4. Declarative Salesforce Customization
41 Questions
7 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What feature allows agents to access important information without leaving their current screen?

  • Utility Bar
  • Keyboard Shortcuts
  • Subtabs (correct)
  • Salesforce Chat

    • How many key fields can be added to each step in a Path within Salesforce?

  • Ten
  • Three
  • Five (correct)
  • Seven

    • Which feature allows agents to communicate with customers in real time from the Lightning Service Console?

  • Utility Bar
  • Split View
  • Path
  • Salesforce Chat (correct)

    • What does the Split View feature in Salesforce enable agents to do?

    <p>View Case List Views alongside active records (D)</p> Signup and view all the answers

    What can be included in the guidance section of a Path to assist users?

    <p>Tips, instructions, links, and company-specific information (D)</p> Signup and view all the answers

    What allows users to create, delete, and reorder tabs and tab sets on record pages?

    <p>Tabs component (C)</p> Signup and view all the answers

    Which of the following can a record page be set as default for?

    <p>Entire organization (D)</p> Signup and view all the answers

    What is required to add a survey to a record page using the Survey component?

    <p>Active surveys (A)</p> Signup and view all the answers

    What can be done to a home page once it is saved?

    <p>It can be assigned to profiles and activated. (A)</p> Signup and view all the answers

    Which step is NOT part of creating a record page?

    <p>Navigate to AppExchange (C)</p> Signup and view all the answers

    What is an essential action after adding the Survey component to a record page?

    <p>Select an active survey from the list (D)</p> Signup and view all the answers

    Which statement accurately describes custom labels in Salesforce?

    <p>They can be localized using specific syntax. (C)</p> Signup and view all the answers

    Which of the following standard components can be added to a record page?

    <p>Tabs (B)</p> Signup and view all the answers

    What feature allows users to create a record page from scratch in Lightning?

    <p>Lightning App Builder (B)</p> Signup and view all the answers

    When selecting a template for a record page, what must be confirmed?

    <p>Templates that support required form factors (D)</p> Signup and view all the answers

    What determines the visibility of components on a Lightning record page?

    <p>Component Visibility settings configured by the user (C)</p> Signup and view all the answers

    How can a home page be set as the default in Salesforce?

    <p>Through the 'Home' section in Setup. (B)</p> Signup and view all the answers

    What can be done with the Tabs component on a record page?

    <p>Change the order of tabs (D)</p> Signup and view all the answers

    What must be added to the page to utilize the Macro Builder?

    <p>Macro utility component (A)</p> Signup and view all the answers

    Which of the following describes how existing home pages can be modified?

    <p>They can be edited and saved for different user profiles. (C)</p> Signup and view all the answers

    For which aspect is the 'Sales app' associated with the record page?

    <p>Default record page (C)</p> Signup and view all the answers

    What is a key feature of Lightning pages regarding form factors?

    <p>Each Lightning page template indicates supported form factors. (D)</p> Signup and view all the answers

    Which feature allows for managing multiple records in the Service Console?

    <p>Navigation Bar (D)</p> Signup and view all the answers

    Which of the following is NOT a category of Service Console components?

    <p>Communication (D)</p> Signup and view all the answers

    What does the Utility Bar in the Service Console provide access to?

    <p>Macros, Softphone, and Chat (C)</p> Signup and view all the answers

    What component provides a stream of updates on case-related activities?

    <p>Case Feed (B)</p> Signup and view all the answers

    Which component is specifically designed to enhance repetitive task efficiency?

    <p>Convenience features (A)</p> Signup and view all the answers

    Which tool would an agent utilize to make and receive calls?

    <p>Softphone (C)</p> Signup and view all the answers

    Which of the following enables communication through live chat?

    <p>Chat (D)</p> Signup and view all the answers

    What is a function of the Service Console workspace?

    <p>Allows access to all tools for resolving cases (B)</p> Signup and view all the answers

    Which component category is described as having specialized functions to streamline support?

    <p>Usability (A)</p> Signup and view all the answers

    What is the function of the Analyze button in the Lightning Page Analysis Tool?

    <p>To assess page performance and display results. (A)</p> Signup and view all the answers

    What component type is provided by Salesforce and known as a standard component?

    <p>Rich Text component (C)</p> Signup and view all the answers

    When should components be moved to non-default tabs or accordions?

    <p>To improve overall page performance. (D)</p> Signup and view all the answers

    What happens when a custom Lightning component is added to a Lightning Record Page?

    <p>The analysis tool may offer suggestions for optimization. (C)</p> Signup and view all the answers

    What is a key limitation regarding the size of Lightning components once added to a page?

    <p>They cannot be resized after being placed. (C)</p> Signup and view all the answers

    What must be activated in order for the Survey component to be visible?

    <p>Surveys in 'Survey Settings' in Setup (C)</p> Signup and view all the answers

    Which option best describes a Lightning component?

    <p>A reusable, configurable, and compact page element. (B)</p> Signup and view all the answers

    Which feature allows the Lightning components to be utilized in a wider range of applications?

    <p>Support for auto-launch in subtabed console apps (B)</p> Signup and view all the answers

    What is a possible recommendation given by the Lightning Page Analysis Tool for improving page performance?

    <p>Use non-default tab placements for slow-loading components. (A)</p> Signup and view all the answers

    What is one of the primary functions of the Lightning page analysis tool?

