Configuration and Setup II Flashcards by Louis Naylor III

There are two view options available for specifying a default record page view at the org level, They are

Full View and Grouped View

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A data-dense view that focuses on details and related lists and puts all the information on the same page

Full View

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This view divides record information into groupings across multiple regions and tabs

Grouped View

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To override a default view, a custom Lightning record page can be created for a specified object and activated using the

Lightning App Builder

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User interface settings are modified in the “_____” section in the Setup menu

User Interface

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This feature Enables a summary display of a record when hovering over a record link. The fields displayed are determined by the compact page layout

Enable Hover Details

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This is A setting enabled by default that adds related list links at the top of the record detail page or a custom object detail page in Setup. This mainly affects Salesforce Classic

Related List Quick Links

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“Standard objects, Custom objects, Visualforce tabs, Lightning component tabs, Canvas apps, Web tabs, Lightning page tabs, Utilities like Lightning Voice” are all items that appear in the

Lightning Experience Navigation Bar

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T/F
Each app in Lightning Experience has a vertical navigation bar which is used to access the items and functionality in the app.

False (Horizontal)

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T/F

The Lightning app navigation bar can be customized to fit the users’ needs

True

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This is used to view, create, and customize apps available in the organization.

The App Manager

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T/F

System Administrators can personalize their Salesforce apps and match some aspects of their company’s branding

True

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The “___” Bar allows easy access to common productivity tools such as Notes, History, Calculator, and Omnichannel.

Utility Bar

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Where on the screen do Items placed in the Utility Bar appear near?

bottom of the screen

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This is opened when a user clicks an item that does not have a parent object placed in the navigation bar.

Temporary Tab

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Temporary Tabs may be made a permanent part of the navigation bar by selecting “________” from the dropdown arrow.

‘Add to Nav Bar’

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This is used to immediately open or search for apps or items.

App Launcher

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Access to apps can be controlled through “___” or by creating a “____” for users who require access

profiles, permission set

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Custom themes can be created, previewed, and activated from the Setup page under

Themes and Branding

This can be used to create a hands-on interactive tour to guide users through onboarding or feature introduction by means of step-by-step prompts.

In-app guidance

This contains a canvas where an administrator can author a single prompt or a walkthrough guidance

The In-App Guidance Builde

The search results that appear when users search using the lookup fields of a record

LOOKUP SEARCH RESULTS

T/F | Encrypted, formula, and lookup fields cannot be searched.

True

T/F Field-level security is enforced when users search for records. Search results do not override field-level security. Data in restricted fields do not return in the results.

True

This box displays a list of auto-suggested records for multiple object types as a user types in it.

The global search box

This is a feature that allows a user to search for a record of an object and associate it to a record of another object using a lookup field.

Lookup Search

This can be used to restrict the valid values and lookup dialog results for relationship fields.

LOOKUP FILTERS

This is a lookup field that includes a lookup filter that reference fields on the source object record

