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AB > User Interface > Flashcards

User Interface Flashcards

1
Q

What types of components can be used in Lightning App Builder?

A

Standard and Custom

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2
Q

What is a Lightning Page composed of?

A

Components

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3
Q

What determines the regions available in a Lightning Page?

A

template

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4
Q

What step is critical to making sure Lightning Pages are visible to users?

A

activation

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5
Q

Can you with a component:
Move it?
Delete?
Change its size?

A

Yes
Yes
No

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6
Q

What is an App Page?

A

A custom home page for an app made up of different lightning components

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7
Q

What is a Home Page?

A

A custom home page for users, can be made available to everyone or assigned to one or more profiles, giving users access to a page designed for their role

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8
Q

What is a Record Page?

A

A customized page for a given record (i.e. account record page). Can be set as default for entire org or specific apps. A combination of apps, record types, and profiles.

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9
Q

How can component visibility be configured?

A

Can be set for app, record, and home pages by defining filters

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10
Q

What is App Manager?

A

An app in Salesforce is a navigation bar –> collection of tabs and quick actions. This can be customized for each app; custom colors an branding can be used to make each app unique/easy to identify

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11
Q

What must exist for a Lightning component or page in order to add it to the navigation bar of an app or menu of the Salesforce app?

A

A tab for it

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12
Q

What do page layouts control?

A

used to define what users see on record detail pages

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13
Q

What do Search layouts control?

A

the organization of fields in search results, lookup dialogs, and key lists on tab home pages

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14
Q

What is used to show records based on custom criteria?

A

Custom list views

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15
Q

Can dashboard snapshot be included on a homepage?

A

Yes

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16
Q

What elements can be used in a page layout?

A

fields, sections, buttons, custom links, and related lists on a record detail page

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17
Q

Can visualforce be embedded on page layouts?

A

Yes

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18
Q

What control mechanisms exist for page layouts?

A

Associated with different user profiles, and field level security can be used to restrict certain fields

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19
Q

How many fields can be added to a search layout?

A

10

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20
Q

What objects do not apply to Search layouts?

A

Salesforce CRM Content, campaign members, opportunity teams, and account teams

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21
Q

What SF version allows you to create views of contacts, leads, users, or cases for mass email recipient lists?

A

Salesforce Classic

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22
Q

What SF version allows for creating an infinitely scrollable list of records that meet filter criteria?

A

LE

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23
Q

Can a dashboard show data from more than one report?

A

yes

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24
Q

Scenario: Sales reps need to view only closed won opps with amount greater than USD 100,000 when they access Opprtunities tab

A

A custom list view can be created for this requirement. The ‘Stage’ and ‘Amount’ fields can be used in the filter criteria. The visibility of this custom list view can be restricted to the sales rep role.

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25
Q

Scenario: When a user views an account record, the mailing address of the related contacts should be displayed on the page.

A

It is possible to customize the fields that are visible in a related list. In this case, the Contacts related list on the Account page layout can be customized to include the fields pertaining to mailing address.

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26
Q

Scenario: A system admin has defined a custom button on the Account object that displays a report related to the account. However, users are not able to view the button.

A

Once a custom button has been defined, it needs to be added to the page layout of the object to make it visible to users. In this case, the Account page layout needs to be edited, and the custom button needs to be dragged and dropped.

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27
Q

Scenario: When users search for opps using Global Search, the need to be able to view the Order Number associated with the opps.

A

The ‘Search Results’ layout for the Opportunity object can be edited and the ‘Order Number’ field can be added to the list of ‘Selected fields’ from ‘Available fields’

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28
Q

Scenario: A support manager needs to view a bar chart showing the number of cases in different statuses groued by the Case Origin. This bar chart should be displayed on every case record.

A

A matrix report with a bar chart can be created for this requirement. The chart can be added to the Case page layout. Filtering of the chart should be turned off in properties to ensure that it shows all results.

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29
Q

Scenario: A dashboard has been created for certain support-related reports in the org. A user requires access to three of the dashboard components on the home page.

A

The home page layout can be customized to include a dashboard snapshot. A dashboard can be selected by the user for the dashboard shapshot component. The snapshot displays the first row of the dashboard consisting of the three dashboard components.

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30
Q

What are some examples of standard Lightning components?

A 
Filter list
Rich Text
VisualForce
Report Chart
Recent Items
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31
Q

What kind of Lightning comps can be added to an application?

A

Standard or Custom (from devs on App Exchange)

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32
Q

How can Lightning pages or comps be added to Salesforce app?

A

The page or comp must be defined as a tab, then added to the Mobile Navigation menu

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33
Q

What are the three types of comps that can be added to a Lightning page?

