3. Declarative Design - improve user efficiency over a series of steps.

A feature that allows users to search for various types of information, including records, objects, and files, within the Salesforce organization.

A bar that provides quick access to frequently used tools and functions for various tasks, saving time and simplifying workflows.

Actions that can be performed from any page in Salesforce, allowing efficient execution of common tasks across the platform.

A social collaboration platform within Salesforce that enables real-time communication, promotes knowledge sharing, and facilitates team collaboration.

Actions specifically designed for a particular object, allowing users to create or update records related to that object directly from its page.

Actions available universally across Salesforce, enabling users to perform common tasks like creating new records from anywhere.

Actions that allow users to quickly perform tasks directly from a record page, streamlining processes.

The Home Page Assistant is a component that displays important updates about leads and opportunities for sales users on the Home Page.

The Home Page Assistant shows updates for leads and opportunities in a specific order, with leads updates displayed first and then opportunity updates.

The Home Page Assistant displays up to 10 updates at a time, providing concise insights.

The Home Page Assistant displays leads that have been assigned to the user during the current day.

The Home Page Assistant displays opportunities that have had no activity for the past 30 days, bringing them to the user's attention.

The Home Page Assistant displays opportunities where associated tasks are overdue, promoting timely action.

The Home Page Assistant displays opportunities that have no open activities, prompting users to plan next steps.

The Home Page Assistant displays opportunities that are past their expected close date, reminding users to follow up effectively.

Global actions are actions that can be performed from any page in Salesforce, making it easy to perform tasks like creating tasks, events, and sending emails directly from the Home Page Assistant.

The Home Page Assistant helps sales users by providing timely updates and allowing them to perform actions directly from the Home Page, streamlining their workflow and boosting productivity.

A feature in Salesforce that lets you search for information across various objects and fields, streamlining finding data by eliminating the need to browse through pages or tabs.

When you start typing in the search box, Global Search offers predictions of what you might be looking for, making the search process efficient and helping you find relevant information quickly.

Global Search checks your spelling for errors in your search query, ensuring you find the information you need even if you make a small mistake.

Global Search can retrieve relevant records instantly as you type, providing quick access to information and speeding up your workflow in Salesforce.

Global Search displays a list of recently accessed records that match your search term when you click the search box, making accessing visited data easier and faster.

Global Search offers autocomplete suggestions for records belonging to various Salesforce objects, simplifying searches and helping you locate the right records faster.

Global Search centralizes the search function throughout Salesforce, making it efficient and intuitive. Instead of navigating through various pages or tabs, users can easily search for records across different objects and fields.

Global Search not only helps users find information quickly but also provides additional features like Auto-Suggestions, Spelling Corrections, Instant Results, Recent Items, and Auto-Suggested Records, all of which improve the search experience.

Global Search helps users by allowing them to easily access and find information across Salesforce, improving their ability to work more efficiently and saving them time.

Posts are updates or comments made on a record or within a group. They are an essential part of Chatter communication, allowing users to interact with records and colleagues efficiently.

Files and links can be associated with posts, allowing for richer communication and easy access to related content.

Any number of posts can be bookmarked and found again quickly in the bookmark feed in the left sidebar. This feature helps users keep track of important or frequently referenced posts.

When a file is posted on a record's Chatter feed, it is automatically added to the Notes & Attachments related list, stored in Files for easy access.

Dashboards provide visual representations of data from multiple reports, offering insights into business metrics.

Actions triggered by users and used to perform specific tasks, such as creating new records or sending emails. They can be global or object-specific.

A type of custom action that can execute Lightning components, flows, Visualforce pages, or canvas apps.

Predefined actions provided by Salesforce for specific objects, such as creating new tasks or sending emails.

Similar to default actions, but specifically designed for mobile devices. Examples include 'New Task' or 'New Opportunity.'

Actions designed to improve productivity for a limited set of objects, like sending emails or logging calls.

Actions that have no specific record association, are universally available across Salesforce, and can be accessed from the '+' icon.

Actions directly associated with specific records and found on their detail page, such as creating new tasks or sending emails.