Object Manager & Lightning App Builder – (20%)

Custom object ၁ခု create ပီးအောက်ကအပိုင်းတွေကို လိုက်စမ်းပီး လုပ်ကြည့်သင့်ပါတယ်

1. Object Architecture & Relationships
  • Standard Objects: Salesforceမှာ standard objectတွေ default နေနဲ့ပါပီးသားပါ e.g., Account, Contact, Opportunity, Case, etc..
  • Custom Objects: Created by admins for custom data needs.
  • Relationships:
    • Lookup ➞ Loose link (parent can exist without child).
    • Master-Detail ➞ Strong link (child depends on parent; roll-up summary possible).
    • Junction Object ➞ Many-to-many relationship using 2 master-detail fields.
  • Record Types: Allow different business processes, picklist values, layouts for same object.
2. Fields & Page Layouts
  • Create Fields: Choose data type, set field-level security, add to layouts.
  • Delete Fields: Moves to recycle bin for 15 days, may cause data loss, can break reports, formulas, or integrations.
  • Customize Layouts: Arrange fields, related lists, and sections for usability.
  • Field Type Converting ကိုလဲသိထားသင့်တယ်။ ဥပမာ Auto Number type ကို Text typeပြောင်းရင် ဘာအကျိုးသက်ရောက်မှုတေရှိလဲမေးတတ်ပါတယ်။
    ဒီ Reference link မှာ Data Type Restrictions လိုက်ဖတ်ပီးအရေးကြီးတာလေးတွေမှတ်ထားသင့်။
3. Page Layouts, Record Types & Business Processes
  • Page Layouts: Control what users see (fields, buttons, related lists).
  • Record Types: Assign different layouts, picklists, processes by profile.
  • Business Processes:
    • Sales Process ➞ Opportunity stages.
    • Support Process ➞ Case statuses.
    • Lead Process ➞ Lead statuses.
    • Solution Process ➞ Solution statuses.
4. Lightning App Builder
  • Use: Build custom record pages, home pages, app pages.
  • Drag-and-drop components (standard, custom, AppExchange).
  • Visibility Rules: Show/hide components based on user profile, record type, field value.
  • Best Practice: Use Lightning pages for modern UI instead of just page layouts.
Exam Tip
  • Difference between lookup vs master-detail vs junction.
  • Usage of record type on cases (different processes/layouts).
  • Understand impact of deleting/conversing fields.
  • Be familiar with Lightning App Builder features & visibility rules.
  • Lead convertingလုပ်တဲ့ flowတွေ