A

Standard
Custom
Third party components

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34
Q

What can be used to create and customize app, home, and record pages for LE?

A

Lightning App builder

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35
Q

Which types of components can be accessed to create app pages in the Lightning App Builder?

A

Standard
Custom
Third party (custom managed)

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36
Q

Which menu can be used to manage Lightning pages in the Lightning App Builder?

A

‘Pages’ menu

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37
Q

What can be used to customize the fields that appear in the global search results?

A

Search Results Layout

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38
Q

Which declarative option is available in SF to specify the fields and related lists that appear on record detail pages?

A

Page Layout

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39
Q

What can be included on the home page layout in order to allow users to view dashboard components?

A

Dashboard Snapshot

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40
Q

What are the types of components?

A

Standard
Custom
Third party comps

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41
Q

What type of Surveys can be added to record pages?

A

Active Surveys

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42
Q

What can be used to embed an active survey into a page?

A

Surveys component

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43
Q

How can a record page be customized?

A

Created from scratch via a template or by editing an existing page

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44
Q

If a component should be displayed only for users with a specific permission, which property of the component needs to be configured?

A

‘Set Component Visibility’

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45
Q

Which section of App Settings allows customizing the items that should be included in a Lightning app?

A

Navigation items

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46
Q

What does a Visual force tab display?

A

Visualforce page

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47
Q

Web tabs display ___?

A

an external webusite

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48
Q

What is a Lightning Page Tab?

A

allows a Lightning page to be added to Salesforce Mobile app nav menu

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49
Q

What is a Lightning Component Tab?

A

allows a Lightning comp to be added to the Salesforce Mobile app nav menu

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50
Q

What are some standard classic components?

A 
Create new
recent items
message and alerts
custom links
items to approve
calendar 
tasks
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51
Q

Custom components can be?

A

links
images/logo
html area
visualforce area

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52
Q

Standard Lightning components?

A 
flow
items to approve
key deals
list view
paused flow
performance chart
quip
recent items
recent records
recomendations
report chart
rich text
todays events/tasks
trending topics 
Visual force
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53
Q

What is a form factor?

A

In LE, you can choose:
Desktop and phone
Desktop
Phone

54
Q

What options can be used for a page layout?

A 
Quick actions
embedeed VF page
custom links/buttons
embedded report charts
page layout columns
related list options
mini page layouts
compact layouts
55
Q

Related list options?

A

Basic List – display related records in list format
Tile – display related recs in tiled format
Enhanced list – similar to basic list but provides additional settings such as number of columns to display, column resizing and sorting, text wrapping, and enable mass actions to the record in the list

56
Q

What is a mini page layout?

A

what is displayed when hovering over a field, (such as account name)

57
Q

What is a compact layout?

A

Controls the fields in the highlights panel displayed when hovering on a lookup field

58
Q

What view types can a Lightning record page have?

A

Grouped View layout
Full View Layout
Record View

59
Q

User Interface Settings: Enable collapsible sections

A

allows page sections to be collapsed and expanded. Settings will be remembered for each user. Applies to Classic only

60
Q

User Interface Settings: Show Quick Create

A

Displayed on Lead/Account/Contact/Forecasting and Opportunity Home pages. Also allows quick create within those object lookup dialogs

61
Q

User Interface Settings: Enable Hover Details

A

Enables a summary display of a record when hovering over a record link. The fields displayed are determined by the mini page layout

62
Q

User Interface Settings: Enable Related List Hover Links

A

Enables the display of related list links at the top of the detail page. Hovering will display the related and number of records. Clicking on the link will jump to the related list section of the detail page. Applies to Classic only.

63
Q

User Interface Settings: Enable Separate Loading of Related Lists

A

Enables the loading and display of the detail record before the related lists. Can improve performance when there are a large number of related lists.

64
Q

User Interface Settings: Enable Inline Editing

A

Enables editing of field values on a detail page by double-clicking on the field

65
Q

User Interface Settings: Enable Enhanced Lists

A

Adds features such as change width of columns / change order of columns / number of records displayed per page / first next previous and last page navigation

66
Q

User Interface Settings: Enable Salesforce Classic 2010 Theme

A

Updated user interface available for summer 2010

67
Q

User Interface Settings: Enable Tab Bar Organizer

A

If enabled, the tabs that do not fit without scrolling the window will be organized in a drop-down list.