DEPENDENT LOOKUPS

``` Where do you customize the following: ❖Fields in a record’s instant results preview ❖Fields that can be filtered ❖Fields shown in a recommended result ❖The secondary field in instant results ```

Search Layout

T/F | Configuring Classic advanced search filter fields will affect the Lightning Global search filter fields.

False

a list or summary of records that meet defined criteria.

LIST VIEW

A "__" view can be set to show a graphical view of records in a list view.

KANBAN VIEW

T/F | Records and Fields that appear in a List View depend on what the user has access to.

True

These are the steps to create what 1Create and name a new list view or clone an existing list view.1 2Select the List View sharing. 3Add List View filters. 4Select the fields to display. 5Optionally create a list view chart. 6Use Sharing Settings to adjust visibility if required

custom list view

Configuring the visibility of a List View for a specific User or User Group does what

ensures the right people have the information they need.

When a custom list view is created, there are three options for viewing: they are

Only for the user that created the view All users (including Partner and Customer Portal users) Shared with a group of users

T/F | A public list view can be accessed by select users.

False (all users)

Pinned lists allow a user to

make any list the new default

The default pinned list for all objects is

'Recently Viewed'

Send List Email action is available for what objects

Contacts, Leads, and Campaign list views (Individual emails will be sent to each record’s email address.)

This view allows users to see a list view and a record side by side.

Split View

This view is a list view a visual summary for a selection of records

Kanban View

This feature is a one-stop shop, point-and-click tool that can be used to customize Lightning Apps.

Lightning App Builder

Standard, custom, and third-party components can be added to a Lightning page using

Lightning App Builder.

What is COMPONENT VISIBILITY

Using standard and custom user permissions, a component can be displayed for users with a specific permission, but it can be made hidden for others.

What does the Accordion’ component in Lightning app builder do

It makes collapsible sections, Components can be grouped into collapsible sections using the ‘Accordion’ component. There can be up to 25 sections.

What is an easy way to customize the homepage

The Lightning app builder

What are the three homepage layouts in lightning experience

The org default The app default Any app and profile

This is used to create and customize home pages.

Lightning App Builder

These are the steps to create what? ``` Create new homepage Select a standard or custom template Add components to the layout Optionally set component visability Activate the homepage Set as default for the org/app/app profile ```

Custom homepage

This tool in Lightning App Builder calculates the page performance of a Lightning Record Page and identifies the components that have the most impact on page load time.

The Lightning page analysis tool

T/F | When you edit a page for the first time, Salesforce makes a copy of the standard page.

True, This copy is what you can customize in the Lightning App Builder.

The Standard Home page can be restored by selecting the

System Default

In lightning this allows users to find what they need using item names, complete actions, and access recent records and lists.

The Lightning Experience navigation bar

T/F | Users can rename and remove navigation items except for the ones added by the Admin by default.

True

the place to go to view all the apps in the org including the menu configuation is the

App Manager

Users can access apps and other items by clicking the

App Launcher icon

The Lightning app can be configured to support desktop, phone but not both at the same time

False, The Lightning app can be configured to support desktop, phone, or both devices

To access The user profiles that should have access to the app go to the

App settings

These actions are available in places, like the home page, and allow action types such as create a record and log a call.

Global Actions

These actions allow creating a record that is related to the object for which the action is created. They can also be used by users to quickly create or update records, log calls, etc. in the context of a particular object

Object-Specific Actions

Fields can be added, removed, or reordered using the "____" for an object-specific action.

Action Layout Editor

These are Actions that are automatically included when Chatter is enabled, including Post, File, and Link. They require enabling of feed tracking per object

STANDARD PUBLISHER ACTIONS

These actions are newly created or customized and that can either be global or object-specific, such as Create a Record, Send an Email, or Log a Call actions. They can also invoke Lightning components, flows, Visualforce pages, or canvas apps. Note that while object-specific quick actions support both Aura and Lightning web components, global quick actions only support Aura components.

CUSTOM ACTIONS

These actions are predefined by Salesforce per object. For example, on the Account object, predefined actions include New Task, New Contact, etc.

DEFAULT ACTIONS

These actions are preconfigured just like Default actions per object. It appears as a single action element in the page layout editor. For example, on the Account object, the actions include New Task, New Contact, New Opportunity, etc. These are displayed only in the Salesforce mobile app.

MOBILE SMART ACTIONS

These actions are predefined by Salesforce and attached to a limited set of objects, such as Send Email, Log a Call, View Website, etc.

PRODUCTIVITY ACTIONS

Examples of this type of quick action include Have no automatic relationship with any record Can be found on the (+) icon in the Salesforce header E.g. Create actions, Log a Call, Custom Actions

Global quick actions

Examples of this type of quick action include Automatically associated with related records Can be found on the record detail page of a specific object E.g. Create actions, Log A Call, Update Actions, Custom Actions

Object-Specific quick action

These are all action types of this action ``` Create a Record Send Email Log a Call Custom Visualforce Custom Canvas Lightning Component (Aura components) ```

Global Action

A global publisher layout can be assigned to users by

profile

The positions of the actions in the Salesforce mobile app action bar can be customized in the object’s

page layout editor.

The ‘________’ option must be ticked when adding new object-specific actions for the first time on an object’s page layout. This option will allow the users to set a customized list of actions on Lightning Experience and mobile app pages.

Override global publisher layout