Configuration and Setup II Flashcards
There are two view options available for specifying a default record page view at the org level, They are
Full View and Grouped View
A data-dense view that focuses on details and related lists and puts all the information on the same page
Full View
This view divides record information into groupings across multiple regions and tabs
Grouped View
To override a default view, a custom Lightning record page can be created for a specified object and activated using the
Lightning App Builder
User interface settings are modified in the “_____” section in the Setup menu
User Interface
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
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 Hover Links
This setting is activated When a user hovers over the field, a pencil icon will appear if the cell is editable. On the other hand, a lock icon will be displayed if it is non-editable
Inline Editing in Lightning Experience
This feature Disables the option for a user to customize an app’s navigation bar in the Lightning Experience. This customization includes the reordering and adding of items or the renaming and removing of items the user may have added.
Disable Navigation Bar Personalization (lightning)
When this is enabled, a button will be displayed for generating a print-ready format of the data in the view.
Enable Printable List Views
The “____ ___” Banner appears on the pages for accounts, contacts, and dashboards, as well as in the Setup area. It can be dismissed or disabled entirely.
Enable Salesforce Notification Banner
These are clickable links that can redirect users to the complete list view of the corresponding related object records
Related List Names
This setting also redirect users to the complete list view of the corresponding related object records but in Lighting Experience
Related List Quick Links
“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
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)
T/F
The Lightning app navigation bar can be customized to fit the users’ needs
True
This is used to view, create, and customize apps available in the organization.
The App Manager
T/F
System Administrators can personalize their Salesforce apps and match some aspects of their company’s branding
True
The “___” Bar allows easy access to common productivity tools such as Notes, History, Calculator, and Omnichannel.
Utility Bar
Where on the screen do Items placed in the Utility Bar appear near?
bottom of the screen
This is opened when a user clicks an item that does not have a parent object placed in the navigation bar.
Temporary Tab
Temporary Tabs may be made a permanent part of the navigation bar by selecting “________” from the dropdown arrow.
‘Add to Nav Bar’
This is used to immediately open or search for apps or items.
App Launcher
Access to apps can be controlled through “___” or by creating a “____” for users who require access
profiles, permission set
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