68
Q

User Interface Settings: Disable Nav Bar Personalization in Lightning

A

Limits nav bar to standard set by admin. Lightning only

69
Q

User Interface Settings: enable printable list views

A

if enabled, will display an icon that can be used to generate print-ready format of the data in the view. Classic only

70
Q

User Interface Settings: enable customization of chatter user profile pages

A

Allows the admin to customize the tabs on the Chatter user profile page

71
Q

User Interface Settings: Enable Salesforce Notification Banner

A

Turns off the banner that shows notifications from Salesforce

72
Q

User Interface Settings: Do not show LE-enabled end users “Try LE Now” prompt

A

Limits showing the “Try” promp to users that laredy have LE on their profile

73
Q

Sidebar Settings: Enable collapsible side bar

A

allows users to hide or show the sidebar on every page that normally displays it (classic only)

74
Q

Sidebar Settings: Show custom sidebar components on all pages

A

If enabled, allows users to show or hide any custom sidebar on every page that normally displays it (classic only)

75
Q

Calendar Settings: Enable home page hover links for events

A

A summary of event is displayed when hovering over the subject. Fields are defined in the mini page layout

76
Q

Calendar Settings: Enable drag-and-frop editing on calendar views

A

Allows events to be rescheduled by dragging and dropping. (classic only)

77
Q

Calendar Settings: Enable click-and-create events on calendar views

A

allows events to be created by double clicking on calendar. Fields available to be entered are defined in the mini page layout

78
Q

Calendar Settings: Enable drag-and-drop scheduling on list views

A

allows records to be dragged from a list view to the calendar to create events. fields defined in mini page layout. classic only

79
Q

Calendar Settings: Enable hover links for My Tasks list

A

will display task details when over over task subject (classic only)

80
Q

What can be displayed in instant results via Search Results Layout

A 
Object type
Secondary field (of admins choosing)
81
Q

What is a Lookup Dialog search layout?

A

defines the fields that are displayed after searching from a lookup dialog

82
Q

What is a Search Filter Fields layout?

A

determines the fields that are available to filter search results. (Classic only)

83
Q

What are the limitation for Search Filters Fields?

A

if field level security it wont be displayed
up to 10 fields can be added (identifying fields cannot be removed
cannot be included in a Change set (changed manually in other envs)

84
Q

What is a list view?

A

list of records that meet a defined criteria

85
Q

how many filters can be defined for a custom list view?

A

10

86
Q

What are the visibility options for a custom list view ?

A 
personal
all
certain groups
roles
(only admins can set visibilty to all users or grups -- unless 'Manage public list views' is given to user
87
Q

What is a custom list button

A

A custom button you can add in the upper right corner of a list view

88
Q

How can you do branding/personalization through colors and custom images?

A

with Themes

89
Q

How do you enable a specific theme?

A

In Setup, search for ‘Themes and Branding’ to activate themes or create a custom one.

90
Q

How many themes can be active for an org?

A

One

91
Q

What are some main capabilities of custom buttons and links?

A

Display a URL in existing/new window
Execute Javascript
Display a Vf page in the existing/new window
Display s-control content

92
Q

Where can a custom button be placed?

A

Detail page
list view
search result
related list

93
Q

What do list buttons allow?

A

allows users to select multiple items in the list and perform an action on all of them at once

94
Q

What is a reason that you would use a custom button that a standard button wouldn’t be able to do?

A

Can help one integrate salesforce data with external urls, applications, company’s intranet or other back-end systems.

95
Q

What javascript capabilities does a have custom button have?

A

can delete one or more records
can update one or more
can create new records

96
Q

What URL capabilities does a custom button have?

A

pass data from the current record and display a URL
use merged fields in a formula to create the URL
use conditional functions to create the URL
display a salesforce report for th current recorde

97
Q

Where can custom buttons NOT be used?

A

User object (but custom links yes)
Web-to-Lead, Web-to-Case and Cast Teams related list
Custom buttons that call javascript are not allowed in LE

98
Q

Where do actions appear?

A

Home Page
Chatter tab
Chatter Groups
Record Detail pages

99
Q

What will be used to display actions if not overridden?

A

Global Publishier Layout

100
Q

What are the standard Chatter Actions?

A 
Post
File
Link
Poll 
Question
Annoucements (Groups)
*LE only has Post, Poll, Question
101
Q

What are default actions?

A

Sets of pre-defined actions to allow users to get usering actions in their org (like New Task on Account)

102
Q

What are Mobile Smart Actions?

A

set of preconfigured quick actions for:

Account, Case, Contact, Lead, and Opp pages

103
Q

What are Productivity Actions?

A

predefined and attached to limited set of objects:
Send Email
Call
Map
View Website
Read news
(cannot edit delete these except for Call action)

Appear on: 
Account
Contact
Event
Lead 
User
User Profile
104
Q

What are Global Quick Actions?

A 
can be added to any page that supports actions (home page, chatter, object pages, custom lightning app pages. 
Then can:
Create standard or custom object record
Log a call
send an email
display Vf page
display custom canvas
launch a lightning component
105
Q

Object specific Quick actions?

