Lightning Exp Flashcards

1
Q

Without a custom tab

A

you can’t add a custom object to an app.

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2
Q

What’s a custom app

A

It’s a set of fields, objects, permissions, and other functions assembled to support a business process.

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3
Q

What Is a Lightning App?

A

An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app. Members of your org can work more efficiently by easily switching between apps.

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4
Q

what things can you put in a Lightning app?

A

Most standard objects, including Home, the main Chatter feed, Groups, and People
Your org’s custom objects
Visualforce tabs
Lightning component tabs
Canvas apps via Visualforce tabs
Web tabs
You can even include Lightning page tabs and utilities like Lightning Voice.

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5
Q

Lightning Experience App Manager

A

The App Manager is your go-to place for managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps.

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6
Q

Use the Lightning Experience App Manager to:

A

View all your Salesforce apps.
Create Lightning apps or connected apps.
See which apps are visible in Lightning Experience.
Easily manage apps.

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7
Q

What Do Compact Layouts Do?

A

Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.

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8
Q

Compact layouts

A

Compact layouts also control how records display in the Salesforce mobile app. If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important.

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9
Q

When you create a custom object -

A

it’s automatically assigned to a system default compact layout, which has only one field on it: the object name.

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10
Q

Page Layouts

A

You can customize and personalize many things on a given object record page using page layouts.

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11
Q

two ways to customize a page in Lightning Experience

A

You can customize a page’s layout (Lightning App Builder), or customize its contents ( page layout editor).

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12
Q

Lightning pages

A

Lightning pages are a collection of Lightning components arranged in regions on the page.

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13
Q

The page layout editor lets you:

A

Control which fields, lists of related records, and custom links users see
Customize the order that the fields appear in the page details
Determine whether fields are visible, read only, or required
Control which standard and custom buttons appear on records and related lists
Control which quick actions appear on the page

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14
Q

Related tab

A

The Related tab (1) contains related lists, which are lists of other records that are associated with the record you’re viewing. For example, an account can have related products, contacts, opportunities, and other custom records. Related lists make it easy to find and manage related information.

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15
Q

Details tab

A

The Details tab shows information about a record. For example, a contact record detail page shows the name, address, owner, account, and other fields that are used to store information about the contact and other related records. To change the content of the fields on a related or detail page, you can click Edit.

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16
Q

The page layout editor has two basic parts:

A

a palette on the upper portion of the screen (1) and the record’s page layout on the lower portion of the screen (2). The palette contains the basic elements—such as fields, actions, buttons, links, and related lists—that you can add and arrange on your page. You can think of the upper part as the buffet table and the lower part as the plate of food you’re assembling.

17
Q

Custom Buttons and Links

A

Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

18
Q

three primary types of custom buttons and links

A

List button—Appears on a related list on an object record page.
Detail page link—Appears in the Links section of the record details on an object record page.
Detail page button—Appears in the action menu in the highlights panel of a record page.

19
Q

Custom List Button

A

A custom list button is a button that you can add to a related list. When you create a list button for an object, you can add that button to that object’s related list when the related list appears on other objects. Because Energy Audits are tied to accounts with a lookup relationship field, an Energy Audits related list automatically appears on account records.

20
Q

Quick Actions

A

Actions let your users quickly do tasks, such as create records, log calls, send emails, and more. With custom actions, you can make your users’ navigation and workflow as smooth as possible by giving them quick access to information that’s most important.

21
Q

Quick actions come in two different flavors:

A

Object-specific actions

Global actions

22
Q

Object-specific actions

A

Object-specific actions have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.

23
Q

Global actions

A

They’re called global actions because they can be put anywhere actions are supported. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on.
Global actions live on a special layout of their own, known as the global publisher layout.