User Interface I Flashcards
What is the difference between a global action and object-specific action?
Global actions do not relate to a specific record. Object-specific actions can relate to the current record, for example, update the current record or create a related record.
What is the global layout?
The global layout is the set of actions that will be used if an action layout has not been overridden. The global layout can be customized, and multiple publisher layouts can be defined and assigned to different profiles.
Where can custom buttons be placed?
Related List, List View, Search Result or Record Detail Page
If an action has to be used to create an Asset from an Account record, what needs to be done?
Create an object-specific create record action on Account and select Asset as the target object. Add the action to the Account page layout.
What can custom buttons or links do?
Display a URL, Execute Javascript, and Display a Visualforce page
What are the different types of searches available and what is the difference?
Global Search, Sidebar Search and Advanced Search. Global searches most information in Salesforce, Sidebar searches a subset of records and fields, Advanced Search can search on a combination of fields and include wildcards.
What do the User Interface Settings control?
General User Interface, Sidebar and Calendar
What does an enhanced lookup offer?
Search on all fields, sort, filter, customize columns, page navigation, auto-completion
What 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 the user
What types of custom tabs are available?
Custom Object, Visualforce, Web, Lightning Page, Lightning Component
What are the different types of search layouts?
Search Results, Lookup Dialog, Lookup Phone Dialog, Tab, List View and Search Filter Fields
What types of custom components can be displayed on a classic home page?
Links, Images, HTML Area, Visualforce Area
How can the classic home page be configured?
Home Page Layouts can be configured and assigned to profiles. Standard and Custom components can be added and organised to display in the left or right columns.
What can be displayed in a web tab?
Either a simple URL or a URL with a merge field
What options are available to configure a page layout?
Add Quick Actions, Embed Visualforce Page, Add Custom Links/Buttons, Embed Report Charts, Configure 1 or 2 column sections, configure related list fields, field order, sort field and sort direction
