lookup to master detail
what is the difference between a global action and object specific action
a global action can create a record but will have no relationship with another record.
Actions to create records for an object that is the detail object in a master-detail relationship must be object-specific, not global.
The key difference is that you can only add these actions to record detail pages, since they are automatically associated with a specific object.
What kind of custom tabs can be created to display content
lightning page, visual force page or custom object
describe a lookup filter
lookup filters are settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
In Salesforce Classic, administrators can make lookup filters required or optional. In Lightning Experience, all lookup filters are required, even if admins specify them as optional in Setup.
what is a sandbox template
Sandbox templates control which data is copied into a sandbox.
Sandbox templates allow you to pick specific objects and data to copy to your Full or Partial Copy sandbox to control the size and content of each sandbox. Sandbox templates are only available for use with Full or Partial Copy sandboxes.
can a formula field display images stored as a static resource
Enter your image URL into your Formula Field using the "IMAGE" function.
In the text area, enter your formula using IMAGE to retrieve the image file you uploaded in step 2.
URLs must be enclosed in double-quotes, for example: "sfc/servlet.shepherd/version/download/0687000000dz7Ex"
Using Person Accounts
Person accounts store information about individual people by combining certain account and contact fields into a single record.
From Setup, enter Account Settings in the Quick Find box, and then select Allow Customer Support to enable Person Accounts.
We'll verify your org meets the prerequisites, then send you an email with additional information. If you don't see a message verifying you meet the prerequisites, go back to step 1.
Contact Salesforce Customer Support by logging a case to enable Person Accounts.
what is true regarding person accounts
they do not have a parent account field and do not support account hierarchy
If "Re-evaluate Workflow Rules After Field Change" is enabled for a field update action what can happen
The recursive triggers may cause your organization to exceed its limit for workflow time triggers per hour by creating a recursive
Development Life Cycle mILESTONES
Development, integration testing , user acceptance testing, staging and production migration
to approve a request via email approvers must have the API Enabled permission
true / responses can be approved or denied with first line and comments second line
what is an external object
They are similar to custom objects, except they map to data that's stored outside of Salesforce. They enable your users to to search and interact with external data.
what objects are supported for linking social network profile with a record
In Lightning Experience, you can only access Twitter.
what are 3 meta data types that are not included in the api when doing a deployment
account teams, outlook configuration
when adding a lightning component to a page what can be configured : behavior, properties or events
a dev wants to open a report from the campaign page and filter the report what is the best way :
custom link would do the job and not go against the object limits
What is a console app vs a standard app
apps with console navigation let you open multiple records at a time, and related records open in subtabs under the original record. In console apps, you also get a handy split view that lets you work quickly through a list of records.
How many lookup filters are there and what are they? What can they reference?
there are 3 types of lookup filters dependent , required and optional. Dependant looks at another object for possible fields, required gives you a list and you must select from that list
optional gives you a list initially but you can change.
Fields on Source
Fields on Target
Fields on Related Target Record/Object
How can you ensure that when selecting contacts on a case they are related to the case account
a required lookup filter on the contact name field on case object
what can be used to model a many to many relationship between 2 objects
master detail , junction object
can an admin set the order of objects in the recent section on the Salesforce app
no the user can pin objects
what page will be the landing page for a user in the mobile app
the first item set by the admin on the navigation menue
dev , dev pro, partial copy and full sand
You can create different sandbox environments for your org, depending on your needs for storage, copy configuration, and frequency of refresh.
explain the object delete process for master detail and junction objects
if a master detail record is deleted , the junction object record is moved to recycle bin. if both master records are deleted the junction object is permanently deleted
can you use workflow to update a child record
NO, only process builder can update a related record
what actions can be tied to global quick actions
Global quick actions can create record, send email, log call, invoke visual force page or lightning component.
what is included in the recent section of the salesforce app navigation sec
all objects the user can access
Some objects are excluded from the Recent section in the navigation menu, even if you accessed them recently.
People, groups, notes, dashboards, reports, tasks, and events,
an associate owns a claim and must get approval if approval is over associate claim limit. if record is transferred to new owner then approval manager must know new limit from user record. how can we get new limit on claim.
cross object formula field
when should you use apex
Create Web services.
Create email services.
Perform complex validation over multiple objects.
Create complex business processes that are not supported by workflow.
Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object).
what are the 4 approval actions and workflow actions
create a task, email, field update and outbound message
can you change a data type in salesforce
yes, it may cause you to lose data through truncation
Object-specific create actions create records that are automatically associated with related records. For example, you add an object-specific action on the Account object that creates contacts. If a user creates a contact with that action on the detail page for the Acme account, that new contact is associated with Acme.
can you schedule dynamic dashboard refresh
no, only manual refresh,
dashboards will also not refresh if the running usere does not have access to the dash folder
if a month does not a day 31 and you schedule refresh on 31 it will nto refresh
what are the functions available in a roll up summary fiield
count sum min max
are social media handle fields allowed on reports
no, twitter profile names are not allowed .
how can an admin determine what contacts have linked twitter handles
add to contact list view
what are unmanaged packages typicaly used for
one time distro of an application
open source projects
do updates to records via workflow trigger validation rules
no, so workflow rules can invalidate fields
can you hide related lists if there are no records to display
you can not hide related lists conditionaly
can you create tabbed pages to divide information on a detail page
<!-- Page: -->
<apex:tab label="One" name="name1" id="tabOne">content for tab one</apex:tab>
what is a parallel approval process
sends the request to multiple users at the same time
what are some features of the bulk api
processed in batches
parallel processing ( can select serial will be slower)
when actions available on a detail page for one object are different than the actions on a home page what is a possibility
The global publisher layout was over ridden on the object in the page layout. this must happen for object specific actions to be added
Is there a quote object
Account Hierarchy in Salesforce Classic
hierarchy on account records so sales reps can view relationships between parent accounts and their subsidiaries.
can email to case process special requirements other than creating a case and attachment
no , if any special routing or condition is necessary then you must use a email handler
Dashboard refresh can be scheduled
daily, weekly or monthly. if a user clicks refresh it is refreshed for all users. it is not refreshed automatically on the homepage
how many columns of data can a table component show
4 columns from a matrix or summary report type
which app can prevent duplicates data loader or Import wizard
data import wizard by uploading records according to account name , contact email or lead email
If a user does not have access to a specific record type, will they be able to see record?
y, they will not be able to edit or delete that type
in classic and lightning where can you modify the contact hover details layout
classic is the contact mini page layout
lightning: compact layout properties
Editing the hover detail settings to include or remove fields that you would like displayed and can be customized for each page layout. To edit these settings follow the clickpath below:
company want to control who can submit an expense for approval how would they do that
there is a list of allowed initial submitters : make this the record owner
how can you loop through a related record to get a count of some field and display that field on a parent record using flow designer
using flow elements : fast lookup : loop assignment & record update
what objects can not support custom buttons
web to lead , web to case, user objects and price book object
How the Navigation Menu Works
first item in the Selected list becomes your users' Salesforce app landing page.
can't set different menu configurations for different types of users.
Before you can include Visualforce pages, Lightning pages, or Lightning components in the Salesforce app navigation menu, create tabs for them
You can include dashboards and approval requests
are calendar and calculator standard lightning components
no they can be added from the appexchange
can delegated approvers reassign a request
no they can not reasign
how case works
Use this example of a custom formula field called Days Open to display different text depending on the number of days a case has been open:
"Reassign", 2, "Assign Task", "Maintain")
Days Open for Cases
Use this example of a custom formula field called Days Open to display different text depending on the number of days a case has been open:
"Reassign", 2, "Assign Task", "Maintain")
The following text is displayed:
"Reassign" for any case open three days.
"Assign Task" for any case open two days.
"Maintain" for all other cases.
is it common practice to create a maintenance profile for deployments with no login hours
when you create a master detail relationship a standard report is automatically created
T a standard report is created
when updating the stage field on opportunity what other fields can be affected
type (open, closed-won, closed-lost)
forecast category (pipeline, bestcase, commit, closed)
can the data import wizard load users records
no, only data loader
Can formula fields can be added to external objects
formula fields are not supported for external objects
to disable validation rules for an admin what can you do so that when loading data via data loader you dont hit them
AND( ISCHANGED( Personal_Goal__c ), Owner <> $User.Id, $Profile.Name <>
"Custom: System Admin" )
t/f can you return a text area long for formula type
f , you can return text which is 3900 characters
what can be attached to a custom button in classic
what is find()
search text and return the position of a char , 0 is returned if not found
what is contains ()
Compares two arguments of text and returns TRUE if the first argument contains the second argument. If not, returns FALSE.
IF(CONTAINS(Product_Type__c, "part"), "Parts", "Service")
is the master detail relationship field required on a page layout of the detail record
yes, it can not be omitted
where are delegated approvers set
on a users detail page. user can also select in my settings. delegated approver can not reassign only approve or reject
can you sort related lists
yes , by fields , ascending and descending
what happens when a user clicks a social network icon on a record
prompted to login
if profile is not associated with a record user can select profile
the viewer displays info from each network in a tabbed pop-up window
Add an Approval Step to an Approval Process
Approval steps define the chain of approval for a particular approval process. Each step determines which records can advance to that step, who to assign approval requests to, and whether to let each approver's delegate respond to the requests. The first step specifies what to do if a record doesn't advance to that step. Later steps specify what happens if an approver rejects the request.
if step criteria are defined in approval process what are 3 actions
can a lookup field be converted to master detail if there are null values
no, there can not be nulls
can a junction object be a master in a multi level relationship
no, it can not be a master. it can be a lookup.
Explain converting master detail and lookup relationships
You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.
