Configuration and Setup 2 Flashcards

1
Q

Where can users perform record search?

A

Global searches most information

List View Search looks for a record within a list view

Lookup search allows searching of related records from a lookup field.

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2
Q

What is the global layout?

A

The global layout is the set of actions that can be used if an action layout has not been overridden.

The global layout can be customized, and multiple publisher layouts can be defined and assigned to different profiles.

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3
Q

What actions and features are available on a list view?

A

Edit
Delete and Follow records
Sort
Filter
Create Printable View

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4
Q

Where can an app’s logo and navigation bar color be changed?

A

‘App Manager’ in Setup

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5
Q

What can be used to create, customize, and assign home pages to different profiles in Lightning Experience?

A

Lightning App Builder

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6
Q

How can an user look for a company in a list view by keyword?

A

By using the List View Search Bar at the top of the List View.

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7
Q

What can be used to search records from the within the Kanban view in Lightning Experience?

A

List View search bar

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8
Q

What can be customized to include Lightning Knowledge fields in global search results in Lightning Experience?

A

Search results layout of the Knowledge object

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9
Q

How can a Lightning Component on a home page be made visible to only users from a certain country using the Lightning App Builder?

A

By setting a component visibility filter in the ‘Set Component Visibility’ section of the component’s properties

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10
Q

Which capability is available for list views in Lightning Experience to allow users to view opportunities that fall within a certain amount or probability range?

A

Filtering search results by number range

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11
Q

Which option can be selected from the list view controls menu to share a custom list view with other users?

A

Sharing Settings

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12
Q

Which users can view a list view created in Lightning Experience

A

The creator, all users, or groups of users

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13
Q

What types of custom components can be added to the home page layout?

A

Links
Images
HTML
Visualforce

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14
Q

Where can the apps that appear in the Lightning Experience App launcher be changed?

A

‘App Menu’ in Setup

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15
Q

What are the different types of search layouts?

A

Search Results (Classic UI)
Lookup Dialog (Classic UI)
Lookup Phone Dialog (Classic UI)
Tab (Classic UI)
List View and Search Filter Fields (Lightning Experience UI)Search Results
Lookup Dialog
Lookup Phone Dialog
Tab
List View and Search Filter Fields

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16
Q

What are some of the search settings that can be enabled or customized?

A

Number of search results displayed,
Document Content Search,
Recently Viewed Records,
Search Optimization,
Limit search to records owned by the user

17
Q

What do the User Interface Settings control?

A

General User Interface,
Sidebar (Classic Only) and Calendar