A

defined on a given object. Can:

create a record, update a record, log a call, send an email, launch Vf page, Lightning comp or Flow.

106
Q

SCENARIO: The account detail page should contain a link to a Google map that shows the geographical location associated with the account’s billing address. The map should be displayed in a new window.

A

It is possible to create a custom link that performs a search on Google Maps using parameters such as BillingStreet, BillingCity, and BillingCountry. The behavior of the custom link can bet set as ‘Display in a new window’. It can be added to account page layout

107
Q

SCENARIO: When a user clicks a button on the detail page of an opp, a Vf page with certain details should be displayed in the existing window with sidebar.

A

A custom button can be created for which the content source can be selected as a Vf page. This button could be added to the opp page layout.

108
Q

SCENARIO: A javascript function needs to be execute whenever a user clicks a button on the contact detail page.

A

A detail page link with ‘OnClick Javascript’ as the content source can be created and added to the contact page layout. The behavior of the link can be set to ‘execute Javascript’.

109
Q

SCENARIO: A button needs to be be added to the Contacts related list on the Account detail page. This button should allow users to select multiple contacts and process them using a javascript function.

A

A list button can be created for this use case. The ‘Display Checkboxes’ option can be selected. ‘OnClick Javascript’ can be selected as the content source. The button can be added to a related list, list view, or search results layout.

110
Q

SCENARIO: Sales reps should be able to create a related opportunity record directly from the feed of an account record.

A

An object-specific action can be created for this use case with action type as ‘Create a Record’. Field values for the opportunity can be predefined. The Action can be added to the account page layout.

111
Q

SCENARIO: A support rep should be able to send an email from the Chatter feed on the home page.

A

A global action can be created for this use case with action type as ‘Send an Email’. This action can be added to the global publisher layout to ensure that it appears in the Chatter feed of the home page.

112
Q

SCENARIO: An Account Manager is creating a new child account directly from an account record page. He wants to auto-populate fields such as Website and Account Number upon click.

A

A button or link can be used to pass default values to new records being created by using the following formula:
/lightning/o/Account/new?defaultFieldValues=Website={!Account.Website},AccountNumber={!Account.AccountNumber}

113
Q

What is the difference between a global action and object specific action?

A

global actions do not relate to a specific record, object specific can create a new current record or related one

114
Q

What is the global layout?

A

will be the layout used if not others are defined. Can be modified and different ones per profile

115
Q

Where can custom buttons be placed?

A

related list
list view
search result
detail record page

116
Q

If an action has to be used to create an Asset from and Account record, what needs to be done?

A

Create an object-specific create record action on Account with Asset as the target object. Then add action to Account page layout

117
Q

What can custom buttons or links do?

A

Display URL
Display Vf page
Execute Javascript

118
Q

What are the different types of searches available and what is the difference?

A

Global Search – searches most info in Sf
Side bar Search – searches subset of records/fields
Advanced Search – search on a combo of fields and can use wildcards

119
Q

What do the User Interface Settings control?

A

General User Interface
Sidebar Settings
Calendar Settings

120
Q

What does an enhanced lookup offer?

A 
Search on all fields
sort/filter
customize columns
page navigation
auto completion
121
Q

Where are some of the search settings that can be enabled or customized?

A 
Number of search results displayed
Document Content Search
Recently viewed records
search optimization 
limit search to records owned by user
122
Q

What types of custom tabs are available?

A 
Custom object
Vf
Web
Lightning Page
Lightning Component
123
Q

What are the different types of search layouts?

A

What types of custom components can be displayed on a classic home page?

124
Q

How can the classic home page be configured?

A

Home page layouts can be assigned to profiles and have standard or custom components on them

125
Q

What can displayed in a web tab?

A

a simple URL or URL with merge field

126
Q

What options are available to configure a page layout?

A 
Add Quick Actions
Embed Vf page
Add custom links/buttons
Embed report charts
configure 1 or 2 column sections
config related lists
field order, sort order, sort direction
127
Q

What actions and features a available on a list view?

A 
Edit
Delete
Follow Records
sort filter
set how many recs to diplay
toggle to chatter feed
printable view
128
Q

What parts of the user interface can be customized?

A

Home Page layout
Custom tabs
page layouts
user interface settings

129
Q

What allows configuring the items that appear in the nav bar of an app?

A

App manager in Setup

130
Q

What Lightning component can be used to provide a tab-like organization component to a home page?

A

Accordion component

131
Q

At what levels can themes and branding be applied?

A

Entire organization instance or application override

132
Q

Component visibility rules on record pages can bet set on fields of which objects?

A

Fields on related objects or other objects (such as Client or User)

AB (9 decks)

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