Important Basic Concepts every Salesforce Admin should Know
Published in
3 min readJan 16, 2021
- Standard Object can not be Detailed side.
- Converting a master-detail relationship to a lookup for a custom object on the “detail” side changes the organization-wide default for the object to public read/write.
- Detail record inherits two things from the master one is owner and second is sharing settings.
- we can not reparent the child record only through reparenting option it is possible.
- Default OWD for the custom object is Public read/write.
- Through Schema builder we can create the field but the field will not be available on Page layout and it will be editable for all the profile.
- The external object is the same as the custom object; added suffix __x at the end of the name. Data of the eternal object does not store in the salesforce.
- The biggest advantage of the Data import wizard is; you can control the workflow trigger.
- Data import wizard can also prevent the duplicate record insertion based on the other fields.
- Record type controls page layout and picklist value.
- Formula field not saved in the database.
- Formula field is a read-only field.
- Cross object formula can be traverse till up to 10 levels.
- Rollup summary has no average. the sum is not applied to a date field.
- Rollup summary only supports in master details relationship but there is an exception with an opportunity to account and product to opportunity.
- Rollup Summary field is read-only.it stores data into the database and recalculates the data whenever details record gets updated.it took some time to update the Rollup Summary fields.
- We can not exclude the validation rule even it’s created from anywhere.
- Validation rule does not fire automatically and it does not apply for pre-existing data. we need to fire the CRED operation to perform the validation rule.
- As we know workflow has four action Email, field update, Task creates, outbound message. The order of execution is Field update, Task creates, Email sent Outbound Message.
- Biggest advantages of process builder over workflow process builder can store up to 50 version.
- Only Flow supports the delete event in all the Process automation.
- You can undelete records from the recycle bin for only 15 days.
- global actions can’t update a record.
- Formula and cross object formula field share same data type which is a formula.
- The most powerful thing about quick actions is that each action comes with its own unique layout that you can customize.
- You can’t customize keyboard shortcuts in Lightning Experience.
- You can have up to three custom detail levels.
- You can’t create a master-detail relationship if the custom object already contains data. You can, however, create the relationship as a lookup and then convert it to master-detail if the lookup field in all records contains a value.
- Sites and domains can have a many-to-many relationship. Each domain can have up to 200 sites, and each site can be associated with up to 500 domains
- When a user session expires, in-progress flow interviews are interrupted and can’t be resumed. If the flow executed actions, such as a Create Records or Post to Chatter element, those actions aren’t rolled back. But other progress through the interview, such as what the user entered on the screen, is lost.
- Storing field values automatically in the Get Record element is available only for screen flows and auto launched flows.
