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.
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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