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This article introduces the knowledge of "what are Salesforce objects and fields". Many people will encounter such a dilemma in the operation of actual cases, so let the editor lead you to learn how to deal with these situations. I hope you can read it carefully and be able to achieve something!

What is a standard object (Standard Objects)?

What is a custom field?

Custom fields are new fields created on any standard or custom object to capture additional information needed by the business.

Custom fields can be deleted

Salesforce stores fields and data that will be deleted for up to 15 days, during which time they can be undeleted or permanently deleted.

You must switch to Salesforce Classic to access the object's list of deleted fields

API name defaults to _ _ c

Data type

Currency

Date

Check box

List of options

Text

Field information

Field label

Length

Options list valu

Description

Help text

Field access permission

Which profiles are visible

Which profiles are editable

Add to page

Which page layouts are added to

Example:

1. Create a new Has Support Plan check box on the customer object, and Sales and Support users can edit Step 1:

Step 2:

Step 3: make everything else read-only, Sales and Support editable

What is a lookup relationship? Lookup Relationship

Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list . A lookup relationship is a relationship between two objects. A lookup relationship essentially links two objects together so that one object can be "found" from the related items of another object. Lookup relationships can be one-to-one or one-to-many.

The relationship between account Account and contact Contact is one-to-many, because an account can have many related contacts.

Salesfroce Admin 201:

What standard object has an one-to-many relationship with the account object? Choose 3 answers A. Opportunity

B. Contact

C. Case

D. Campaign

E. Lead

Analysis: which standard object has an one-to-many relationship with account object? a. Business opportunity B. Contact C. Case D. Marketing activity E. The answer to the potential activity is ABC

What is a custom formula field?

Using custom fields, you can reference other values for calculation to display new numbers, text, dates, or check box values that meet business requirements.

The formula field is read-only and will not be displayed on the record editing page

You can reference a field on the same object, parent object, or lookup object Lookup

Cannot reference encrypted Encrypted, description or custom long text area fields

Not searchable, not available for lead Lead conversion and periodic export features

Salesforce Admin 201

9 、 Which of the following are true about formula fields? Choose 3 answers A They are read-only

B They will not display on record edit pages

C They will not display on record detail pages

D They are not searchable

E They will not display on reports

Correct answer ABD

Cross-object field Cross-object formula field

The cross-object formula refers to the fields of the parent object. You can access up to 10 parent fields using the insert Fields browser on the Advanced Formula tab.

[practice] on the business opportunity, create a new bonus Commission formula field with a 10% commission

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