Lightning Experience Productivity - Elevate Your Daily Productivity

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Questions and Answers

What is unique about the options in the Global Actions menu?

They create records without an automatic relationship to other records or the current page (correct)

They are related to the current page

They are only accessible from the Home page

They are only available in Salesforce Classic

What is the purpose of the utility bar?

To display the org's standard and console apps

To create custom options for the Global Actions menu

To provide access to frequently used records

To quickly access handy utilities and common productivity tools (correct)

What can be customized on the Lightning Experience Home page?

Only the performance chart

Nothing, it is fixed

Almost anything that your org needs (correct)

Only the Assistant section

What type of records are displayed on the performance chart?

Only opportunities for the current sales quarter that are closed or open with a probability over 70% Signup and view all the answers

What is the purpose of the Assistant section on the Lightning Experience Home page?

To show you things that you need to address, including Signup and view all the answers

What is the benefit of using keyboard shortcuts?

They help to cut through the tedium and the mundane Signup and view all the answers

What is the default behavior of the utility bar in apps?

It is displayed only if the admin turns it on Signup and view all the answers

What can be accessed quickly from the Recent Records card?

Recently viewed records Signup and view all the answers

What type of articles can be accessed from the News section?

Only news about customers, partners, and competitors Signup and view all the answers

What is a Composer window?

A window that can be docked to the bottom of the screen Signup and view all the answers

What is the purpose of the Global Actions menu in Lightning Experience?

To multitask effectively and seamlessly act on inspiration Signup and view all the answers

What happens when you fire off multiple global actions in Lightning Experience?

Each global action opens a dedicated composer window at the bottom of the page Signup and view all the answers

What is the benefit of using the Global Actions menu and the utility bar in Lightning Experience?

It enables you to multitask effectively and seamlessly act when inspiration strikes Signup and view all the answers

How do you access your Trailhead Playground?

By clicking your user avatar in the upper-right corner of the page and selecting Hands-on Orgs Signup and view all the answers

What is the purpose of the utility bar in Lightning Experience?

To enable multitasking effectively Signup and view all the answers

What is the default location of the Global Actions menu in Lightning Experience?

In the Lightning Experience header Signup and view all the answers

What happens when there are more composer windows than fit on the screen in Lightning Experience?

They stack up in an overflow menu Signup and view all the answers

What is the benefit of using the Global Actions menu and the utility bar together?

It enables you to multitask effectively and seamlessly act when inspiration strikes Signup and view all the answers

Study Notes

Getting Ready to Get Stuff Done

The Lightning Experience provides productivity-enhancers to make common tasks easier or faster.
You can launch your Trailhead Playground to follow along and try out the steps in this module.

Multitasking with Lightning Experience

The Global Actions menu and the utility bar are two new options for multitasking.
Both options are always available with a single click.
The Global Actions menu is available from the Lightning Experience header.
You can fire off global actions that open a dedicated composer window at the bottom of the page.

The Global Actions menu is named because it creates records without an automatic relationship to other records or the current page.
You can instantly create records without needing to navigate elsewhere first.
Composer windows are docked to the bottom of the screen and can be minimized.
You can navigate across multiple open windows using keyboard shortcuts.

The Utility Bar

The utility bar is a fixed footer where you can quickly access handy utilities and common productivity tools.
Utilities open in docked panels, similar to composer windows.
You can navigate around while working with utilities.
The utility bar can be turned on for standard and console apps by your admin.

The Lightning Experience Home Page

The Lightning Experience Home page is redesigned to be your base of operations.
The Home page includes features like recently viewed records and upcoming tasks.
Your admin can design the Home page to include any features your org needs.
Your admin can create different custom Home pages for different profiles.

Features of the Lightning Experience Home Page

The performance chart displays data based on opportunities belonging to you or your sales team.
The Assistant shows you things that need to be addressed, including news and tasks.
The Recent Records card gives you fast access to your recently viewed records.
Top Deals is a convenient list of your top open opportunities.

Speeding Through Work with Keyboard Shortcuts

Keyboard shortcuts can help you search, edit, save, and close records without using a mouse.
You can use keyboard shortcuts to speed up common tasks.
Keep in mind the keyboard shortcuts for navigating across multiple open windows.

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Description

Discover how to boost productivity with Salesforce Lightning Experience features. Learn how to get hands-on and explore the new user interface.