Salesforce Fundamentals 23% Flashcards
Without a custom tab, you can’t add a custom object to ___.
an app
What’s a custom app?
It’s basically a set of fields, objects, permissions, and other functions assembled to support a business process.
Definition Feed Tracking
Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed.
Feed Tracking: USER PERMISSIONS NEEDED To view the field tracking setup page:
“View Setup and Configuration”
Custom Fields Allowed Per Object: Custom Fields Limit
Depends or your Salesforce edition, cant exceed 900
OR 800 some obj as –> Account, User,Contact,Case…
Custom Field Type Allocations : Activities Limits
Depends or your Salesforce edition, 20/100
Feed Tracking: USER PERMISSIONS NEEDED To select the fields to track:
“Customize Application”
Custom Field Type Allocations : Long text area Limits
Each object can contain 1,638,400 characters. Default limit 32,768 (32 KB)
Max limit 131,072 (128 KB).
Min limit is 256
The maximum size of an image 1 MB
Custom Field Type Allocations : Relationship Limit
40
Custom Field Type Allocations : Roll-up summary Limit
25
Each geolocation field counts as ____ custom fields
3 –> one for latitude, one for longitude, and one for internal use.
For custom compound fields, each component counts as ___ custom field
1
Feed Tracking: Users who follow a record, see those updates in their view of What I Follow, with one exception.–>
Updates users make themselves aren’t posted to What I Follow. Users can see those updates in their profile feeds.
Feed tracking is available for _____.
for record fields
Feed Tracking: What determine the visibility of record changes in Chatter feeds.
Sharing rules and field-level security
To see changes to a record in their feeds, users must have access to the record.
Feed Tracking: These objects and fields are tracked by default ( dont have to give Sharing rules and field-level security) :
Account: Account Name, Account Owner
Case: Case Owner, Priority, Status
Chatter Group: Allow Customers, Description, Group Access, Information Body, Information Title, Name, Owner Name
Contact: Account Name, Contact Owner, Name
Lead: Lead Owner, Lead Status, Name
Opportunity: Amount, Close Date, Opportunity Name, Opportunity Owner, Stage
Topic: Description
User: About Me, Address, Email, Manager, Phone, Title
Tracked feed updates that are older than ____ days and have no likes or comments are deleted automatically.
45
Tracked feed deleted can be viewed ??
Yes, at the tracking field audit history if auditing is enabled for a tracked field
Reports on feed activities ___?__ include information about system-generated posts, such as feed tracked changes.
DOn´t
What Is a Lightning App(la barra de arriba)?
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.
What things can you put in a Lightning app? (6)
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
True or false : You can delete custom apps,and standard apps.
False, only custom
True or false: Salesforce Classic console apps are custom apps.
True
True or false: You can change an app’s type—such as standard to connected or vice versa—after you create it.
False
Lightning Apps Limit
10/25/unlimited
Limt items you include in the navigation bar for User
50
True or false: You can reorder, rename, or remove items that you added to a navigation bar, but you can’t remove or rename the default items defined by admins.
True
TRue or false: Users can personalize the navigation bar of Classic apps in Lightning Experience.
False, only in Lightning apps
True or false: When you remove an item from an app, it desapears in your users’ personalized navigation bars
False, that item remains in your users’ personalized navigation bars, and users can then delete it.
True or false: You can for a specific app, disable personalization
True
True or false: Users need an admin to create list views
False, don´t need it
USER PERMISSIONS NEEDED to edir list views
Read on the type of record included in the list AND Create and Customize List Views
https://help.salesforce.com/s/articleView?id=customviews_edit_filters_lex.htm&language=en_US&type=5
USER PERMISSIONS NEEDED To create, edit, or delete public list views:
Read on the type of record included in the list AND Create and Customize List Views AND Manage Public List Views
https://help.salesforce.com/s/articleView?id=customviews_edit_filters_lex.htm&language=en_US&type=5
True or false: Filter NOT in views work with parenthetical expressions.
False
https://help.salesforce.com/s/articleView?id=customviews_edit_filters_lex.htm&language=en_US&type=5
USER PERMISSIONS NEEDED To edit fields on records: (Sale en la lista con el lápiz)
Edit on the object for the kind of record you’re editing
https://help.salesforce.com/s/articleView?id=customviews_edit_filters_lex.htm&language=en_US&type=5
TRUE OR FALSE : If other people make inline edits to the same fields on a record simultaneously, only the most recent edit is saved.
True
https://help.salesforce.com/s/articleView?id=sf.customviews_edit_inline_listview_lex.htm&type=5
USER PERMISSIONS NEEDED To create list view charts: (gráficos)
Read on the type of record included in the list AND Create and Customize List Views
https://help.salesforce.com/s/articleView?id=sf.customviews_listview_chart_create_lex.htm&type=5
USER PERMISSIONS NEEDED To see list view charts:
Read on the type of record included in the list
https://help.salesforce.com/s/articleView?id=sf.customviews_edit_filters_lex.htm&type=5
USER PERMISSIONS NEEDED To create list views:
Read on the type of record included in the list AND Create and Customize List Views
https://help.salesforce.com/s/articleView?id=sf.customviews_lex.htm&type=5
USER PERMISSIONS NEEDED To create, edit, or delete public list views:
Manage Public List Views
https://help.salesforce.com/s/articleView?id=sf.customviews_edit_filters_lex.htm&type=5
TRUE OR FALSE :Compact layouts are assigned to profiles or individual users.
