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Platform App Builder
Study Checklist
Checklist progress
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Given a scenario, determine the appropriate data model.
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Standard versus custom objects
Learn this conceptStandard object selection for business entities
Learn this conceptCustom object versus custom field
Learn this conceptPicklist versus related object
Learn this conceptMaster-detail versus lookup for parent-child models
Learn this conceptJunction objects for many-to-many relationships
Learn this conceptSelf-relationships on the same object
Learn this conceptHierarchical relationships on the User object
Learn this conceptSchema Builder for data model design
Learn this conceptRecord types for layouts, picklists, and processes
Learn this conceptRecord type assignment and the Master record type
Learn this conceptSales, support, lead, and solution processes
Learn this conceptCustom metadata types versus custom objects
Learn this conceptHierarchy versus list custom settings
Learn this conceptGiven a scenario, explain the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.
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Given a scenario, determine the considerations when selecting or changing a field data type.
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Given a scenario, determine the options and considerations when importing and exporting data, including the capabilities of external data sources.
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Record types let you offer different page layouts, picklist values, and business processes to different users on the same object. Use them when one object must support more than one way of working, for example Hardware versus Consulting contacts, or support cases versus billing cases. They tailor what users see and choose; they do not hide records.