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Salesforce Associate > Given a scenario, identify how a user can locate and access necessary information > Flashcards

Given a scenario, identify how a user can locate and access necessary information Flashcards

1
Q

How to quickly search across multiple objects, records and fields?

A

Global search

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2
Q

How to access objects?

A

Through the app launcher or navigation menu

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3
Q

How to access records you recently viewed?

A

Recently viewed items

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4
Q

How to see an ordered list of records for a given record?

A

List views

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5
Q

How to see records of a child object?

A

Related list

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6
Q

How to get a visual representation of data?

A

Reports and dashboards

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7
Q

How to collaborate within Salesforce

A

Chatter

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8
Q

Where to access help articles?

A

Salesforce documentation

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Salesforce Associate (11 decks)

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