False.
To display different sets , create record types for the object, then assign the appropriate custom compact layout to each record type.
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
Compact layouts support all field types except:
(4)
text area
long text area
rich text area
multi-select picklist
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : Fields that aren’t available in SOAP API don’t show up on compact layouts in the Salesforce mobile app.
True
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : Each record type can have more than one compact layout assigned to it. The same compact layout can be associated with multiple record types.
FALSE
Each record type can have ONLY ONE compact layout assigned to it. However, the same compact layout can be associated with multiple record types.
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : A compact layout must contain at least one field.
TRUE
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : If a user doesn’t have access to one of the fields that you assign to a compact layout, the next field on the layout is used.
TRUE
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : page layout and compact layout depend on each other
FALSE
The two layout types are independent.
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : If you change a field on a compact layout to an unsupported type, an error appears and the compact layout is not displayed
FALSE
The field is removed from the compact layout
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : Before you can delete a compact layout that’s set as the primary compact layout for the object, you must choose another compact layout to replace it.
TRUE
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
TRUE OR FALSE : When customizing a task compact layout, automatically show whether a task is open or closed and the due date (depending on a user’s access to activity dates) , without you having to add them to the Selected Fields list.
TRUE
https://help.salesforce.com/s/articleView?id=sf.compact_layout_notes.htm&type=5
USER PERMISSIONS NEEDED To customize compact layouts:
Customize Application
https://help.salesforce.com/s/articleView?id=sf.compact_layout_assign.htm&type=5
USER PERMISSIONS NEEDED To view compact layouts:
View Setup and Configuration
https://help.salesforce.com/s/articleView?id=sf.compact_layout_assign.htm&type=5
In Lightning Experience, up to the first ______ fields in a compact layout appear in the highlights panel of an object record.
7
https://help.salesforce.com/s/articleView?id=sf.compact_layout_overview.htm&type=5
In the Salesforce mobile app, the fields that you assign to a compact layout appear in:
An object record’s highlights area (shows up to __(A)___ fields)
Expanded lookup cards on a record’s related information page (shows the first___(B)___ fields)
(A) 10
(B) 4
https://help.salesforce.com/s/articleView?id=sf.compact_layout_overview.htm&type=5
TRUE OR FALSE : The page layout editor lets you Control:
1. which standard and custom buttons appear on records and related lists
2. Control which quick actions appear on the page
FALSE –> 3
1. Control which lists of related records and custom links users see
2. Control which standard and custom buttons appear on records and related lists
3. Control which quick actions appear on the page
https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-platform-app-builder-credential
With Dynamic Forms, you can….
migrate the fields and sections from your existing record pages into individual components.
https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-platform-app-builder-credential
USER PERMISSIONS NEEDED To create and save Lightning pages in the Lightning App Builder:
Customize Application
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_customize_lex_pages.htm&type=5
USER PERMISSIONS NEEDED To view Lightning pages in the Lightning App Builder:
View Setup and Configuration
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_customize_lex_pages.htm&type=5
There are four options for activation on the Lightning App Builder (4).
Make the page the org default for the object.
Make the page the default object record page for specific Lightning apps.
Assign the page to a combination of Lightning apps, record types, and profiles.
Assign the page to a form factor, such as a desktop or phone.
https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-platform-app-builder-credential
TRUE OR FALSE : The Lightning App Builder issupported on mobile browsers.
FALSE
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : The Lightning App Builder palette displays only the components that are available for the devices supported by the page template.
TRUE
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : If the Lightning App Builder canvas view is switched to a form factor that a component on the page doesn’t support, that component disapears.
FALSE
that component displays as a placeholder with a warning.
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : When a component is viewed on a device that the component doesn’t support, it’s dropped from the page.
TRUE
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : You can create and edit a record page even if you don’t have permission to access the object that the page is associated with.
TRUE
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
LIMIT items on the navigation in a Lightning app
50
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : Users can’t remove the items you include in the navigation bar, in a Lightning app
TRUE
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
On Lightning Experience record pages, a Record Detail component that contains more than ______ external lookup fields breaks the page at runtime.
4
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
Lightning App, number of regions and size(%)
3 regions –> 50, 25, 25
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
LIMIT of componets that are shower in a region of a Lightning App
25
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : Pinned regions support theming. For example, if you use custom theming to brand your app with the color green, the pinned region apply the green color.
FALSE
Pinned regions don’t support theming.
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : If you activate a page and then return to make changes, you don’t have to activate it again. Lightning App
TRUE
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE : Changes that you make to Lightning record page assignments are immediately reflected in the Salesforce mobile app.
FALSE
To see a newly assigned record page, close and restart the Salesforce mobile app.
https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_considerations.htm&type=5
TRUE OR FALSE: Accounts and person accounts have different standard default pages to begin with.
TRUE
TRUE OR FALSE: When you create a Lightning page for accounts and assign it as the default for an org or an app, that page becomes the org or app default for business accounts and person accounts
TRUE
To display a custom record page for person accounts, create a custom account record page, then assign it to the person account record type.
