Workspace Flashcards

To discuss configuration options for the user workspace

1
Q

Dynamic Tabs

A

When enabled, records are shown in separate application tabs.

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2
Q

Why are Dynamic Tabs not recommended in Sales?

A

There is an impact to functionality if a sales user leaves too many of these tabs open.

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3
Q

What is a Smart List?

A

A smart list is similar to recent items, but includes intelligent ranking.
Smart Lists are user-context-based saved searches that list the most relevant results based on object activity and context.

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4
Q

Do smart lists require configuration?

A

Yes.

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5
Q

Smart Lists can hold how many records?

A

50.

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6
Q

Which objects support smart lists?

A

Accounts
Contacts
Leads
Opportunities
Partners

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