Cert Prep: Platform Administrator: Configuration, Setup, and Objects: Review Object Manager and Lightning App BuilderSalesforce 78.

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Study for the Administrator Certification Exam > Cert Prep: Platform Administrator: Configuration, Setup, and Objects > Review Object Manager and Lightning App Builder

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the standard object architecture and relationship model
  • Explain how to create, edit, delete, and customize fields and page layouts on standard and custom objects and the implications(함의) of deleting fields.
  • Determine how to create and assign page layouts, record types, and business processes for standard and custom objects.
  • Practice common scenarios related to standard and custom objects.

Key Topics

This unit prepares you for the Object Manager and Lightning App Builder section of the Salesforce Platform Administrator exam, which makes up 15% of the overall exam. This section of the exam tests these topics.

  • Object architecture
  • Object relationships
  • Creating, editing, and deleting fields
  • Creating and assigning page layouts
  • Creating and assigning record types
  • Creating and assigning business processes
  • Creating custom objects

Like the previous units, this unit contains practice scenario-based questions and flashcards.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Question 1 of 10

The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they’re tracking toward their goal for quarter end. Which standard object stores information about sales deals? Opportunity

Question 2 of 10

A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer. Which two standard objects are related to account records? Lead, Opportunities

Question 3 of 10

The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce. Which three objects have a relationship with a Campaign? Lead, Contact, Opportunity

Question 4 of 10

Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes? IF

Question 5 of 10

The sales managers at Ursa Major Solar want opportunities that have not been updated in the past 30 days to automatically be flagged. How should an administrator implement this requirement?

Question 6 of 10

The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records. How should the administrator configure this?

Question 7 of 10

The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on an opportunity. How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers.)

Question 8 of 10

Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But, all users should be able to view Invoice Payment reports. How should the administrator implement this requirement?

Question 9 of 10

The marketing team at Ursa Solar Major wants a chart added to the home page specific to their lead generation. What should an administrator recommend to meet this request?

Question 10 of 10

The administrator updated the sales operation team’s project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing. What should the administrator troubleshoot to ensure the changes are implemented?

Exam Topic Flashcards

The Object Manager and Lightning App Builder section of the exam covers object relationships, creating custom objects, and creating and assigning page layouts, record types, and business processes. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

Flashcard 1 of 11

A delegated(위임된) administrator at Ursa Major Solar cannot edit the Created Date field for the account record. What reason should the administrator give for why this is occurring?

This is a System Audit field and it’s Read-Only for existing records.

Flashcard 2 of 11

Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected. What two actions allow the administrator to provide enhanced security for this field?

>> 카드번호를 사용자 비번이랑 결합해서 암호화해서 사용자비번을 입력하게 한뒤 해당 카드번호를 풀어서 사용한다.
해당 필드를 빌링팀만 접근하도록 권한을 제한한다.

Create an encrypted text field.
Update field-level security settings.

Flashcard 3 of 11

Ursa Major Solar has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. What feature allows an administrator to maintain the same field for two different teams?

>> Global Value Set

Record Types

일단 Unique picklist를 잘못 번역했어. 각 팀마다 서로 다른 picklist value를 쓰고 싶다는건데 unique picklist를 고유한 값으로 쓰고 싶다고 알아듣고 Global Value Set에 저장하면 되겠다고 생각했는데. 사실 여기서 말한 unique는 각팀마다 서로 다른 값을 사용하고 싶다고 한거야. Global Value Set은 여러 필드가 같은 값을 사용할때 쓰는것이고, Record Types에서는 같은 필드인데 값을 다르게 보여주는 거기 때문에 문제에서 요청한 기능을 구현하려면 Record Types을 써야하는거야.

Flashcard 4 of 11

Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different Stage values. What should the administrator update to support this requirement?

Stage Selected Values in the Sales Processes

핵심은 Stage 값은 “Record Type”이 아니라 “Sales Process”에서 컨트롤한다는 거야.

