Data Modeling and Management Flashcards

An admin needs to enforce that an Opportunity's Close Date cannot be set in the past when a new record is created. Which tool should be used?

Answer: Validation Rule

A validation rule using ISNEW() && CloseDate < TODAY() will prevent new Opportunity records from having a past Close Date.

What is the primary purpose of the Data Import Wizard in Salesforce?

Answer: To import data for standard and custom objects with a guided, browser-based interface

The Data Import Wizard provides a step-by-step UI for importing up to 50,000 records for supported standard and custom objects.

Which object in Salesforce stores the relationship between a Contact and a secondary Account when 'Contacts to Multiple Accounts' is enabled?

Answer: AccountContactRelation

The AccountContactRelation object stores the indirect relationships between Contacts and additional Accounts beyond the primary Account.

An administrator wants to prevent a record from being saved if a required custom field is left blank. Without using code, what is the best method?

Answer: Mark the field as Required in the field definition or page layout

Setting a field as Required either at the field definition level or on the page layout prevents record saves when the field is empty.

Which of the following field types CANNOT be used as a controlling field for a dependent picklist?

Answer: Multi-Select Picklist

Multi-select picklist fields cannot act as controlling fields; only standard picklists and checkbox fields can control dependent picklists.

What is the effect of converting a lookup relationship to a master-detail relationship on existing records?

Answer: All existing child records must have a populated lookup value before conversion is allowed

Salesforce requires all existing child records to have a value in the lookup field before it can be converted to a master-detail relationship.

An admin is designing a data model for a custom object that must support roll-up summary fields from a child object. What type of relationship must exist between the two objects?

Answer: Master-Detail with the custom object as the master

Roll-Up Summary fields are only available on the master (parent) side of a master-detail relationship.