(Org setup II 3%) UI settings Flashcards
what are the two default record page view options available at the org level?
full view and grouped view
full view
a data dense view that focuses on details and related lists. Puts al the information on the same page
grouped view
divides record information in groupings across multiple regions and tabs.
where do you modify user settings?
user interface section in setup menu
enable hover details
enables a brief summary of record when hovering over the link. what appears in the summary is determines by the first four fields in compact page layout
Related list hover links in lightning experience
links related to current document your on.
Inline editing in lightning experience
allows you to edit on field directly instead of clicking the edit icon
disable Navigation Bar Personalization in Lightning Experience
Disables the ability for a user to customize apps navigation bar in lightning experience. Reordering, adding, renaming,
enable printable list views
when enabled, will display a button that can be used to generate a print ready format of the data in the view
Enable salesforce notification banner
appears on accounts, contacts, dashboards and in setup area. it can be dismissed or disabled entirely
enable Japanese imperial calendar in lightning experience for Japanese locale
if enabled, years are expressed in the Koki system. For example, 2019 would be 2679 in the Japanese imperial system
where can apps be created and customized?
App manager in setup
can the navigation bar color and logo be customized?
Yes, for each lightning app
what is app manager used for?
view, create, and customize apps
what is a utility bar?
allows for easy access to common productivity tools such as notes ,history, calculator. they pop on near bottom of the screen.
Temporary tabs
appear with an asterisk (*). are opened when a user clicks an item that does not have a parent object placed in the navigation bar.
lightning experience app launcher
allows users to switch between apps.
app menu can be used to change the apps visibility in app launcher?
true
access to apps can be controlled by what
profiles or by creating a permission set for users who require access
what can you do to promote branding and org personalization
themes allow for custom images and colors
where are custom themes created, previewed,, and activated?
from setup page under themes and branding
what is in app guidance?
interactive tour to guide users through onboarding or feature introduction
single prompt in-app guidance
one-time welcome message for new users
walkthrough In-app guidance
multiple steps can be added for example new feature tour
customize In-App Guidance
them of a custom walkthrough can be customized in in-app guidance builder
can you share a direct link to prompts and walkthroughs to users, attached to help menus or documents?
True
