6. UI

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Questions and Answers

What types of display does List Views offer for viewing records?

Stack, Grid, and Matrix

Grid, List, and Slide

Table, Kanban, and Split (correct)

Column, Row, and Tile

What permission is required for users to create a list view in Salesforce?

Manage List Views permission

View and Edit Records permission

Modify Data Permission

Create and Customize List Views permission (correct)

In which List Views display type can users drag and drop records to change their status?

Table

Graph

Split

Kanban (correct)

Which of the following features is NOT associated with List Views?

Setting reminders for task deadlines Signup and view all the answers

What is the primary function of Search Layouts in Salesforce?

To specify what users see in Einstein search results Signup and view all the answers

How many fields can be added to a Search Layout?

10 Signup and view all the answers

Which of the following is NOT a way users can interact with List Views?

Edit primary records directly Signup and view all the answers

Which field types display as secondary fields in instant search results within Search Layouts?

Short text, number, or phone fields Signup and view all the answers

What is the main advantage of Lightning apps over Classic apps?

Inclusion of additional features Signup and view all the answers

What is the purpose of Custom Tabs in an app?

To provide access to various content types Signup and view all the answers

How do Dynamic Forms enhance the management of page layouts?

By reducing the number of required page layouts Signup and view all the answers

What are Quick Actions primarily designed to do?

Allow task completion efficiently Signup and view all the answers

What type of actions are Object-specific Quick Actions?

Actions with context-aware relationships Signup and view all the answers

How is visibility for Custom Links and Buttons managed?

Through user profile permissions Signup and view all the answers

What feature allows admins to control the visibility of fields on a record page?

Dynamic Forms Signup and view all the answers

Which component allows for the organization of layout management in Lightning applications?

Lightning App Builder Signup and view all the answers

What are the three types of list views available for users in Salesforce?

Table, Kanban, Split Signup and view all the answers

What role do search layouts play in the user experience of Salesforce?

They determine the fields shown in Einstein Search results. Signup and view all the answers

Which statement best describes the limitations of compact layouts in Salesforce?

They have limitations on certain field types and the number of fields displayed. Signup and view all the answers

Which feature is NOT supported by the Salesforce mobile app?

Compact layouts Signup and view all the answers

What is the primary purpose of Salesforce Applications?

To group related items for common business functions. Signup and view all the answers

What types of content can Custom Tabs display in Salesforce?

Web pages, Visualforce, and Lightning components. Signup and view all the answers

How do page layouts impact the visibility of fields in Salesforce?

They control the order, display options, and visibility of fields for user profiles. Signup and view all the answers

What functionality does the Lightning App Builder provide to administrators?

Developing custom user interfaces without coding. Signup and view all the answers

Which best describes the purpose of Quick Actions in Salesforce?

To provide context-aware actions for completing tasks. Signup and view all the answers

What are related lists used for in Salesforce?

To display records linked to the current record being viewed. Signup and view all the answers

What is the maximum number of fields that can be added to a Compact Layout?

10 fields Signup and view all the answers

Which fields cannot be displayed in Compact Layouts?

Text area fields Signup and view all the answers

What is a key benefit of using the Salesforce Mobile App?

Functionality similar to Lightning Experience Signup and view all the answers

What type of apps can be created in Salesforce?

Classic and Lightning apps Signup and view all the answers

How many fields are displayed in the Salesforce Mobile App on expanded lookup cards?

4 fields Signup and view all the answers

What is the primary function of Custom Tabs in Salesforce?

To display various types of content and functionality Signup and view all the answers

Which of the following is a limitation of the Salesforce Mobile App?

No inline editing Signup and view all the answers

What defines the arrangement of fields and related lists on a record for different profiles?

Page Layouts Signup and view all the answers

Which Lightning component feature improves user workflows?

Dynamic Forms Signup and view all the answers

What is the default number of fields visible in the highlights panel of Lightning Experience?

7 fields Signup and view all the answers

How can Custom Tabs be controlled in Salesforce?

At the profile level Signup and view all the answers

What is the purpose of the Lightning App Builder?

Create custom user interface experiences Signup and view all the answers

Which of these is true about Salesforce Applications?

They group related items for easier access Signup and view all the answers

What action can be taken with the navigation and branding of the Salesforce Mobile App?

It can be configured in Setup Signup and view all the answers

What functionality do List Views provide in Salesforce?

