Lightning Experience Features - Navigate Lightning Experience and Setup
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Questions and Answers

What is the main purpose of Setup in Salesforce?

  • To customize and configure an organization (correct)
  • To access integrated voice tools
  • To build functionality and support users
  • To configure apps and items

    • What is a key feature of the navigation bar in Lightning Experience?

  • It provides instant access to productivity tools (correct)
  • It changes based on the user's role
  • It is only visible in the footer of Lightning Experience
  • It is only available in Salesforce Classic

    • What is the result of the usability testing and refactoring of Setup?

  • A more complex and convoluted structure
  • A setup tree with child nodes in reverse alphabetical order
  • A logical and easy-to-navigate structure (correct)
  • A separate Setup tree for each user

    • What can you customize in a Lightning app?

    <p>The app with a custom color and logo</p> Signup and view all the answers

    What is a key difference between apps in Lightning Experience and Salesforce Classic?

    <p>Apps in Lightning Experience allow custom branding</p> Signup and view all the answers

    What is the purpose of the navigation bar in a Lightning app?

    <p>To serve as a container for a set of items and functionality</p> Signup and view all the answers

    What is a feature of child nodes in the Setup tree?

    <p>They are now in alphabetical order</p> Signup and view all the answers

    What can you include in a Lightning app?

    <p>Sets of objects, tabs, and other items</p> Signup and view all the answers

    What can Lightning apps contain that Classic apps cannot?

    <p>Lightning page tabs and utilities like Lightning Voice</p> Signup and view all the answers

    How can users personalize the navigation bar in Lightning Experience?

    <p>All of the above</p> Signup and view all the answers

    What is the purpose of the favorites star in Lightning Experience?

    <p>To personalize how users navigate</p> Signup and view all the answers

    How do users switch between apps in Lightning Experience?

    <p>All of the above</p> Signup and view all the answers

    What determines which apps users see in their App Launcher and app menu?

    <p>All of the above</p> Signup and view all the answers

    What is the purpose of the global search box in Lightning Experience?

    <p>To quickly find what you need</p> Signup and view all the answers

    What can users do to the tiles in the App Launcher?

    <p>Drag them to sort their personal view</p> Signup and view all the answers

    What shows up under All Items in the App Launcher?

    <p>Custom objects, tasks, events, and the feed</p> Signup and view all the answers

    What is the benefit of using favorites in Lightning Experience?

    <p>To boost productivity by personalizing navigation</p> Signup and view all the answers

    What can users do to an item in the navigation bar if it has a dropdown menu?

    <p>It automatically includes their top favorites for the item</p> Signup and view all the answers

    What happens as soon as you click into the search box in Lightning Experience?

    <p>Search starts working for you and finds recent items</p> Signup and view all the answers

    What determines the sorting order of search results when you first get to the search results page?

    <p>Relevance, based on several factors</p> Signup and view all the answers

    What can you do if you don’t see what you need in the dropdown list after typing a search term?

    <p>Select the first option to see results for all searchable objects</p> Signup and view all the answers

    How can you filter search results for a specific object?

    <p>By selecting the object name in the Search Results sidebar</p> Signup and view all the answers

    What is the purpose of the Help Menu in Lightning Experience?

    <p>To provide links to resources related to the tasks on a page</p> Signup and view all the answers

    What happens when you type the name of an object next to the global search box?

    <p>The dropdown list filters to show only that object</p> Signup and view all the answers

    How can you refine your search results on the search results page?

    <p>By selecting a specific object in the Search Results sidebar</p> Signup and view all the answers

    What is the benefit of using the search functionality in Lightning Experience?

    <p>It saves you time and effort</p> Signup and view all the answers

    What is the purpose of the Top Results page?

    <p>To show the most relevant results from frequently used objects</p> Signup and view all the answers

    How can you sort search results on the search results page?

    <p>By clicking column headers or using the sort dropdown menu</p> Signup and view all the answers

    What type of resources are displayed to users and admins in Salesforce?

