User Interface Flashcards
What types of components can be used in Lightning App Builder?
Standard and Custom
What is a Lightning Page composed of?
Components
What determines the regions available in a Lightning Page?
template
What step is critical to making sure Lightning Pages are visible to users?
activation
Can you with a component:
Move it?
Delete?
Change its size?
Yes
Yes
No
What is an App Page?
A custom home page for an app made up of different lightning components
What is a Home Page?
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
What is a Record Page?
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.
How can component visibility be configured?
Can be set for app, record, and home pages by defining filters
What is App Manager?
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
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 tab for it
What do page layouts control?
used to define what users see on record detail pages
What do Search layouts control?
the organization of fields in search results, lookup dialogs, and key lists on tab home pages
What is used to show records based on custom criteria?
Custom list views
Can dashboard snapshot be included on a homepage?
Yes
What elements can be used in a page layout?
fields, sections, buttons, custom links, and related lists on a record detail page
Can visualforce be embedded on page layouts?
Yes
What control mechanisms exist for page layouts?
Associated with different user profiles, and field level security can be used to restrict certain fields
How many fields can be added to a search layout?
10
What objects do not apply to Search layouts?
Salesforce CRM Content, campaign members, opportunity teams, and account teams
What SF version allows you to create views of contacts, leads, users, or cases for mass email recipient lists?
Salesforce Classic
What SF version allows for creating an infinitely scrollable list of records that meet filter criteria?
LE
Can a dashboard show data from more than one report?
yes
Scenario: Sales reps need to view only closed won opps with amount greater than USD 100,000 when they access Opprtunities tab
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.
Scenario: When a user views an account record, the mailing address of the related contacts should be displayed on the page.
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.
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.
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.
Scenario: When users search for opps using Global Search, the need to be able to view the Order Number associated with the opps.
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’
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 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.
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.
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.
What are some examples of standard Lightning components?
Filter list Rich Text VisualForce Report Chart Recent Items
What kind of Lightning comps can be added to an application?
Standard or Custom (from devs on App Exchange)
How can Lightning pages or comps be added to Salesforce app?
The page or comp must be defined as a tab, then added to the Mobile Navigation menu
What are the three types of comps that can be added to a Lightning page?
Standard
Custom
Third party components
What can be used to create and customize app, home, and record pages for LE?
Lightning App builder
Which types of components can be accessed to create app pages in the Lightning App Builder?
Standard
Custom
Third party (custom managed)
Which menu can be used to manage Lightning pages in the Lightning App Builder?
‘Pages’ menu
What can be used to customize the fields that appear in the global search results?
Search Results Layout
Which declarative option is available in SF to specify the fields and related lists that appear on record detail pages?
Page Layout
What can be included on the home page layout in order to allow users to view dashboard components?
Dashboard Snapshot
What are the types of components?
Standard
Custom
Third party comps
What type of Surveys can be added to record pages?
Active Surveys
What can be used to embed an active survey into a page?
Surveys component
How can a record page be customized?
Created from scratch via a template or by editing an existing page
If a component should be displayed only for users with a specific permission, which property of the component needs to be configured?
‘Set Component Visibility’
Which section of App Settings allows customizing the items that should be included in a Lightning app?
Navigation items
What does a Visual force tab display?
Visualforce page
Web tabs display ___?
an external webusite
What is a Lightning Page Tab?
allows a Lightning page to be added to Salesforce Mobile app nav menu
What is a Lightning Component Tab?
allows a Lightning comp to be added to the Salesforce Mobile app nav menu
What are some standard classic components?
Create new recent items message and alerts custom links items to approve calendar tasks
Custom components can be?
links
images/logo
html area
visualforce area
Standard Lightning components?
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
What is a form factor?
In LE, you can choose:
Desktop and phone
Desktop
Phone
What options can be used for a page layout?
Quick actions embedeed VF page custom links/buttons embedded report charts page layout columns related list options mini page layouts compact layouts
Related list options?
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
What is a mini page layout?
what is displayed when hovering over a field, (such as account name)
What is a compact layout?
Controls the fields in the highlights panel displayed when hovering on a lookup field
What view types can a Lightning record page have?
Grouped View layout
Full View Layout
Record View
User Interface Settings: Enable collapsible sections
allows page sections to be collapsed and expanded. Settings will be remembered for each user. Applies to Classic only
User Interface Settings: Show Quick Create
Displayed on Lead/Account/Contact/Forecasting and Opportunity Home pages. Also allows quick create within those object lookup dialogs
User Interface Settings: Enable Hover Details
Enables a summary display of a record when hovering over a record link. The fields displayed are determined by the mini page layout
User Interface Settings: Enable Related List Hover Links
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.
User Interface Settings: Enable Separate Loading of Related Lists
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.
User Interface Settings: Enable Inline Editing
Enables editing of field values on a detail page by double-clicking on the field
User Interface Settings: Enable Enhanced Lists
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
User Interface Settings: Enable Salesforce Classic 2010 Theme
Updated user interface available for summer 2010
User Interface Settings: Enable Tab Bar Organizer
If enabled, the tabs that do not fit without scrolling the window will be organized in a drop-down list.
