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Focus on Force new guide > Configuration and setup II (20%) > Flashcards

Configuration and setup II (20%) Flashcards

1
Q

What two types of views are there in specifying a default record page view?

A

Full view and grouped view

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2
Q

group view vs full view

A

grouped view is information in groups on a page. While full view is all the details on one page there’s not break in the panel.

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3
Q

what can override a default view on a record page?

A

creating a custom record page for a specified object and activated using lightning app builder

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4
Q

How do you get to user interface?

A

setup>user interface>user interface

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5
Q

What three sections is the setup bar split into?

A

Administration, Platform Tools, Settings

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6
Q

What is the user interface?

A

List of features that can be enabled or disabled to modify the organization’s user interface

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7
Q

User Interface: What does enable hover details do?
How can you change it?
What and how many can be shown?

A

Enables a summary display of a record when hovering over the link. This can be changed in compact page layout for 7 details. It can show both the primary account fields and the related object

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8
Q

User Interface: What does enabling related list hover links do?

A

Allows for clickable link that can redirect users to complete list views of the corresponding related object records

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9
Q

User Interface: What does enabling Inline editing do?

A

Allows you to hover over a field and a pencil Icon will appear allowing you to edit on that line instead of having to click edit.

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10
Q

User Interface: What does Disable Navigation Bar personalization do?

A

Disables the ability for a user to customize their navigation bar

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11
Q

User Interface: what does Enable Printable List Views do?

A

When enabled, will display a button that can be used to generate a print ready format of the data in that view

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12
Q

User Interface: What does enable salesforce notification banner do?

A

allows for notification banners to appear on accounts, contacts, dashboards and in the setup area. It can be dismissed or disabled entirely

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13
Q

User Interface: Enable Japanese Imperial calendar

A

allows for years to be expressed in the KOKI system

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14
Q

Does every app have a nav bar?

A

yes

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15
Q

How can apps be created, customized, and assigned to certain profiles? and is there a difference in what you can do to standard and custom apps?

A

setup>app manager
standard apps: can’t customize label or logo
custom: you can, you’ll get access to app settings

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16
Q

what is the utility bar?

A

at the bottom of the page, allows for easy access in common productivity tools such as notes, History, Calculator, and Omichannel

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17
Q

how can you customize nav

A

pencil icon on the right side of the nav bar.

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18
Q

can an app be assigned to profiles to allow visibility to only designated users?

A

yes

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19
Q

What are temporary tabs?
What are they used for?
Can they be permanent?

A

tabs that don’t have a parent object.
accessing relevant/recent information
yes, by selecting “add to nav” bar at the bottom of the tab on nav.

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20
Q

This tab appears in the nav with a asterisk

A

Temporary Tab

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21
Q

What is the app launcher

A

menu in left hand corner that allows for switching b/w apps

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22
Q

How can apps be available be hidden in app launcher?

A

Setup>App menu

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23
Q

The apps users see in their app launcher and app menu depend on what

A

each apps visibility settings, and user permissions

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24
Q

How is the app launcher split up?

A

large tiles under “all apps for apps” while other items such as custom objects, tasks, etc show up under “all Items”

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25
Q

How can access to apps be controlled?

A

through profiles or by creating a permission set for users who require access

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26
Q

what are themes and why are they used

A

allows for the ability to use custom images and colors for your organization. This promotes branding and org personalization.

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27
Q

How many themes can be active at once for an organization?

A

one

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28
Q

Can apps override a org theme?

A

yes

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29
Q

where do you create a new theme?

A

Themes and branding> New Theme

30
Q

What is in-app-guidance?

A

allows for and interactive tour to guide users through onboarding, or feature introduction by step-by-step prompts

31
Q

where do you build in-app guidance?

A

In-App guidance builder

Setup > In-App guidance > add

32
Q

can a direct-link be shared in app guidance?

