2. declarative features that improve information presentatio, hierarchy architecture in static experiences

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Questions and Answers

What is the primary purpose of Page Layouts in Salesforce?

To enhance data accuracy through validation

To define user roles and permissions

To provide a way to launch different applications

To organize data and components for easy access (correct)

What is the role of the App Launcher in Salesforce?

To facilitate switching between different apps (correct)

To customize user dashboards

To create and manage validation rules

To set data filtering and sorting options

How do Compact Layouts contribute to user productivity?

They allow multiple user authentications

They enable bulk data processing

They provide user-specific customization options

They condense essential record details (correct)

Which of the following best describes List Views in Salesforce?

They allow filtering, sorting, and grouping of records. Signup and view all the answers

Which of the following is a recommended practice for writing validation rule error messages?

Be specific and descriptive Signup and view all the answers

What aspect should be considered for localization in validation rule error messages?

Translating messages correctly for diverse user bases Signup and view all the answers

Which of the following statements about validation rules is true?

They guide users to enter correct information. Signup and view all the answers

What is the purpose of utilizing unique text fields in Salesforce?

To prevent duplicate entries in specific fields. Signup and view all the answers

How does the defined length feature for fields enhance data management in Salesforce?

It restricts the number of characters or digits entered in a field. Signup and view all the answers

What information is typically provided by error messages resulting from system validation rules?

An explanation of the error cause and how to resolve it. Signup and view all the answers

In a case-sensitive unique text field configuration, how would 'ABC' and 'abc' be treated?

They would be considered different values. Signup and view all the answers

What might be a potential error message for exceeding defined field length in Salesforce?

The value entered is too long for this field. Signup and view all the answers

What feature allows only specific users to access apps in Salesforce?

Profile-Based Assignment Signup and view all the answers

Where is the assignment of apps to user profiles managed in Salesforce?

App Manager Signup and view all the answers

What option allows you to keep a temporary tab visible for future use?

Set as Permanent Signup and view all the answers

What happens when a user accesses an item that is not part of the navigation bar?

A temporary tab is automatically created. Signup and view all the answers

Which of the following best describes the purpose of profile-based assignment?

To secure app access for specific user groups. Signup and view all the answers

What is the primary benefit of using temporary tabs in Salesforce?

They allow immediate access to non-permanent items. Signup and view all the answers

How can a user remove a temporary tab from the navigation bar?

Close the tab directly. Signup and view all the answers

What process allows users to maintain flexibility in their navigation bar?

Creating and customizing temporary tabs Signup and view all the answers

What action must a user take to access a feature not currently on the navigation bar?

Click on the item to generate a temporary tab. Signup and view all the answers

What does adding multiple filters allow you to do?

Narrow down results by applying specific criteria across records. Signup and view all the answers

Which operator would you use to ensure that multiple conditions must all be met in filter logic?

AND Signup and view all the answers

How many fields can a user select to display in a list view?

15 fields Signup and view all the answers

What happens after a user creates a list view in Salesforce?

Users can still adjust the fields displayed. Signup and view all the answers

What is an example of filter criteria you can define?

Opportunity Stage equals 'Closed Won'. Signup and view all the answers

Which of the following statements about filter logic is true?

Filter logic allows for combining multiple criteria using 'AND' or 'OR'. Signup and view all the answers

What is the purpose of rearranging fields in a list view?

To prioritize the most relevant information for the user. Signup and view all the answers

If a user wants to focus on records owned by 'John Doe' and where the 'Opportunity Stage' is 'Closed Won', what filter logic should they use?

'Opportunity Stage equals 'Closed Won' AND Owner equals 'John Doe'. Signup and view all the answers

What is a benefit of using filters and filter logic in data management?

It improves productivity by focusing on specific subsets of records. Signup and view all the answers

What type of field in Salesforce can differentiate values based on letter casing?

Text fields Signup and view all the answers

Which of the following field types does NOT support setting a default value in Salesforce?

Time fields Signup and view all the answers

What is the primary benefit of having default values for fields in Salesforce?

