User Interface

Question 1

User Interface Settings

Answer 1

• Can be configured to give your Users a more tailored experience of the Org.
• Numerous settings are available.
• Utilize “Help for this Page” to get a breakdown of each of the settings
• Key Settings
  
  • Enable Hover Details
  • Inline Editing
  • Navigation Bar Customization
  • Printable List Views

Question 2

App Menu

Answer 2

• Easy way to add and remove visibility of Apps in the Salesforce Org.
• Hide Apps from the App Launcher
• Reorder Apps in the App Launcher

Question 3

App Manager

Answer 3

• Where you can find more information about each App and customize them in greater detail.
• Customize Salesforce Apps
• Create New Salesforce Apps
• App Details & Branding
• App Options
• Utility Items
• Navigation Items
• User Profiles

Question 4

List Views

Answer 4

• Can be customized using Filters so that only the Records you want to see are shown.
• Are available for most objects
• Customisable using Filters.
• Fields can be added, removed, and reordered for the Columns
• 3 variations - List, Split, and Kanban
• Inline editing for industry and status of opp, lead, or account

Question 5

Actions

Answer 5

Allows Users to carry out certain actions from the Salesforce Org quickly. Ex: Creating a new opp, creating a task.

Question 6

What type of actions are there?

Answer 6

Global Quick Actions and Object Specific Quick Actions

Question 7

Global Quick Actions

Answer 7

• Launched from the Global Actions Button
• Create Record
• Send an email
• Log a call
• Use a custom Visualforce action
• Use a custom canvas action
• Use a lightning component
• Can preset fields
• Can create a feed item when the action is taken
• Layout can be customized
• Must be added to the Global Publisher Layout

Question 8

Object Specific Quick Actions

Answer 8

• Launched from the Record and is automatically associated to it
• Create record
• Send an email
• Log a call
• Use a custom visualforce action
• Use a custom canvas action
• Use a lightning component
• Can preset fields
• Can create a feed item when the action is taken
• Layout can be customized
• Must be added to the Page Layout
• Can be dynamic

Question 9

Lightning App Builder

Answer 9

• Lightning App Builder allows you to refine the appearance of your Org to make it easier and more accessible to Users.