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Salesforce Associate Certification Exam Study Guide Solutions

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Salesforce Associate Certification Exam Study Guide Solutions KanBan View - ANSWER-can be set to show a graphical view of records in a list view. This view organizes a set of records into columns to track work at a quick glance. Table View - ANSWER-This view is the default display option for Salesforce list views Split View - ANSWER-This view displays Salesforce information with the list on the left and the record detail on the right. Tab - ANSWER-The starting point for viewing, editing, and entering information for a particular object. Recycle Bin - ANSWER-View and restore records Object Manager - ANSWER-A tool that lets admins access object management settings to view and customize standard and custom objects in your org. Related List - ANSWER-A section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case. This list includes details and links related to other records. ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED FIRST PUBLISH OCTOBER 2024 Page 2/61 Formula Field - ANSWER-An algorithm that derives its value from other fields, expressions, or values. This can automatically calculate the value of a field based on other fields. Number field - ANSWER-A field that stores only numeric values. Dynamic Forms - ANSWER-Dynamic forms allow you to display fields and sections on a page layout individually like a component so that users only get what they need to see. Roll-up Summary Field - ANSWER-- 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. This field type can be defined on Master-Detail relationship only Page layouts - ANSWER-This controls the layout and organization of buttons, fields, and related lists on object record pages. customize the fields that will be displayed on the page. Admins use this to customize the content of record pages for users. Useful for different record types when they each require different fields. ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED FIRST PUBLISH OCTOBER 2024 Page 3/61 Apex Code - ANSWER-Is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements in the Lightening platform server in conjunction with calls to the Lightening platform API. Salesforce Path - ANSWER-You use this to guide users through steps in a business process Dependent Picklist - ANSWER-Users use this picklist to filter values for one picklist, based on a selection from another picklist or a checkbox (the controlling value) on the same record. Default values - ANSWER-An admin controls these values on the picklist in Setup mode. Schema Builder - ANSWER-Can be used to view the data model as well as create objects, fields, and relationships quickly. A tool that lets you visualize and edit your data model. It's a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way data flows throughout your system. You can create relationship fields, formula fields, and normal fields in this tool. Object Relationships - ANSWER-- Master-detail - Many-to-many ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED FIRST PUBLISH OCTOBER 2024 Page 4/61 - Lookup Record Types - ANSWER-Used for different business processes, picklist values, and page layouts for different users based on profile. All of these are stored as data fields in the org's database. When you update or create one, the search engine comes along, makes a copy of the data, and breaks up the content into smaller pieces called tokens. We store these tokens in the search index, along with a link back to

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©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED

FIRST PUBLISH OCTOBER 2024




Salesforce Associate Certification Exam

Study Guide Solutions


KanBan View - ANSWER✔✔-can be set to show a graphical view of records in a list view. This view

organizes a set of records into columns to track work at a quick glance.


Table View - ANSWER✔✔-This view is the default display option for Salesforce list views


Split View - ANSWER✔✔-This view displays Salesforce information with the list on the left and the record

detail on the right.


Tab - ANSWER✔✔-The starting point for viewing, editing, and entering information for a particular

object.


Recycle Bin - ANSWER✔✔-View and restore records


Object Manager - ANSWER✔✔-A tool that lets admins access object management settings to view and

customize standard and custom objects in your org.


Related List - ANSWER✔✔-A section of a record or other detail page that lists items related to that

record. For example, the Stage History related list of an opportunity or the Open Activities related list of

a case. This list includes details and links related to other records.

Page 1/61

, ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED

FIRST PUBLISH OCTOBER 2024




Formula Field - ANSWER✔✔-An algorithm that derives its value from other fields, expressions, or values.

This can automatically calculate the value of a field based on other fields.


Number field - ANSWER✔✔-A field that stores only numeric values.


Dynamic Forms - ANSWER✔✔-Dynamic forms allow you to display fields and sections on a page layout

individually like a component so that users only get what they need to see.


Roll-up Summary Field - ANSWER✔✔-- 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.




This field type can be defined on Master-Detail relationship only


Page layouts - ANSWER✔✔-This controls the layout and organization of buttons, fields, and related lists

on object record pages. customize the fields that will be displayed on the page. Admins use this to

customize the content of record pages for users.




Useful for different record types when they each require different fields.


Page 2/61

, ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED

FIRST PUBLISH OCTOBER 2024




Apex Code - ANSWER✔✔-Is a strongly typed, object-oriented programming language that allows

developers to execute flow and transaction control statements in the Lightening platform server in

conjunction with calls to the Lightening platform API.


Salesforce Path - ANSWER✔✔-You use this to guide users through steps in a business process


Dependent Picklist - ANSWER✔✔-Users use this picklist to filter values for one picklist, based on a

selection from another picklist or a checkbox (the controlling value) on the same record.


Default values - ANSWER✔✔-An admin controls these values on the picklist in Setup mode.


Schema Builder - ANSWER✔✔-Can be used to view the data model as well as create objects, fields, and

relationships quickly. A tool that lets you visualize and edit your data model.




It's a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way data

flows throughout your system.




You can create relationship fields, formula fields, and normal fields in this tool.


Object Relationships - ANSWER✔✔-- Master-detail


- Many-to-many


Page 3/61

, ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED

FIRST PUBLISH OCTOBER 2024




- Lookup


Record Types - ANSWER✔✔-Used for different business processes, picklist values, and page layouts for

different users based on profile.




All of these are stored as data fields in the org's database. When you update or create one, the search

engine comes along, makes a copy of the data, and breaks up the content into smaller pieces called

tokens. We store these tokens in the search index, along with a link back to the original ___________.




1. Subcategory of objects.


2. Allows you to offer users different page layouts and picklist values for different business scenarios,

based on their profiles.


3. Allows you to funnel into appropriate workflows/queues.


Field Types - ANSWER✔✔-Examples of this in Salesforce are:


- Formula


- Checkbox


- Date

Page 4/61

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