They enable users to customize their views of records. Signup and view all the answers

What is the primary purpose of Search Layouts in Salesforce?

To determine the fields visible during an Einstein search. Signup and view all the answers

How many fields can be displayed in a Compact Layout in Salesforce?

Up to ten fields. Signup and view all the answers

What differentiates the Salesforce Mobile App from the Lightning Experience?

Different navigation and some unavailable functionalities. Signup and view all the answers

What is a key feature of Dynamic Forms in Salesforce?

They allow conditional visibility of fields. Signup and view all the answers

What is the function of Global Quick Actions in Salesforce?

They can be accessed from any page in Salesforce. Signup and view all the answers

Which of the following best defines a Compact Layout?

It highlights key fields on various interfaces. Signup and view all the answers

What does a Kanban View provide in Salesforce?

A visual representation of records organized by stages. Signup and view all the answers

How are Page Layouts configured in Salesforce?

They are customized on a profile-by-profile basis. Signup and view all the answers

What does the Lightning App Builder allow users to do?

Create custom user interface experiences. Signup and view all the answers

Which of the following is true about Dynamic Actions?

They provide visibility rules for actions. Signup and view all the answers

What is the purpose of Custom Tabs in Salesforce?

To display various types of content in an app's navigation. Signup and view all the answers

What can be customized using the Salesforce Mobile App Setup menu?

The navigation items and branding. Signup and view all the answers

What functionality do Related Lists provide in Salesforce?

They display records related to the viewed record. Signup and view all the answers

What is the primary function of related lists in Salesforce?

Show records related to the current record being viewed. Signup and view all the answers

Which component is necessary to utilize dynamic related lists in the Lightning App Builder?

Dynamic Related List - Single Signup and view all the answers

What are Quick Actions primarily designed to do within Salesforce?

Allow users to complete tasks efficiently. Signup and view all the answers

What distinguishes object-specific Quick Actions from global Quick Actions?

Object-specific actions are related to a specific object. Signup and view all the answers

What do record types in Salesforce allow administrators to manage?

Different business processes and layouts for users. Signup and view all the answers

What benefits do compact layouts provide in Salesforce?

They improve data capture by displaying important fields succinctly. Signup and view all the answers

How does the Lightning App Builder benefit users without coding experience?

It provides a no-code solution to create tailored user experiences. Signup and view all the answers

What types of content sources can be used for Custom Links & Buttons?

Custom URLs, JavaScript, and Visualforce pages. Signup and view all the answers

What is a key advantage of using Dynamic Actions in the Lightning App Builder?

They allow control of action visibility and order on record pages. Signup and view all the answers

What is a limitation of Salesforce mobile app compared to Lightning Experience?

It lacks certain advanced functionalities found in the Lightning Experience. Signup and view all the answers

Which types of Quick Actions can be considered global actions?

Actions available universally, independent of record context. Signup and view all the answers

How do related lists facilitate user navigation in Salesforce?

By improving efficiency through quick access to associated records. Signup and view all the answers

What is a significant feature of enhanced related lists?

They allow filtering and visibility rules customization. Signup and view all the answers

What is the purpose of using Page Layouts in Salesforce?

To customize how information is presented to users. Signup and view all the answers

Study Notes

Salesforce Customization Tools - List Views

Definition: List views customize how users see records in a Salesforce tab, offering table, Kanban, and split views.
Table View: Standard tabular display of records.
Kanban View: Visual representation, tracks progress through stages (e.g., opportunity stages). Easily drag and drop.
Split View: Shows record list on left and details on right.
Usage: Sort, filter, display relevant records. Pin default views, customize and rename views, refresh views, update fields, create charts, manage filters.
Sharing: Shareable with other users, adjustable sharing settings.
Permissions: Requires 'Create and Customize List Views' permission and read access to the object.
Importance: Improves data access and analysis, boosting efficiency.

Salesforce Customization Tools - Search Layouts

Definition: Defines what users see in Einstein search results per object and profile.
Impact: Controls secondary fields in search results, record previews, sortable/filterable fields, recommended results, and search result columns.
Customization: Editable in Setup, maximum 10 fields allowed.
Field Types: Short text, number, or phone fields display as secondary fields. Default secondary field is related Account.
Importance: Enables quick data location through relevant search results and previews.