User Interface Settings: Disable Nav Bar Personalization in Lightning
Limits nav bar to standard set by admin. Lightning only
User Interface Settings: enable printable list views
if enabled, will display an icon that can be used to generate print-ready format of the data in the view. Classic only
User Interface Settings: enable customization of chatter user profile pages
Allows the admin to customize the tabs on the Chatter user profile page
User Interface Settings: Enable Salesforce Notification Banner
Turns off the banner that shows notifications from Salesforce
User Interface Settings: Do not show LE-enabled end users “Try LE Now” prompt
Limits showing the “Try” promp to users that laredy have LE on their profile
Sidebar Settings: Enable collapsible side bar
allows users to hide or show the sidebar on every page that normally displays it (classic only)
Sidebar Settings: Show custom sidebar components on all pages
If enabled, allows users to show or hide any custom sidebar on every page that normally displays it (classic only)
Calendar Settings: Enable home page hover links for events
A summary of event is displayed when hovering over the subject. Fields are defined in the mini page layout
Calendar Settings: Enable drag-and-frop editing on calendar views
Allows events to be rescheduled by dragging and dropping. (classic only)
Calendar Settings: Enable click-and-create events on calendar views
allows events to be created by double clicking on calendar. Fields available to be entered are defined in the mini page layout
Calendar Settings: Enable drag-and-drop scheduling on list views
allows records to be dragged from a list view to the calendar to create events. fields defined in mini page layout. classic only
Calendar Settings: Enable hover links for My Tasks list
will display task details when over over task subject (classic only)
What can be displayed in instant results via Search Results Layout
Object type Secondary field (of admins choosing)
What is a Lookup Dialog search layout?
defines the fields that are displayed after searching from a lookup dialog
What is a Search Filter Fields layout?
determines the fields that are available to filter search results. (Classic only)
What are the limitation for Search Filters Fields?
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)
What is a list view?
list of records that meet a defined criteria
how many filters can be defined for a custom list view?
10
What are the visibility options for a custom list view ?
personal all certain groups roles (only admins can set visibilty to all users or grups -- unless 'Manage public list views' is given to user
What is a custom list button
A custom button you can add in the upper right corner of a list view
How can you do branding/personalization through colors and custom images?
with Themes
How do you enable a specific theme?
In Setup, search for ‘Themes and Branding’ to activate themes or create a custom one.
How many themes can be active for an org?
One
What are some main capabilities of custom buttons and links?
Display a URL in existing/new window
Execute Javascript
Display a Vf page in the existing/new window
Display s-control content
Where can a custom button be placed?
Detail page
list view
search result
related list
What do list buttons allow?
allows users to select multiple items in the list and perform an action on all of them at once
What is a reason that you would use a custom button that a standard button wouldn’t be able to do?
Can help one integrate salesforce data with external urls, applications, company’s intranet or other back-end systems.
What javascript capabilities does a have custom button have?
can delete one or more records
can update one or more
can create new records
What URL capabilities does a custom button have?
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
Where can custom buttons NOT be used?
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
Where do actions appear?
Home Page
Chatter tab
Chatter Groups
Record Detail pages
What will be used to display actions if not overridden?
Global Publishier Layout
What are the standard Chatter Actions?
Post File Link Poll Question Annoucements (Groups) *LE only has Post, Poll, Question
What are default actions?
Sets of pre-defined actions to allow users to get usering actions in their org (like New Task on Account)
What are Mobile Smart Actions?
set of preconfigured quick actions for:
Account, Case, Contact, Lead, and Opp pages
What are Productivity Actions?
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
What are Global Quick Actions?
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
Object specific Quick actions?
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.
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.
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
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 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.
SCENARIO: A javascript function needs to be execute whenever a user clicks a button on the contact detail page.
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’.
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 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.
SCENARIO: Sales reps should be able to create a related opportunity record directly from the feed of an account record.
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.
SCENARIO: A support rep should be able to send an email from the Chatter feed on the home page.
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.
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 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}
What is the difference between a global action and object specific action?
global actions do not relate to a specific record, object specific can create a new current record or related one
What is the global layout?
will be the layout used if not others are defined. Can be modified and different ones per profile
Where can custom buttons be placed?
related list
list view
search result
detail record page
If an action has to be used to create an Asset from and Account record, what needs to be done?
Create an object-specific create record action on Account with Asset as the target object. Then add action to Account page layout
What can custom buttons or links do?
Display URL
Display Vf page
Execute Javascript
What are the different types of searches available and what is the difference?
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
What do the User Interface Settings control?
General User Interface
Sidebar Settings
Calendar Settings
What does an enhanced lookup offer?
Search on all fields sort/filter customize columns page navigation auto completion
Where are some of the search settings that can be enabled or customized?
Number of search results displayed Document Content Search Recently viewed records search optimization limit search to records owned by user
What types of custom tabs are available?
Custom object Vf Web Lightning Page Lightning Component
What are the different types of search layouts?
What types of custom components can be displayed on a classic home page?
How can the classic home page be configured?
Home page layouts can be assigned to profiles and have standard or custom components on them
What can displayed in a web tab?
a simple URL or URL with merge field
What options are available to configure a page layout?
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
What actions and features a available on a list view?
Edit Delete Follow Records sort filter set how many recs to diplay toggle to chatter feed printable view
What parts of the user interface can be customized?
Home Page layout
Custom tabs
page layouts
user interface settings
What allows configuring the items that appear in the nav bar of an app?
App manager in Setup
What Lightning component can be used to provide a tab-like organization component to a home page?
Accordion component
At what levels can themes and branding be applied?
Entire organization instance or application override
Component visibility rules on record pages can bet set on fields of which objects?
Fields on related objects or other objects (such as Client or User)
