Salesforce Admin Section 2: Object Manager and Lightning App Builder

Lookup Relationship

• Add a field to an object that a user can use to find and link another object

• Ex: If you have a properties object, you can add a link to a contact object on the page.

• Can only have 1 record selected at a time

• For example: A property object can only have 1 owner, but a specific contact can own multiple property objects

• Can use lookup relationship on self.

Master-Detail Relationship

• A special type of relationship between objects (parent-child) where:

  • The relationship field is required on all detail records

  • The ownership and sharing of a detail record are determined by the master record

  • When a user deletes the master record, all detail records are deleted

  • You can create rollup summary fields on the master record to summarize the detail records

• Sometimes, default to lookup

• The master side of the relationship controls some aspects of the Detail side.

• Detail record depends on the master record

• Can only use 2 master detail relationships on any given object

• Cannot make a standard object the detail object

Schema Builder

• A place where you can see the relationships between your objects.

• Like SQL schemas

• Can even create fields on the schema builder if needed

Object Manager

• A place where you can view all objects you have access to

• Shows standard and custom objects

• When you click on it, you have a lot of ways to edit

• You can add fields, change page layout, and update record types.

Record Type

• Creates different types of records in a single object

• For example, in the account object, we can have a customer account or corporate account, and each of should have a different page layout

• Helps you choose:

  • Which page layout you want for each type

  • Allows you to create different processes for different types

  • Assign a different profile permission to each

  • For example, you can only allow your corporate users to create corporate accounts and nonprofit users to create nonprofit accounts

Page layout

• Controls what users can see and edit on a record page

• Controls fields, sections, buttons, related lists, mobile layout

• It does not control record access, field existence, and dynamic logic

• Assigned based on profile + Record type. Different users see different layouts for the same object

• drag n drop

Custom Fields

• A field that is not a standard field

• Can always remove standard fields from page layout if needed

• Cannot delete standard fields, only custom

• Can restore a deleted custom field within 15 days

• If you have trouble deleting a field, it probably is because that field is referenced somewhere else in salesforce, such as Apex custom code

Sales Process

• Used on Opportunities

• Controls which Stage values are available

• Assigned via Record Type

• Stage Values

  • Prospecting - Initial Outreach; Potential lead identified

  • Qualification - Lead confirmed as viable opportunity

  • Needs Analysis - Understanding customer requirements

  • Value Proposition - Presenting solution and benefits

  • Id. Decision Maker - Identifying who approves the deal

  • Perception Analysis - Addressing objections and concerns

  • Proposal/Price Quote - Formal quote or proposal sent

  • Negotiation/Review - Final terms being discussed

  • Closed Won - Deal successfully completed

  • Closed Lost - Deal not won

• You can define which stages you want to use in the process and connect it to a specific process.

Support Processes

• Processes used for cases

• controls which status values are available

• Assigned via Record Type

• Statuses

  • New - Case just created

  • Working - Case actively being handled

  • Escalated - Elevated due to urgency or complexity

  • On Hold - Waiting on customer or third party

  • Closed - Case resolved