A

yes, it can be a url, API Name ( Is dynamic so if the name changes the url changes too)

33
Q

Two types of search views

A

Global search and look up search

34
Q

Global search

A

top search bar

35
Q

lookup search

A

search results that appear when users search records via lookup fields

36
Q

List view search bar

A

allows for lists of records to be searched

37
Q

What are the considerations of searching for a record (think security)

A

only the records you have access to will appear in search. field level security is still enforced

38
Q

what are the types of search displays that can come from global search (6)

A
  1. Instant
  2. Recent Items
  3. Suggested Records
  4. Full Search
  5. Full Object specific search
  6. Limit search to
39
Q

Instant Results

Recent items

A

allow access to a record before performing a full search

Lists recently viewed items that match the search term when a user clicks into the search box

40
Q

Suggested Record

Full Search

A

Lists up to 5 records that have a name that matches the search term

Searches across searchable objects and takes the user to the ‘Top Results’ page

41
Q

Full Object-Specific Search

A

searches within the current object and takes the user to the object’s search results page

42
Q

Look up filter

A

can be used to restrict the values and lookup results

43
Q

Dependent Lookups

A

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

44
Q

How does a partial search term differ from a full search term

A

partial search term: Matched only to the record name field

full search term: Matched with all searchable record fields

45
Q

federated search allows for what

A

users to search data stored in external repositories from the salesforce interface

46
Q

search layout determines what

A

which fields users can view, filter on, and sort by on the search results page for global and lookup search

Fields in record’s instant results preview

Fields shown in a recommended result

Secondary field instant results

47
Q

where can you customize search layouts?

A

Object manager> Particular object> Search layouts

48
Q

What users can’t customize search results layouts

A

Standard users

49
Q

What are the ways that multiple summaries of a records can be displayed in a single view?

A

List view: A list or summary of records that meet a defined criteria

Kanban View: can be set to show a graphical view of records in a list view

50
Q

How do you create a list view?

A

select object>gear icon> new list view controls>add filters

51
Q

3 options for list view sharing

A
  1. Only for the user that created the view
  2. All users
  3. Share with a group of users
52
Q

what does pinning a view do?

A

make it a default list view

53
Q

what objects allow for the send email list button

A

Contacts, Leads, and campaign

54
Q

What is lightning app builder?

A

one-stop shop, point-and- click tool that can be used to customize lightning apps

55
Q

The lightning app builder can be used to customize the following

A 
Lightning Apps
Lightning Pages
Visibility Rules
Component Visibility
Collapsible Sections
Pinned Regions
56
Q

What is Homepage?

A

the first page that is displayed to a user and can be customized using lightning app builder

57
Q

how do you create a homepage?

A

Lightning app builder> new>homepage>add components>activate

58
Q

What is component visibility?

A

can be set to make components more dynamic, which allows for certain users to see and not see the component.

59
Q

Global action allows for?

Where can they be found?

A

Intended for users who want to do something quickly like create a record, Won’t auto relate with other records
and can be found anywhere global actions are allowed to be.

60
Q

Object-specific actions allows for?

Automatic relationship?

Where can they be found?

A

Allow creating of record that is related to the object for which the action is created.
Automatically associated with related records.
Can be found on the record detail page of a specific object.

61
Q

custom actions

A

customized actions that can either be global or object-specific such as create record, send an email, or log a call

62
Q

default actions

A

actions that are predefined by salesforce per object. like new task new contact

63
Q

where are global actions configured?

A

Setup>Global Actions

64
Q

where are publisher layouts configured and what are they?

A

setup>publisher layouts

determine the global actions that appear in the various salesforce interfaces.

65
Q

Where can the positions of actions in salesforce mobile app action bar be customized for a specific object and in general

A

Object manager> Object> Page layouts> Under mobile & lightning experience actions

Setup>Publisher Layouts>Mobile & Lightning Actions

66
Q

How do you add an action to the user interface?

A

Publisher actions section of the objects page layout

67
Q

The object specific action can be configured from where?

A

Setup>Object manager>Object>Buttons, Links and actions

68
Q

Support scenario: Support reps need to be able to launch a Visualforce page created by a developer from their home page. What can they create in order to be able to launch it when necessary?

A

A global action can be created for this use case. The action type can be set as ‘custom visual force’. The action can be added to the publisher layout to make it appear on the home page

69
Q

Support scenario: When creating a related case from the account feed using the ‘new case’ object-specific action, support reps should only be able to enter certain required fields

A

The action layout for the object-specific action can be edited for this use case. The fields can be added reordered, or removed according to requirements

70
Q

Support scenario: A support representative should be able to send an email from the chatter feed on the homepage

A

A global action with the action type ‘send and email’ can be created for this use case

This action can be added to the global publisher layout to ensure that is appears on the chatter of the home page

71
Q

Support scenario: an account manager is creating a child account directly from an account record page. she wants to auto-populate fields such as ‘Website’ and ‘Account number’ upon the click of a button

A

a button or link can be used to pass default values to new records using a formula

Focus on Force new guide (9 decks)

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