SF USER BASICS 2 Flashcards
Describe Lightning Experience
a modern, productive user experience designed to help you do more and be more efficient.
What is Lightning Experience main use
support an ORG sales and service processes
Standard process to log into SF is
SF admin sets you up as a user in your Salesforce org.
Receive an email with a link to log in and set your password
link, set your password and security question, and click Save
How do you log into SF
Determined by how your Salesforce admin has set up your org
What page do you land on upon logging in
Home, depending on your role/profile if your homepage will be Sales/ Service
What are the components to the SF home page
APNT (assistant, performance chart, news and top deals)
What is an assistant goals
identify exactly what you need to be doing today
What is listed opportunity workspace
Sales process stages(sales path), activity timeline, ability to create record, quick view records and log call/task/send email
Describe list view
let you see records that are important to you by Use of filters, you can create customized lists of accounts, contacts, opportunities, or other records in Salesforce.
Does an admin create a list view for a user
a user can create own lit view
