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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
How can access to apps be controlled?
through profiles or by creating a permission set for users who require access
26
what are themes and why are they used
allows for the ability to use custom images and colors for your organization. This promotes branding and org personalization.
27
How many themes can be active at once for an organization?
one
28
Can apps override a org theme?
yes
29
where do you create a new theme?
Themes and branding> New Theme
30
What is in-app-guidance?
allows for and interactive tour to guide users through onboarding, or feature introduction by step-by-step prompts
31
where do you build in-app guidance?
In-App guidance builder | Setup > In-App guidance > add
32
can a direct-link be shared in app guidance?
yes, it can be a url, API Name ( Is dynamic so if the name changes the url changes too)
33
Two types of search views
Global search and look up search
34
Global search
top search bar
35
lookup search
search results that appear when users search records via lookup fields
36
List view search bar
allows for lists of records to be searched
37
What are the considerations of searching for a record (think security)
only the records you have access to will appear in search. field level security is still enforced
38
what are the types of search displays that can come from global search (6)
1. Instant 2. Recent Items 3. Suggested Records 4. Full Search 5. Full Object specific search 6. Limit search to
39
Instant Results | Recent items
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
Suggested Record | Full Search
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
Full Object-Specific Search
searches within the current object and takes the user to the object's search results page
42
Look up filter
can be used to restrict the values and lookup results
43
Dependent Lookups
is a lookup field that includes a lookup filter that reference fields on the source object record
44
How does a partial search term differ from a full search term
partial search term: Matched only to the record name field full search term: Matched with all searchable record fields
45
federated search allows for what
users to search data stored in external repositories from the salesforce interface
46
search layout determines what
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
where can you customize search layouts?
Object manager> Particular object> Search layouts
48
What users can't customize search results layouts
Standard users
49
What are the ways that multiple summaries of a records can be displayed in a single view?
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
How do you create a list view?
select object>gear icon> new list view controls>add filters
51
3 options for list view sharing
1. Only for the user that created the view 2. All users 3. Share with a group of users
52
what does pinning a view do?
make it a default list view
53
what objects allow for the send email list button
Contacts, Leads, and campaign
54
What is lightning app builder?
one-stop shop, point-and- click tool that can be used to customize lightning apps
55
The lightning app builder can be used to customize the following
``` Lightning Apps Lightning Pages Visibility Rules Component Visibility Collapsible Sections Pinned Regions ```
56
What is Homepage?
the first page that is displayed to a user and can be customized using lightning app builder
57
how do you create a homepage?
Lightning app builder> new>homepage>add components>activate
58
What is component visibility?
can be set to make components more dynamic, which allows for certain users to see and not see the component.
59
Global action allows for? | Where can they be found?
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
Object-specific actions allows for? Automatic relationship? Where can they be found?
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
custom actions
customized actions that can either be global or object-specific such as create record, send an email, or log a call
62
default actions
actions that are predefined by salesforce per object. like new task new contact
63
where are global actions configured?
Setup>Global Actions
64
where are publisher layouts configured and what are they?
setup>publisher layouts | determine the global actions that appear in the various salesforce interfaces.
65
Where can the positions of actions in salesforce mobile app action bar be customized for a specific object and in general
Object manager> Object> Page layouts> Under mobile & lightning experience actions Setup>Publisher Layouts>Mobile & Lightning Actions
66
How do you add an action to the user interface?
Publisher actions section of the objects page layout
67
The object specific action can be configured from where?
Setup>Object manager>Object>Buttons, Links and actions
68
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 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
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
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
Support scenario: A support representative should be able to send an email from the chatter feed on the homepage
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
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 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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