Configure your organization in F&O - Personalization (Section 7) Flashcards

1
Q

Customization?

A

Identified a gap and identified a solution that needs to be created to address the gap

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2
Q

Personalization?

A

Changing the UI by using the built-in Personalization feature

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3
Q

Visual User Settings?

A

Color theme

Size of elements

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4
Q

Preferences Settings?

A
Default values
- Company
- Initial page
- Default view/edit mode
Language
Time zone
Date time
Number format
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5
Q

Account Settings?

A

Contains a variety of options that control account functions

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6
Q

Workflow Settings?

A

Allows to control how notifications for workflow will be delivered

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7
Q

UI Elements?

A

FastTab
FactBox
Action Pane
Navigation Pane

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8
Q

Personalization page?

A

Hub for managing personalization at an organizational level by sys admins.

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9
Q

Where to find Personalization page?

A

System admin -> Setup -> Personalization

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10
Q

5 Tabs in Personalization page?

A
Published Views
Unpublished Views
Personal Views
User Settings
System Settings
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11
Q

Saved Views?

A

Users can save multiple sets of personalization

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12
Q

Where to enable Saved Views?`

A

Feature management workspace

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13
Q

Personalization toolbar?

A

When you want to move or hide elements or make several changes

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14
Q

Workspace personalizations?

A

Add a list
Add a tile
Add a link
Add a summary

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15
Q

Record templates?

A

Helps you to create records more quickly

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