Salesforce Customization Tools - Compact Layouts

Definition: Highlights key fields in mobile app, Lightning Experience, and integrations.
Usage: Prioritizes up to 10 fields based on business needs. Number of displayed fields varies based on context.
Lightning Experience: First 7 fields displayed.
Salesforce Mobile App: First 4 on expanded records, up to 10 overall.
Integrations: First 3 fields in Outlook/Gmail.
Limitations: Doesn't display text areas, long text areas, rich text areas, or multi-select picklists.
Assignment: Created per object, assigned as primary or per record type.
Importance: Ensures critical information visibility across platforms and devices.

Salesforce Customization Tools - Salesforce Mobile App

Definition: Extends Lightning Experience functionality to mobile devices.
Functionality: View, edit, create records for custom objects with tabs; many standard objects supported.
Limitations: No inline editing, Console access, list view/report creation/editing.
Customization: Navigational elements and branding configurable. Apps from Lightning are compatible.
Importance: Enhances mobile accessibility and productivity.

Salesforce Customization Tools - Applications

Definition: Groups related items for streamlined access to objects, tabs, utilities.
Types: Classic and Lightning apps.
Lightning Apps: Enhanced features (Lightning page tabs, Sales Dialer).
Customization: Custom logos and colors; role-based assignment (e.g., Sales vs. Service).
Navigation Styles: Standard (default tabs) or Console (stacked tabs).
Utility Items: Lightning Components, Screen Flows.
Importance: Streamlines user workflow by providing centralized access.

Salesforce Customization Tools - Custom Tabs

Definition: UI elements in app navigation, displaying various content types.
Types: Custom object tabs, web tabs, Visualforce tabs, Lightning components, Lightning pages.
Management: Managed from Setup > Tabs. Renaming allowed.
Security: Profile-level control (Default on, Default off, Hidden).
Association: Can specify apps.
Importance: Improves user access to content and functionality.

Salesforce Customization Tools - Page Layouts

Definition: Define field, action, and related list arrangement for a record, per profile.
Usage: Customization of visible fields, ordering, read-only/required field configurations.
Management: Customized in Page Layout Editor, 1 hour for users, 15 minutes for admins until effective.
Dynamic Forms: Dynamically renders fields and sections based on visibility rules, replacing page layouts for targeted objects.
Importance: Tailors view to user needs, enhances data access, reduces duplication.

Salesforce Customization Tools - Lightning App Builder

Definition: Point-and-click tool for building custom user interfaces (Lightning Pages).
Usage: Create/edit Lightning Home, Record, and App pages.
Lightning Pages: Custom UI elements.
Components: Standard, custom, third-party UI elements.
Importance: Flexible, no-code UI customization.

Definition: Display related records on a record detail page.
Usage: Display on page layouts, enabling creation of new related records directly on a parent record page.
Types: Default, Basic, Tile, Enhanced List (up to 10 columns, text wrap).
Dynamic Related Lists: Further customization via Lightning App Builder (filtering, visibility rules).
Importance: Efficiency by directly linking records and associated info.

Salesforce Customization Tools - Quick Actions

Definition: UI elements for efficient task completion.
Types: Object-specific (context-aware) and Global (available globally).
Object-Specific: Create, update records, send emails, log calls, launch pages, components, flows.
Global: Similar actions, different implementation, custom Visualforce, Canvas.
Importance: Improves user productivity with streamlined workflows.

Salesforce Customization Tools - Custom Links & Buttons

Definition: Integrate Salesforce with external URLs, or systems.
Types: Detail Page Links, Detail Page Buttons, List Buttons.
Sources: Custom URLs, JavaScript, Visualforce pages.
Management: Created in Object Manager.
Importance: Enhances integration capabilities.

Salesforce Customization Tools - Record Types

Definition: Classifies objects, customizing data and layouts for various user groups.
Usage: Tailors different categories/types of records (e.g., accounts by industry).
Management: Created and managed in Object Manager; associated picklists and layouts.
Access: Granted via profiles and permission sets.
Importance: Handles variations within objects, improves consistency.

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Description

Test your knowledge on Salesforce customization tools, focusing on list views and search layouts. This quiz explores how to effectively customize the display of records in Salesforce, including table, Kanban, and split views. Assess your understanding of key concepts, usage, sharing, and permissions involved in enhancing data access and analysis.