    <p>To calculate performance for Lightning Record Pages. (C)</p> Signup and view all the answers

    Study Notes

    Salesforce Customization and Personalization

    • Declarative design helps optimize user flow based on scenarios
    • Users can personalize Lightning Experience Navigation Bar
    • Options for customizing App Launcher and App Menu are available
    • Exploring Lightning App Builder user interface is possible
    • Responsive design for Lightning pages is supported
    • Lightning Components customize Lightning pages
    • Exploring the various types of Lightning pages is covered
    • Overview of Salesforce Sales and Service Consoles is provided
    • Path in Salesforce guides users through complex process
    • Salesforce Lightning Experience customization and personalization are key
    • Personalization of Navigation Bar to enhance user access to essential functions

    Global Salesforce Configuration Features

    • Lightning Pages are customizable layouts for mobile and Lightning Experience
    • Lightning Components are reusable, configurable elements
    • Kanban visual tool for tracking Opportunities in various stages
    • Sales and Service Consoles consolidate related records in a single dashboard
    • Sales and Service Consoles enhance productivity and user experience
    • Path provides visual guidance through key stages of processes
    • Navigation Bar is a horizontal bar for quick access, such as object tabs
    • Lightning App Builder is a point-and-click tool for customized pages, without code
    • Customization options include navigation bar color and logo
    • Navigation items can be selected, ordered, and rearranged
    • Utility bar can be added for quick access
    • Can be assigned to user profiles

    Customize Navigation Bar

    • Customization allows apps to fit user needs in setup
    • Options include color and logo for navigation bars
    • Items, visibility, and utility bar configuration are possible

    Utility Bar

    • Provides productivity tools such as Notes, History, Calculator, and Omnichannel.
    • Items are placed in the utility bar for easy access
    • Placement (left or right bottom) of the utility bar is configurable

    Lightning App Builder

    • Used to create responsive lightning apps and custom pages.
    • Includes different use cases like single-page apps, custom record pages.
    • Also for customizing content in Outlook via email application panes.
    • Lightning pages are composed of regions with lightning components
    • Templates of pages determine the regions on the page

    Lightning Pages (Home, App, Record)

    • Home pages provide quick access to important objects and items
    • App pages act as homepages for third-party apps, directly accessible through navigation menus
    • Record pages allow custom versions of object records for user needs.

    Custom Component Labels

    • Custom labels are localizable
    • Uses a specific expression to display labels in chosen languages

    Default Home Page

    • Customizable, users can set the default home page in setup

    Record Page Creation

    • Customized object record Lightning pages created using Lightning App Builder
    • Lightning apps can be customized and assigned specific attributes
    • Templates, form factors are available to create pages
    • Component visibility and settings for pages can be configured.

    Tab component

    • Allows users to create, delete, and order tabs and groups on record pages

    Tabs Component

    • Used to set up tabs for pages

    Survey Component

    • Enables specific information capture while the record is updating

    Record Page as Default

    • Record pages can be set as default for the org, specific apps, or combinations of apps, record types, and profiles

    Account Record Page

    • Example for making account record pages default for the Sales application

    Lightning Page Analysis Tool

    • Analyzes page performance and displays results.

    Lightning Component

    • Reusable, configurable, and compact elements for creating lightning pages
    • Drag and droppable elements into a page
    • Used to build screens in a flow for Lightning Console apps.
    • Supports auto-launching into subtabs.
    • Specific properties configurable for each component

    Component Types

    • Standard Lightning Components are provided by Salesforce
    • Custom components are created by developers
    • Third-party components are downloadable from AppExchange

    Responsive Framework

    • A responsive framework adapts applications to different screen sizes

    Lightning Applications

    • A collection of components serving a particular function
    • Advantages over Visualforce pages include single-page apps, stateless servers, and stateful clients

    Kanban Overview

    • Visually displays Opportunities across different sales stages, purpose for sales deals
    • Key fields and guidance are included for understanding stages and next steps
    • Stages help to trace progress and forecasting aspects

    Opportunity Stages

    • Each stage has a corresponding probability percentage, allowing to calculate estimated revenue

    Opportunity Sales Path

    • Provides a customer-tailored, step-by-step instructions guide for each opportunity stage

    Salesforce Console Overview

    • Purpose: custom app for users to work with multiple records in a single dashboard interface
    • Key features: customizable, pinned lists

    Interaction log

    • Allows users to log notes about the selected record or primary tab's record

    Highlights Panel

    • Standard and Dynamic options, display up to 7 or 12 fields, respectively
    • Supports conditional visibility and formatting, dynamically adapting to screen size

    Macros

    • Automate repetitive tasks
    • Available in the Utility bar of the Lightning Sales Console

    Macros in Salesforce

    • Purpose: automate tasks on standard and custom object records.
    • Access: available in the utility bar of the Lightning Sales Console
    • Usage: works on objects that allow quick actions

    Service Console Categories

    • Usability, interaction, and convenience.
    • Organized features to manage support tasks, providing better organization

    Agent Workspace

    • Optimized for faster navigation and productivity
    • Record page layouts, customizable
    • Split view for simultaneously viewing multiple records

    Split View and Feed & Details

    • Features help agents work across multiple records and make updates.

    Lightning Pages

    • Allows creation of custom record pages
    • Provides tailored workspaces for managing cases depending on business needs

    Utilities

    • Utility bar with tools
    • Various tools including Macros, Softphone, and Chat.

    Case Information

    • Information is accessible via the Case Feed and Details Section, Related Lists, and other components

    Key Information

    • Always accessible information for quick reference
    • Important information and related records are within reach

    Salesforce Chat Integration

    • Seamless communication between the agents and customers

    Studying That Suits You

    Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

    Quiz Team

    Related Documents

    Declarative Design for Optimized Salesforce User Flow PDF

    Description

    This quiz explores the various features of Salesforce customization and personalization, specifically focusing on the Lightning Experience. Learn about declarative design, personalization options for the navigation bar, and the use of Lightning Components and Pages to optimize user experience.

    More Like This

    Use Quizgecko on...
    Browser
    Open
    Browser
    Browser