CC Data Model
True or false: In Cloud Coach, we are unable to use master-detail and lookup relationships for our custom objects.
False
True or False: Cloud Coach uses Page Layouts to configure our side panel, column headers, and project list view.
False, we use field sets.
In Cloud Coach, when building a new record type, it is best practice to assign it using _______________.
a permission set
True or False: Cloud Coach allows users to create their own custom field sets.
True
What type of files are accepted by Salesforce for data import?
.CSV
Tickets are created within the __________ tab.
Controls
A critical step in creating a new record type is the ability to edit the _____ values.
picklist
What is the main purpose of using record types in Cloud Coach?
To group records all under one object, but maintain the ability to customize them for different users.
We can assign a field set to a specific record type by copy and pasting the ______ from the record type at the beginning of the field set.
API Name
What kind of data can we import or export within Cloud Coach Admin? (name 2)
Metadata, Imports from MS Project
In order to display the total number of project subtasks on the project object, we need to build a series of ______ utilizing the existing master-detail relationships.
Roll-up Summaries
If we do not assign a record based on profile, it is critical that we check the _____ box when building the record type.
'Active'
True or False: Record types determine the fields displayed on the project side panel, column headers, and summary page.
False, that's field sets
Once the Field Set is created/open, fields can be added or removed by...
dragging and dropping from the panel above.
In Cloud Coach, middleware is primarily used for:
Pushing data from Salesforce to and from an outside system on regular intervals
Financials, HR systems, Project software (Jira)
In a ___________________ relationship if a parent record is deleted it will cascade and delete the child records.
Master-Detail
We use page layouts rather than field sets to display details on our _____ tab within the project object.
Summary
Cloud Coach most commonly builds custom record types on which two objects?
Tickets and Projects
True or False: When it comes to field sets in Cloud Coach, all field sets have to be set up manually when you are initially setting up the org.
False, you have the option to create more whenever. Several do come OOTB.
True or False: Project templates and Meeting templates are unable to be exported/imported with the Cloud Coach Admin tab.
False
What kind of relationship is there from Project Phase to Project Task?
Master-Detail
True or False: When we add a new button to a page layout, it will be visible in the Timelines section of a project.
False, because the timelines section if a Visualforce page. We can navigate to the Lightning Record Page of a project to view the page layout as it was designed in setup .
When creating or editing a field set, fields can be which of the following: A. set as required. B. deleted. C. added, removed, set as required
C. added, removed, set as required
We use field sets to customize the fields displayed on our ______ pages.
VisualForce
True or False: We can use the Data tab in Cloud Coach Admin to import and export certain items from a Cloud Coach testing environment to a production environment.
True