Salesforce Admin Training Week 3 – Creating Fields and Objects

Posted on by

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

Object Manager and Lightning App Builder: 20%
  • Describe the standard object architecture and relationship model. (for example: standard object, parent/child, master detail/lookup/junction relationships, and record types.)
  • Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.
  • Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.

 

Meeting topics

  1. Adding a new field
  2. Object Manager
  3. Creating new objects and fields
  4. Field Types (and Data Loss)
  5. Formulas and Validation Rules
  6. Schema Builder
  7. Master Detail and Lookup Relationships
  8. Linking Standard and Custom Objects
  9. Record Types and their uses
  10. 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

Data Modeling – https://trailhead.salesforce.com/en/content/learn/modules/data_modeling

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

https://developer.salesforce.com/forums/?id=906F0000000BXZBIA4

When to use Record Types Vs Page Layouts? https://www.salesforceben.com/when-to-use-record-types-vs-page-layouts/

APEXHOURS

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.

Agenda

  1. Conventional Database Tables Vs Objects
  2. Standard and Custom Objects
  3. Datatypes
  4. Relational Data Modelling
  5. Schema Builder
  6. 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.

 

MEETING RECORDING