Salesforce Admin Training Week 3 (Version 1) – Creating Fields and Objects
Following on from Salesforce Admin Training Week 2 – 14 Sept 2021
Big thanks to Harrison Thomas for presenting. There is a lot to cover.
EXAM TOPICS TO COVER
- Adding a new field
- Object Manager
- Creating new objects and fields
- Field Types (and Data Loss)
- Formulas and Validation Rules
- Schema Builder
- Master Detail and Lookup Relationships
- Linking Standard and Custom Objects
- Record Types and their uses
- Junction Objects
Additional points – Environments.
“Production” is your live work environment.
“Sandbox” is a copy of your work account for testing or development.
A “developer org” is a standalone environment tied to an individual.
A “Trailhead Playground” is a developer environment that is provisioned in Trailhead.
TOPICS & LINKS
Customize a Salesforce Object – https://trailhead.salesforce.com/en/content/learn/projects/customize-a-salesforce-object
Key Exam Topics
Salesforce field conversion data loss – https://help.salesforce.com/s/articleView?id=sf.notes_on_changing_custom_field_types.htm&type=5
When to use Record Types Vs Page Layouts? https://www.salesforceben.com/when-to-use-record-types-vs-page-layouts/
EPISODE 2 – MODEL YOUR SALESFORCE DATA
In this session we answer, What is an Object in Salesforce? and what is the difference between Salesforce Standard Objects and Custom Objects.
- Conventional Database Tables Vs Objects
- Standard and Custom Objects
- Relational Data Modelling
- Schema Builder
- Q & A
Check this blog post for PPT and further learning link (Trailhead module link)
Also for more about Formulas, Rollup Summary Fields, Validation Rules and Approval Processes from the Ladies Be Architects Platform App Builder video series.