Renewal 팀은

  • Opportunity 필드는 대부분 동일하게 사용
  • ❗ Stage 값만 다르게 쓰고 싶음

즉 → 페이지 레이아웃이나 필드가 문제가 아님. 👉 Stage picklist에 어떤 값이 보이냐가 문제

Stage는 일반 Picklist랑 다름

보통 picklist는 Record Type에서 선택값을 제어
하지만 Opportunity의 Stage는 특별해서 Sales Process에서 제어됨

Opportunity
 ├─ Record Type
 │    └─ Sales Process 연결됨
 │          └─ Stage 선택값 결정

Renewal 팀만 다른 Stage를 쓰려면

  1. Renewal용 Sales Process 만들고
  2. 거기서 Stage 값 다르게 선택
  3. 그 Sales Process를 Renewal용 Record Type에 연결

그래서 정답이
Stage Selected Values in the Sales Processes

Flashcard 5 of 11

The customer support team wants to use a different Page Layout when closing a Case. What method should the administrator use to fulfill this request?

>> Page Layout

Case Close Page Layout

Case Close Page Layout은 Case를 Close할 때만 뜨는 전용 레이아웃. Object Manager에서 만드는 일반 Page Layout이랑 다름. 따로 존재하는 거임. 평소에는 상담 중이라 입력 필드 많으면 귀찮음. Close 할 때만 Resolution 입력 받기.

  1. Setup > Object Manager > Case > Page Layouts > Case Close Page Layout
  2. > Case Close Page Layout 생성
    • 종료할 때 필요한 필드 배치
    • 필수값 설정 가능

Flashcard 6 of 11

Formula Field

>> 실제로 존재하는게 아니고 보고서에 즉석에서 계산해서 보여주는 필드

A read-only field whose value is evaluated from the formula or expression defined by us. You can define formula field on both standard and custom objects. Any change in expression or formula automatically updates the value of formula field.
You can define formula field for 7 types:
– Number
– Currency
– Percent
– Date
– Date / Time
– Checkbox
– Text
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Flashcard 7 of 11

Custom Objects

>> Standard Objects이외에 더필요하면 임의로 만들어서 추가해서 쓰는 오브젝트지

Objects that you create to store information that’s specific to your company or industry.

Flashcard 8 of 11

Roll-up Summary Field

>> related field를 grouping해서 SUM, MIN, MAX등의 그룹함수를 사용해서 필드에 같이 보여주는것

A custom object field that calculates values from related records or the records in a related list.
Created to display a value in a master record based on the values of fields in a detail record.

Flashcard 9 of 11

Lookup Field

>> 필드값을 다른 레코드에서 검색해와서 선택하도록 만든 필드. 하나의 부모에 여러개의 자식값을 가질수 있는 필드.
Lookup Field도 Master-Detail과 동일하게 부모필드를 참조하지만 Master-Detail처럼 강하게 묶여 있지는 않아서 Parent를 삭제해도 상관없다.

Also a one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. Child objects are independent.
Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.

Lookup Relationship

  • loosely coupled relationship
  • optional parent
  • independent security & deletion

Flashcard 10 of 11

Master-detail

>> 부모자식 관계가 끈끈해서 부모삭제하면 자식도 삭제됨

Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record.
(For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.)

Flashcard 11 of 11

One-to-many

>> 하나의 레코드에 다른 연결된 레코드를 여러개 가질수 있을때

Relationship with many child objects but one Parent Object. (Example: Many metro cities are associated with one country.)
This kind of relationship is represented in four different forms:
Master-detail, LookUp (loosely coupled relationship), Self, Hierarchical

Quiz

  1. The Object Manager and Lightning App Builder section makes up what percentage of the Platform Administrator Certification exam?
    A. 5%
    B. 10%
    C. 15%
    D. 25%
  2. Which key topics are covered in the Object Manager and Lightning App Builder section of the Platform Administrator Certification exam?
    A. Reports and dashboards, dynamic content, and customizing page layouts
    B. Object architecture, creating and customizing flows, and Chatter
    C. Object relationships, creating custom objects, and creating and assigning page layouts
    D. Creating and assigning record types, dynamic content, AppExchange