You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.
Self Relationships : can you have an object look up itself
You can create a relationship from an object to itself, but it must be a lookup relationship, and a single record can't be linked to itself.
what is field service lightning
it provides objects such as work order, work order line items and can be used to track field service activity.
If you don't have a Field Service Lightning add-on license, you just see an Enable Work Orders option, which is on by default.
can a flow be triggered by a field update
no flow can not be triggered by field update
where does the approval email go when a queue is set up for approval process
Approval request emails are sent to the queue email address. If the queue is set up to send email to members, approval request emails get sent to the queue members, unless their approval user preferences are set to never receive approval request emails.
what is similar opportunity
a feature that allows the user to search for opp's that share common fields with users opp. it appears as a related list on opp record
the customer department wants a dashboard to show the number of complaints by product over six months
a table component can show 4 columns of data if source report is matrix or summary and contains a chart
can you change a picklist to a multi-select
yes, the value from the will be saved and the user can select new values
what are the 3 behavior types when a lookup record is deleted
in the lookup definition (field: model child:vehicle)
What to do if the record is deleted : clear the look up value , don't allow delete of parent or delete the record
does process builder delete records
no, but you can call a flow from process builder that can delete the record
what items can be added to the Salesforce app navigation menu
visual force tabs , dashboards and approval requests and Smart Search Item, the first item in the Selected list becomes your users' Salesforce app landing page
only certain users should have visibility to a field on an object what is the best way to achieve
A. record types
B. field level security
C. permission sets
field level security
what are some options to optimize the schema builder
filter objects shown
use map for navigation
if you need to run a task daily remember you can not use
process builder or workflow
what can a text area rich be converted to
text area long , text area images will be deleted the next time field is saved
if org wide default is set to private or read only how can a manager share a record
enable the sharing button on account page
how does adding products to an opp change the object
it turns the amount field to read only being the total of the products
if a profile has a default record type on a opp. when a lead is converted with a differeing record type what will happen
the lead is converted with the default record type
what are the org enviorments outside of production
full sandbox, partial sandbox, dev sandbox
what is full sandbox
is intended to be used as a testing environment. Only. support performance testing, load testing, and staging. are a replica of your production org, including all data, such as object records and attachments, and metadata.We recommend that you apply a sandbox template so that your sandbox contains only the records that you need for testing or other tasks..
what is Partial Copy Sandbox
is intended to be used as a testing environment. This environment includes a copy of your production org's configuration (metadata) and a sample of your production org's data as defined by a sandbox template. Use a Partial Copy sandbox for quality assurance tasks such as user acceptance testing, integration testing, and training.
what is true with external objects
they support lookup relationships
can be viewed with other salesforce data
odata 2 or 4
can use chatter
can not use formula fields
how many components and regions can a lightning page have
a page is composed of regions that contain one or more components and can have multiple components of the same type such as a chart
updating the stage field on an opportunity affects
probability , type and forcast catagory
what can related lists can be sorted by
true, sort field and asc or desc
when performing a production deployment what are some possible steps to lock out users
set all users to maintenance profile with no login hours or if you only have a few profiles then you can set them to no hours
can a custom junction object be in its own master detail relationship
no, it can not have a detail but it can have a lookup relationship
what are facts on external id's
can be case sensative
must be text number or email
what can be used to create indirect relationships between a person account and a contact
contacts to multiple accounts feature
how do you enable person accounts
a. submit a case to customer support
b. enable in setup
what can you do in data loader gui
upload attachments documents or links into content, hard or soft delete records
can you post to chatter with workflow
no, you can not chatter
what is a quick action
add a shortcut to a global or object specific functionality and make it available on the homepage, chatter tab, record detail page or mobile app. this can be a update or create record, send emal, log call
what fields do not support data conversion
encrypted and formula
what is the staging enviorment
the last enviorment before production. staging is used for stress and performace testing, final regression and test deployment
what dashboard item can be used to display information that has not been integrated to salesforce
what is true about details showed for social accounts, contacts and leads
each user sees different details depending on how they are connected and the privacy settings for the objects
how are contacts associated to activities
the whoid field
what are some facts about accessing external data objects
you can not share object
you can not store external data in salesforce
gives you real time access to data
what should you consider when workflow rules execute
field updates happen first
rule applies to a single object
in regard to email to case can you mapp additional fields beside subject and body
no you must use custom email handler
you can not change the field type of a custom field if it is
referenced in other items in setup like process, flow or visual force
when adding a custom field in schema builder are the fields added to page layouts
no, they are available , but not added
is there a sharing option for a object
no, only a sharing button. no need to create custom as it exists
can a text area or rich text area be used in a formula field
no only text field
can text area rich be convrted to long
what can be added to the side bar
cusom report links
T/f there is no self lookup. it is a lookup relation to itself
true , no self lookup
Where are social accounts is set
on the org and user levels but not on profile
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