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.
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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.
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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
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- 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
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