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Lightning Experience Features - Explore Other Enhancements
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Lightning Experience Features - Explore Other Enhancements

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@Carenem

Questions and Answers

What is the name of the list view that displays recent records by default on the home page for standard and custom objects in Lightning Experience?

  • Recent Items
  • Recently Accessed
  • Recent Records
  • Recently Viewed (correct)

    • What is the purpose of the gear menu on an object's home page in Lightning Experience?

  • To view the object's search layout
  • To manage your list views (correct)
  • To edit the object's details
  • To create new records

    • Which of the following objects have special workspaces in Lightning Experience?

  • Opportunities and Leads (correct)
  • Accounts and Contacts
  • Leads and Cases
  • Cases and Accounts

    • Which component appears in the same place across all objects in Lightning Experience?

    <p>Highlights panel</p> Signup and view all the answers

    Where are related lists located on an object's page in Lightning Experience?

    <p>In their own tab in the main part of the page</p> Signup and view all the answers

    How are cases different from other records in Lightning Experience?

    <p>They are feed-first and display a Chatter tab first</p> Signup and view all the answers

    What is the name of the component on the Home page that shows a list of your tasks due today?

    <p>Today's Tasks</p> Signup and view all the answers

    What is the primary purpose of the 'Assistant' feature in Salesforce?

    <p>To provide users with a list of activities and leads to address</p> Signup and view all the answers

    What is the order in which items appear in the 'Assistant' feature?

    <p>New Leads, Activities, Overdue tasks</p> Signup and view all the answers

    What is the name of the feature that displays sales performance and provides insights into top deals?

    <p>Performance Chart</p> Signup and view all the answers

    How can you change the date and time stamps displayed in a Case feed in Lightning Experience?

    <p>By using the 'Show relative timestamp' setting in Setup.</p> Signup and view all the answers

    How can users share files with a broader audience in Salesforce Files?

    <p>By creating a public link.</p> Signup and view all the answers

    What is the main purpose of the new Files related list in Lightning Experience?

    <p>To allow users to upload files from their computer and attach them to records.</p> Signup and view all the answers

    What is the advantage of using the file preview player in Lightning Experience?

    <p>It eliminates the need for Adobe Flash Player for previewing files.</p> Signup and view all the answers

    Which of the following statements about the user profile page in Lightning Experience is TRUE?

    <p>You cannot edit a user's information unless you have permission.</p> Signup and view all the answers

    What is the recommended approach for managing attachments in Lightning Experience?

    <p>Convert attachments to Salesforce Files using the Attachments to Files tool.</p> Signup and view all the answers

    What is one benefit of recreating Salesforce Classic case feed publisher actions in Lightning Experience?

    <p>They are available on mobile devices.</p> Signup and view all the answers

    Which of the following file sharing options allows collaborators to edit files and upload new versions?

    <p>Sharing with specific people.</p> Signup and view all the answers

    Which of the following is a feature of Salesforce Files?

    <p>Provides a centralized location for managing all your organization's files.</p> Signup and view all the answers

    What is the main limitation of sharing files with a public link?

    <p>Recipients of a public link can become collaborators and edit the shared file.</p> Signup and view all the answers

    Which of these statements is NOT true about the Expense Report custom object?

    <p>The Chatter tab is visible next to the Activity tab.</p> Signup and view all the answers

    What is the recommended approach for making files from Documents available in Salesforce Files?

    <p>Upload them directly to the Files related list.</p> Signup and view all the answers

    What is the main benefit of using Salesforce Files for file management?

    <p>It provides a single location for managing all types of files and attachments.</p> Signup and view all the answers

    What is the advantage of using Salesforce Files for managing content compared to using attachments?

    <p>Salesforce Files allows for easier access and collaboration on files.</p> Signup and view all the answers

    How does the 'Show relative timestamp' setting affect the date and time stamps in a Case feed?

    <p>It displays the date and time as a relative period (e.g., '10 minutes ago') when the checkbox is selected.</p> Signup and view all the answers

    Which of the following is NOT a feature of the file preview player in Lightning Experience?

    <p>Converting files to different formats.</p> Signup and view all the answers

    Which of these statements about attachments in the new Files related list is TRUE?

    <p>Attachments are only accessible within the context of the specific record.</p> Signup and view all the answers

    Which of the following is a valid reason why documents used as logo headers and attachments in email templates need to stay in Documents?

    <p>These files are required for the proper functioning of email templates in Lightning Experience.</p> Signup and view all the answers

    What is the key difference between the Salesforce Classic case feed publishers and the recreated publisher actions in Lightning Experience?