It streamlines data entry by pre-populating fields. Signup and view all the answers

In Salesforce, what type of validation ensures that only unique values are accepted in a field?

Unique Fields Validation Signup and view all the answers

Which validation type enforces that a field cannot be left empty in Salesforce?

Required Fields Validation Signup and view all the answers

What type of fields can be used to track time-specific data that is not tied to a particular date in Salesforce?

Time fields Signup and view all the answers

Which format does the Data Type Validation NOT support for a Phone field in Salesforce?

Text format Signup and view all the answers

Which of the following field types allows for a time-specific tracking that is not bound to a date?

Time Signup and view all the answers

What is the significance of case sensitivity in text fields for Salesforce users?

It helps in distinguishing similar entries based on letter casing. Signup and view all the answers

Which field types in Salesforce can support default values?

Currency, Date, Text, Picklist Signup and view all the answers

Study Notes

Declarative Design

Declarative design describes features that improve presentation, hierarchy, and architecture in static experiences.

Learning Objectives

Identify key elements of the Salesforce user interface and navigation bar.
Describe how App Launcher allows users to switch between Salesforce apps.
Identify what Page Layouts are, and how they increase user adoption and productivity.
Use validation rules and write effective validation rule error messages.
Understand what compact layouts and list views are.

Introduction

Effective Salesforce UX design ensures an intuitive and efficient user experience by leveraging page layouts, compact layouts, list views, and validation rules.
Page Layouts define the arrangement of data and components.
Compact Layouts condense essential record details, reducing screen clutter.
List Views present data in a customizable and efficient way, enabling users to filter, sort, and group records.
Validation Rules ensure data accuracy.

Best Practices for Validation Rule Error Messages

Be specific and descriptive: Clearly state the cause of the validation error.
Use plain language: Avoid technical jargon.
Provide examples: Give users guidance on correct input formats or values.
Be concise: Keep error messages short and to the point.
Consider localization: Translate error messages to cater to a diverse user base.
Use friendly language: Maintain a friendly tone for a positive user experience.
Test thoroughly: Ensure error messages function as expected.

Salesforce provides key navigation elements for enhancing user experience and efficiency.
Examples of key elements include App Launcher, Global Search, access to Setup, Favorites, and Access to User Settings.

Key Features of the User Interface Page

Enable Collapsible Sections: Allow users to collapse and expand sections.
Show Quick Create: Provides a quick create option for adding new records.
Enable Hover Details: Display record details on hover.
Enable Related List Hover Links: Allow users to access related lists through hover links.
Enable Separate Loading of Related Lists: Improve page performance.
Enable Inline Editing: Enable field edits directly in a list view/record page.
Enable Enhanced Lists: Provides an improved list view experience.

User Interface Settings

Enable Tab Bar Organizer: Better manage open tabs.
Enable Printable List Views: Enable direct printing of list views.
Customizable Themes and Branding: Customize the interface's appearance.
Salesforce Notification Banner: Displays announcements/notifications.

Standard Objects: Core Salesforce objects (Accounts, Contacts, Opportunities).
Custom Objects: Objects created for specific business needs.
Lightning Component Tabs: Tabs for custom components.
Web Tabs: Tabs displaying external web content.
Utilities: Access to utilities like Lightning Voice.
Lightning Page Tabs: Custom Lightning pages.
Canvas Apps: Tabs for third-party applications.
Visualforce Tabs: Tabs for pages created with Visualforce Technology.

Tabs

Each tab in Salesforce represents a different object, page, or application.
Standard Tabs: Provided by Salesforce for core objects.
Custom Tabs: Created for custom objects/features to extend functionality.
Requirements for Custom Objects: When creating a new custom object, a new tab is required to allow users to create and access records through the user interface.

Customize Apps: Created and customized through App Manager in Setup.
Interface: Navigation bar color/logo can be customized for each app.

