by Admin | Aug 28, 2015 | ADM 301, Study Guides
Review Converting 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...
by Admin | Aug 28, 2015 | ADM 301, Study Guides
Review Organization Wide Defaults Organization Wide defaults allow you to specify the default level of access available for objects. When setting your Organization wide defaults, lock your data to the most restrictive level. Settings Available: Public Read/Write...
by Admin | Aug 19, 2015 | Study Guides
Relationship Implications on Reporting: Lookup relationship joins data from two related objects Master-Detail relationship joins data from three objects A primary or master object determines the visibility of records Reports can only display one child at a time For...
by Admin | Aug 19, 2015 | Study Guides
Record Ownership: Owners have full access to their own records which is a single row of information if we were to compare to a spreadsheet. Child records in the master-detail relationship do not have an owner as ownership is inherited from the parent. In order to...
by Admin | Aug 19, 2015 | Study Guides
Custom Formula Fields: Used to build business specific calculations using simple wizards and formulas. Can reference: Standard Custom Other Formula Fields Fields on Related Objects Cross Object Formulas: Can be created for objects linked by either Master-Detail or...
by Admin | Aug 19, 2015 | Study Guides
Available Customization: Custom Logo – Can be GIF or JPG should be less than 20KB Custom Landing Page – Any tab can be selected as a Default Landing Tab Custom Tabs: Custom Object Tab: can be used to display the data of any custom object Web Tabs: display...
by Admin | Aug 19, 2015 | Uncategorized
When looking at the Data Model it is important to understand what Salesforce considers to be an Object. Object: An object is analogous to a table that contains the data. However, it is important to understand an Object is more abstract that just a database table....
by Admin | Aug 19, 2015 | Uncategorized
What are the benefits of the Force.com platform, and what is its relationship to cloud computing? It enables you to configure and customize the Sales Cloud, Service Cloud, and Chatter. It provides point-and-click interface for many customizations. It includes workflow...
by Admin | Aug 19, 2015 | Uncategorized
Licenses: Every user must have a license, licenses determine access levels. Feature licenses can be purchased for additional features. Salesforce License: Full access to the standard CRM, Force.com AppExchange apps, Standard or custom apps Salesforce Platform...
by Admin | Aug 16, 2015 | ADM 201, Study Guides
One objective with questions around 2% of the Salesforce administrator exam: Exam Objective: Identify use cases for AppExchange applications The AppExchange is a Web directory where apps built on the Force.com platform are available to salesforce.com customers to...