6. UI

List views allow users to customize how they view records within a tab, offering three display types: Table (default), Kanban (visual representation often used for progress tracking), and Split (a combined view of record list and detailed information).

List views are essential for sorting, filtering, and displaying records in a way that is relevant to the user. They provide a way to organize and present data in a meaningful way.

List views can be shared with other users. These settings can be customized when creating or editing a list view to ensure data visibility control.

Search layouts define what users see in Einstein search results, dictating the fields displayed based on the object and user profile. This ensures relevant search information is readily available.

Search layouts determine which fields are shown in Einstein search results, including secondary fields in instant search results (for example, phone number), record previews, sorting options, filter options, recommended results, and the search results page columns.

Search layouts are customized within the Setup section of Salesforce. Only a limited number of fields (usually 10) can be included in a Search Layout.

Within Search Layouts, fields like short text, number, or phone fields are often displayed as secondary fields during the initial instant search, providing quick insights into the record before it's fully loaded.

To create a List View, users must have the "Create and Customize List Views" permission and read permissions on the object.

A Salesforce interface element that provides a quick and organized view of a record's related information based on connections between objects.

Related lists can be customized to display either a standard list or a more visual 'tile' layout.

Dynamic related lists allow administrators to further customize related lists without modifying page layouts.

They enable users to perform actions quickly and efficiently based on context, such as creating a new record or sending an email.

Object-specific actions are tied to specific objects, while global actions can be accessed from anywhere in Salesforce.

They allow integration with external applications and systems, providing more flexible ways to access information.

Record types classify records within an object, allowing administrators to control the display of fields, business processes, and page layouts.

By providing a flexible way to tailor Salesforce for different users and roles, record types make data capture more intuitive.

A type of layout in Salesforce used to display key fields in the Lightning Experience, Salesforce Mobile App, and integrations with Outlook and Gmail. It prioritizes the most important fields for quick visibility, making it easier to find crucial information.

Compact layouts are created for each object and can be assigned as a primary layout or specific to a record type. This means you can tailor the compact layout to different types of data and user needs.

Text areas, long text areas, rich text areas, and multi-select picklists cannot be displayed on a compact layout. This limitation helps ensure a clean and concise presentation of the layout.

The Salesforce Mobile App is a powerful tool that allows users to access and manage Salesforce data from their mobile devices. It provides a mobile version of many Lightning Experience features.

The Salesforce Mobile App allows users to see, edit, and create records on custom objects with tabs as well as many standard objects. However, there are limitations, such as the lack of inline editing and console access.

Salesforce applications are a powerful way to bring together related items, including objects, tabs, and other tools, to provide a more focused user experience.

Salesforce applications can be customized with branding elements like logos and colors. This allows you to tailor the look and feel of your apps to match your company's identity.

Salesforce Applications can be assigned to different roles. This allows you to control access to specific app features depending on a user's responsibilities. For example, the Sales app might be assigned to sales reps while the Service app goes to customer support professionals.

Tabs are UI elements in the navigation bar that give you access to different content within an application, making it easy to move between different areas.

Custom tabs allow you to display custom object tabs, web tabs, Visualforce tabs, Lightning component tabs, and Lightning page tabs. This diverse range of options makes them incredibly versatile for organizing your Salesforce experience.

Page Layouts control the layout of fields, actions, and related lists on a record-by-record basis. This means that you can customize the layout based on different users and objects.

Page Layouts are customized in the Page Layout Editor. Changes made to page layouts can take up to an hour for regular users and 15 minutes for admins to take effect. This ensures that any changes are propagated smoothly.

Page layouts and Dynamic Forms are both used to customize the appearance and functionality of record pages. They allow you to control visibility, sections, and fields, depending on the context.

Dynamic Forms are a special type of page layout that lets you dynamically show or hide fields and sections based on specific rules. This offers more flexibility and control over data visibility, making the user experience more tailored

The Lightning App Builder is a drag-and-drop tool that allows you to create custom user interfaces, known as Lightning Pages. It offers a user-friendly way to design and build intuitive applications

A visual layout of fields, actions, and related lists for a record, customized on a profile-by-profile basis, providing a tailored experience for different users.

A feature that allows users to search for relevant information within Salesforce.

A custom user interface created by the Lightning App Builder, allowing for various types of pages within Salesforce.

A feature that allows visibility rules on individual actions, and actions can be re-ordered on the record page, providing greater control over user interactions.

A quick action that is not specific to any record, but it can be accessed from anywhere within the Salesforce application where it is placed.

A quick action that operates in the context of a specific object and allows for automatic relationships with other records.

Lightning apps are more customizable and have all the functionality of classic apps. They can also be specialized for various user roles.

Lightning apps can be customized for different user roles, giving them access to the specific functionality and information that is relevant to their job. This allows for a more personalized and efficient user experience.

Page Layouts determine how fields, actions, and related lists are displayed on record pages. Dynamic Forms, an upgrade to page layouts, simplify management and dynamically render fields based on rules.

Custom Tabs are strategically placed in the navigation bar and the App Launcher, giving users easy access to important content.

Quick Actions and Custom Links improve productivity by providing efficient ways to complete tasks, integrate with external systems, and access important information within Salesforce. They streamline processes and make users more efficient.