PD1 Data Modeling and Management 3 — Questions and Answers
Question 1: Which Salesforce feature allows a developer to enforce that a record cannot be saved unless a related record exists?
- Validation Rule (Correct answer)
- Required Field Setting
- Master-Detail with required lookup
- External ID field
Correct answer: Validation Rule
A Validation Rule can check for the presence of a related record and block saves when the condition is not met.
Question 2: An External ID field in Salesforce is primarily used for:
- Generating unique record IDs
- Linking records to external systems during data import/upsert (Correct answer)
- Enforcing record-level security
- Creating encrypted field values
Correct answer: Linking records to external systems during data import/upsert
External ID fields store unique identifiers from external systems and can be used as upsert keys during data import operations.
Question 3: A developer is designing an object that tracks job applications and needs to ensure each application is always associated with a job posting. Which approach enforces this at the data model level?
- Lookup relationship with a required field setting
- Master-Detail relationship to the Job Posting object (Correct answer)
- Validation rule on the Application object
- Workflow rule on the Job Posting object
Correct answer: Master-Detail relationship to the Job Posting object
A Master-Detail relationship makes the parent field required by default, ensuring every child record must have a parent.
Question 4: What is the purpose of Schema Builder in Salesforce?
- Writing Apex triggers for custom objects
- Visually creating and modifying objects and their relationships (Correct answer)
- Generating SOQL queries for complex joins
- Managing data imports via CSV
Correct answer: Visually creating and modifying objects and their relationships
Schema Builder provides a drag-and-drop visual interface to create objects, fields, and relationships in one view.
Question 5: Which data type should a developer use when they need to store a precise currency amount that changes with the user's currency locale?
- Number
- Text
- Currency (Correct answer)
- Percent
Correct answer: Currency
The Currency field type respects multi-currency settings and displays values in the user's currency, making it appropriate for monetary values.
Question 6: In Salesforce data modeling, what is a 'self-relationship'?
- A relationship where an object's formula references itself
- A Lookup or Master-Detail relationship where an object relates to another record of the same object type (Correct answer)
- A relationship between two standard objects only
- An encrypted relationship between records
Correct answer: A Lookup or Master-Detail relationship where an object relates to another record of the same object type
A self-relationship is when an object has a Lookup or Master-Detail field that points back to the same object, commonly used for hierarchies.
Question 7: What is the key limitation of a Roll-Up Summary field using SUM?
- It cannot be used in reports
- It only works on the child side of the relationship
- It can only aggregate Number, Currency, or Percent fields (Correct answer)
- It refreshes only once per day
Correct answer: It can only aggregate Number, Currency, or Percent fields
Roll-Up Summary SUM (and MIN/MAX) operations can only be performed on numeric field types: Number, Currency, and Percent.
Which Salesforce feature allows a developer to enforce that a record cannot be saved unless a related record exists?