    <p>The publisher actions in Lightning Experience are available on mobile devices.</p> Signup and view all the answers

    What is the benefit of using vector-based preview images in Lightning Experience?

    <p>They provide higher quality renderings on high-resolution screens.</p> Signup and view all the answers

    What is the purpose of custom themes in Lightning Experience?

    <p>To create a cohesive brand image across the platform</p> Signup and view all the answers

    Which of the following elements can be customized in Salesforce themes?

    <p>Brand images, colors, and background images</p> Signup and view all the answers

    How can users create a new theme in Salesforce Lightning Experience?

    <p>By selecting 'New Theme' from the Themes and Branding section in Setup</p> Signup and view all the answers

    What does the Home page in Lightning Experience display?

    <p>Key items for each user’s daily management</p> Signup and view all the answers

    What functionality does the Lightning App Builder provide users for the Home page?

    <p>It enables the creation of custom Home pages for different profiles</p> Signup and view all the answers

    Which theme is set as the default for new organizations in Lightning Experience?

    <p>Lightning Blue</p> Signup and view all the answers

    What type of data does the performance chart display on the Home page?

    <p>Data related to opportunities belonging to the user or their sales team</p> Signup and view all the answers

    In Lightning Experience, what can users optionally upload alongside a custom theme?

    <p>Page background images, default banners, and avatars</p> Signup and view all the answers

    What type of calendar view allows you to see your schedule for one day?

    <p>Day view</p> Signup and view all the answers

    Which of the following is NOT a calendar view available in Lightning Experience?

    <p>Year view</p> Signup and view all the answers

    How can you customize calendars in Lightning Experience?

    <p>All of the above</p> Signup and view all the answers

    Which feature allows you to generate invitations from meetings?

    <p>Lightning Sync</p> Signup and view all the answers

    Which of the following can be tracked using calendars in Lightning Experience?

    <p>All of the above</p> Signup and view all the answers

    What determines what you see when you view a coworker's calendar?

    <p>Both A and B</p> Signup and view all the answers

    What is the maximum number of items that can be displayed in a calendar view?

    <p>150</p> Signup and view all the answers

    Which of the following is NOT available in Lightning Experience?

    <p>Content Delivery</p> Signup and view all the answers

    Study Notes

    Custom Themes and Branding

    • Custom brand images and colors can be used to rally teams around a brand or initiative
    • Custom themes can be created with a few clicks and uploaded brand images and chosen brand colors
    • Themes and brand colors appear in various UI elements, including page backgrounds, global header, navigation bar, tabs, and buttons
    • Default theme is Lightning Blue, but custom themes can be activated or created from Setup

    The Home Page

    • Displays key items for each user's day, including quarterly performance summary and relevant tasks and updates
    • Can be customized using Lightning App Builder to create custom Home pages for different profiles
    • Performance chart displays data on opportunities belonging to the user or their sales team, with multicurrency support
    • Assistant shows users things they need to address, including new leads and activities related to opportunities

    Object Home Pages and List Views

    • Combines object home and list views into one page
    • Gear menu contains options for managing list views
    • Recently Viewed list view is available for most standard objects
    • Search layout controls what users see on object home pages, and can be edited from Setup

    Other Objects in Lightning Experience

    • Opportunities and leads have special workspaces, while other objects have a different structure
    • Some objects have special components, such as News, but overall structure remains the same
    • Cases have a feed-first design, with Chatter tab displaying first, followed by details
    • Custom objects are supported, with custom object home pages containing standard elements like details, related lists, and Chatter

    User Profiles

    • User profile page has been streamlined, with details in the main part of the page and related lists in the right-hand column
    • Unique feature is the disabled Google map on address fields

    Chatter in Lightning Experience

    • Options for displaying date and time stamps on Case feed items, with relative or absolute timestamps
    • Relative timestamp is default, but can be cleared to use absolute timestamp

    File Management and Collaboration

    • Salesforce Files unifies file management, integrating access to files into business processes
    • Files home is a powerful environment for working with and managing files, with support for all file types
    • Users can upload files, manage files on records and groups, and preview files with a rich preview experience
    • File sharing opportunities are embedded throughout workflow, with options to share files with specific people or groups, assign unique permissions, and create public links

    Considerations for Other Content Types

    • Some older Salesforce content types aren't fully supported or supported at all in Lightning Experience
    • Attachments on records aren't automatically available from Salesforce Files, but can be converted using the Attachments to Files tool
    • Documents tab isn't available, but files from Documents can be uploaded to Salesforce Files or made available through third-party tools
    • Content deliveries aren't available, but link sharing is supported

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    Description

    This quiz covers the latest features of Lightning Experience, including custom brand images, Home page, object home pages, and enhanced Chatter and activities options.

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