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Section 1
Use formula fields
Preview
Preview: Business Logic and Process Automation (28%)
Preview includes- 4 of 5 lesson topics
- 1 overview segment
- 3 core concepts
- 2 exam tips
Lesson Topics
- Use formula fields
- Formula fields are read-only calculated fields; users do not edit the result directly.
- They recalculate when referenced data changes or when time-dependent functions such as TODAY() are evaluated.
- Cross-object formulas can reference parent data through relationships, but formulas do not iterate over arbitrary child collections.
Overview
Formula fields are the first choice when a value should be derived from record data and always reflect current inputs without storing a new historical value.
Core Concepts
- Formula fields are read-only calculated fields; users do not edit the result directly.
- They recalculate when referenced data changes or when time-dependent functions such as TODAY() are evaluated.
- Cross-object formulas can reference parent data through relationships, but formulas do not iterate over arbitrary child collections.
Exam Tips
- If the requirement says 'always current,' 'read-only,' or 'without storing updates,' favor a formula.
- Check whether the requirement needs current value or historical snapshot; snapshots usually require storage/automation.
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Section 2
Choose declarative versus programmatic customization
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Section 3
Select standard or custom objects
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Section 4
Customize the Lightning user interface
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Section 5
Choose sandbox types for lifecycle stages
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Section 6
Use roll-up summary fields
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Section 7
Extend functionality with AgentExchange
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Section 8
Design lookup and master-detail relationships
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Section 9
Choose buttons, links, and actions
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Section 10
Enforce validation rules
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Section 11
Apply object, field, and record access
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Section 12
Evaluate relationship effects on access and reporting
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Section 13
Configure approval processes
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Section 14
Validate and deploy change sets
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Section 15
Apply record types and page layouts
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Section 16
Select sharing solutions
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Section 17
Choose the correct Flow type
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Section 18
Choose and change field types safely
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Section 19
Build reports and dashboards
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Section 20
Avoid automation recursion and errors
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Section 21
Use Schema Builder
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Section 22
Place standard or custom Lightning components
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Section 23
Apply record types to business processes
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Section 24
Design mobile actions and layouts
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Section 25
Import and export data
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Section 26
Choose managed or unmanaged packaging
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Section 27
Select declarative versus programmatic UI
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Section 28
Troubleshoot automation execution
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Section 29
Use collaboration capabilities
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Section 30
Use external objects appropriately
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Section 31
Plan dependency-aware deployment
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Section 32
Verify and remediate releases
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