Assigning the App to User Profiles

Profile-Based Assignment: Assign apps to specific profiles to control their visibility and access.
Purpose: Ensures only relevant users access the app.
Setup Location: Apps are assigned to profiles through App Manager in Setup.

Temporary Tabs

Temporary tabs in Salesforce provide quick access to items not permanently in the navigation bar.
Easy Access: Temporary tabs open when a user clicks an item outside the navigation bar.
Set as Permanent: Users can make a temporary tab permanent.

Make Permanent: Add temporary tabs to the permanent navigation bar.
Access Option: Customize the navigation bar by permanently including the tab.

Accessing More Items

The More tab displays additional navigation items.
Customizations: Allow tailoring of the app menu.

Lightning Experience App Launcher

Efficient app switching: Allows users to switch between apps quickly.
Change Apps: Customize apps displayed in the App Launcher.
Search App: Allows users to search for and open apps directly after clicking the App Launcher icon.

App Launcher: Customization

Drag and Sort: Users can drag and sort apps within the App Launcher to organize them according to their personal preferences.

Page Layouts

Page Layouts control layout and organization of fields, buttons, links, publisher actions, report charts, Visualforce, and related lists.
Fields can be marked read-only or required.
Sections organize fields on a page.

Page Layout Customization Options

Quick Actions: Embedded Visualforce Page, Custom Links/Buttons, Embedded Report Charts, Page Layout Columns (1 or 2), Mini Page Layouts, Compact Layouts, and Related List Options
Page Layout Options: Fields, Buttons, Links, Publisher Actions, Report Charts, Visualforce, and Related Lists.

Mini Page Layouts

Mini page layouts display records in a mini view.
Inherits settings from associated page layout: Record type and profile association, related lists, and fields.

Guided User Interaction

Strategic placement of fields guides users through data entry/updates.
Enhanced Record Navigation: Enables seamless navigation between related records.
No Code: Page layouts can be customized without coding.
Compact Layout: Provides a quick overview of essential fields.
Salesforce Mobile App & Lightning Experience: Compact Layouts are displayed on the landing page of a Salesforce record.

System Default Compact Layout

The System Default Compact Layout is a system-generated layout.
Read-only: Comprised of a predefined set of fields.

Compact Layout Assignment

Primary Layout: Setting a custom compact layout as the primary one for an object.

List View Features

Pinned List Views: Default list views accessed through Pinned List View, allowing quick access to frequent views.
List View Search Bar: Enables searching within the current list view.
Charts (vertical, horizontal, donut): Used for data visualization.
Show Charts: Visualizes list data as charts, showing data distribution patterns.
Switch to Kanban or Split View: Users can switch to Kanban view (cards in columns) or Split View (side-by-side record views) to manage records.

List View Filters

Filters: Used to return records matching specific criteria (e.g., Opportunity Stage, Account Type, Created Date).
Filter by Owner: Display records assigned to a particular user or group.
Filter Logic: (AND, OR) used to create more complex filtering criteria.
Add Filters: Use dropdown menus and fields to input filter criteria.

Using Filter Logic

Multiple filters combine to narrow results.
Includes advanced criteria with AND/OR to combine filters.

Access control: Controlling who has access to the List View (users, groups, or all users in the organization).

System Validation Rules

Data Type Validation (Number, Phone, Email): Ensuring correct data type in fields.
Required Fields: Prevents saving records without required data.
Unique Fields: Guarantees unique values for specific fields (e.g., email address).
Defined Length for Field: Restricts input to the maximum allowed number of characters (text fields) or digits (number fields).

Custom Validation Rules

Order of Execution: Enforced prior to other processing rules.
Creation: Defined using a formula.
Example: "Close Date" validation rule.
Custom Validation Rules Considerations for Data Imports:
Applies to data imports
Enforces data integrity in data imports

Customization of Fields

Case Sensitivity: Text fields can be configured.
Time Fields: Track specific time-related data without a date.
Default Values: Auto-populating fields with pre-set values.
Field Displayed, Order and Rearrangement, and Selection: Editing displayed fields, changing order, showing appropriate fields, and more.

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