Associate Cert - Navigation Flashcards
What is TRUE about Salesforce usernames on the user record?
The username on a user record MUST be in email format and must be unique across all Salesforce organizations! However, the username does not need to use a real email address.
How does an Admin delete a user?
There is no option to delete user records.
Users that should no longer have access to Salesforce should have their user records deactivated or in some circumstances, an Admin may temporarily freeze a user before deactivation.
A user has forgotten their Salesforce password. What should you recommend?
The user should reset their own password by clicking ‘Forgot Password’ on the login page. There is no need for an Administrator to do this for them.
A _______ is one that is created for a business, typically by an Administrator, to store custom data.
custom object
A custom object is one that is created for a business, typically by an Administrator, to store custom data.
Andy uses the Recruitment App which includes several custom objects including jobs, applications, and candidates. However, he also frequently uses the reports tab. The reports tab is not included in the Recruitment App. What could Andy do to improve navigation?
Add the Reports tab to the navigation bar by clicking the pencil icon.
A US-based company has recently opened a small European office in France. The European team is complaining that the time zone and date/time format is confusing. To ensure all users have the correct time zone and formatting, what should you suggest?
Have each European user change their locale and time zone via Personal Settings.
In Lightning Experience, what are the two options for Default Activities View?
Related Lists or Activity Timeline
A user would like a more spacious view in Salesforce Lightning Experience, with more space between elements for easier viewing. Which display density setting would you recommend?
Comfy
Salesforce Lightning Experience users can personalize their display with what two density settings?
Comfy and Compact.
A user would like to create an email signature. How could this be achieved?
Create an email signature in My Email Settings.
_______ allows users to dictate their email preferences including adding their Name, and email address to use as a return address, and the option to automatically BCC emails to their return address.
My Email Settings
My Email Settings allows users to dictate their email preferences including adding their Name, and email address to use as a return address, and the option to automatically BCC emails to their return address.
A user would like to Bcc themselves into any emails they send via Salesforce. How could this be achieved?
Select “Automatic Bcc” in My Email Settings
Where can a user change details such as their last name, email, or phone number?
Personal Information
A user would like to be able to share a list view with several users that do not share a role or profile. What could an administrator or delegated administrator set up to enable this?
Public Group
What is the easiest way to locate a setup page within Setup?
Quick Find
You need to be able to see an additional field in a custom list view you created. How can this be achieved?
Select Fields to Display
Fields can be added, removed and reordered from list views by clicking _______.
Select Fields to Display
Fields can be added, removed and reordered from list views by clicking “Select Fields to Display”.
Where would you go to customize and configure your Salesforce org – for example, create new users or check how many licenses you have?
Setup
How can users personalize their navigation bar?
Pencil Icon next to Navigation Bar
A user would like to create a new list view. Where can this be done?
Object Tab
A user has mistakenly deleted an Opportunity record. Where can you find the recycle bin?
App Launcher
Marketing Users would like the Marketing App to be their default app, so that they land on it every time they login to Salesforce. Where can a default app be configured?
Profile
A user would like to switch to the Marketing App. Where can they select an app?
App Launcher
You would like to search for “Acme Corporation” in Salesforce, but when using the global search bar, you are being presented with too many records. What could you do to reduce the number of results?
Add an Object search filter.
_______ allow you to quickly access important information such as records, reports, lists or groups in Salesforce. You frequently need to view a specific report in Salesforce. How could you improve navigation and make it easier to access it?
Favorites
How can you change the default list view when navigating to an object’s tab?
Pin List Views will default to “Recently Viewed” unless an alternative List View is “pinned”.
Name the 3 sharing settings for list views:
- Only I can see this list view
- All users can see this list view
- Share list view with groups of users
From a List View, users can switch to _______, which will enable them to view a list of records as well as a record side by side and users can edit the record detail without leaving the list or having to navigate back and forth.
Split View
From a List View, users can switch to Split View, which will enable them to view a list of records as well as a record side by side and users can edit the record detail without leaving the list or having to navigate back and forth.
How can you restrict certain users’ ability to view a dashboard?
Restrict the access to the folder where the dashboard is located.
What are the three access levels you can grant to Report & Dashboard folders?
Viewer, Editor and Manager.