    <p>Different resources based on their role</p> Signup and view all the answers

    Where can users search for documentation and Trailhead?

    <p>More Resources</p> Signup and view all the answers

    What happens when you click a help topic?

    <p>The topic opens in the Help menu</p> Signup and view all the answers

    What can admins add to the top of the Help Menu?

    <p>A custom help section</p> Signup and view all the answers

    How can users access their personal settings in Lightning Experience?

    <p>By clicking their profile image, then clicking Settings</p> Signup and view all the answers

    What is the new structure of the Setup tree in Lightning Experience?

    <p>Three sections: Administration, Platform Tools, and Settings</p> Signup and view all the answers

    What is the purpose of the Settings section in the Setup tree?

    <p>To view company information and configure security</p> Signup and view all the answers

    Why are some nodes missing from the Setup tree?

    <p>They are not related to customizing the new Lightning Experience</p> Signup and view all the answers

    What is the benefit of the reorganized Setup tree?

    <p>It provides a streamlined interface for viewing and managing administrative setup tasks</p> Signup and view all the answers

    What can users do when they still need more help after using the Help Menu?

    <p>Search through Salesforce documentation</p> Signup and view all the answers

    Where were the object-related nodes moved to?

    <p>Object Manager</p> Signup and view all the answers

    What is a limitation of the Object Manager in Lightning Experience?

    <p>It is limited to objects that support Lightning Experience features</p> Signup and view all the answers

    What can you access from the Object Manager?

    <p>All objects and their related functions</p> Signup and view all the answers

    What is the purpose of Service Setup Flows?

    <p>To set up various support features quickly</p> Signup and view all the answers

    What can you find in the Service Setup Home page?

    <p>Recommended setup flows, content, and one-step experiences</p> Signup and view all the answers

    What can you customize in the Service Setup Home page?

    <p>The performance metrics dashboard</p> Signup and view all the answers

    What can you use to quickly jump to a function or control in the Object Manager?

    <p>The links in the sidebar</p> Signup and view all the answers

    How can you access administration pages for features that aren’t in Lightning Experience?

    <p>From Salesforce Classic</p> Signup and view all the answers

    Study Notes

    • The new Lightning Experience provides a more efficient and consistent interface for navigation, with a logical and easy-to-navigate structure.
    • The navigation bar is always present, and items within it change based on the app being used.
    • Users can customize the navigation bar by adding or removing items, and can also personalize it by dragging items to change their order.
    • Favorites are a way for users to boost productivity by personalizing their navigation, and can be added, renamed, and rearranged.

    The App Launcher in Lightning Experience

    • The App Launcher allows users to switch between apps and browse available apps.
    • Users can search for an app by name, and can also create records and access recent records directly from the navigation bar.
    • The App Launcher shows apps as large tiles, and users can drag tiles to sort their personal view of the App Launcher.
    • Admins can change which apps appear in the App Launcher and control the order in which they appear.

    Search for Records

    • The Lightning Experience global search box is at the top of every page and is the fastest way to find what you need.
    • The search box provides instant results and can be refined by selecting a specific object or using filters.
    • Search results can be sorted by relevance, and users can adjust column widths and text wrapping.
    • Users can also use the search box to filter search results for specific objects.

    Refine Your Results

    • From the Top Results page, users can refine their search results by selecting a specific object or using filters.
    • Users can see results for a specific object by selecting it on the left, under Search Results.
    • Users can also sort most search results by clicking column headers or using the sort dropdown menu.

    Lightning Experience Help Menu

    • The Help Menu is contextual and provides links to resources related to the tasks on the current page.
    • Users can view help topics directly in the Help Menu and dock them to keep them open while working.
    • Admins can add custom resources for working in an org, and users see different sets of resources based on their role.
    • The Help Menu includes links to getting started, general tasks, and release notes.

    Meet the New and Improved Setup

    • The Setup tree has been reorganized and recategorized to provide a streamlined interface for viewing and managing administrative setup tasks.
    • The new Setup includes three main sections: Administration, Platform Tools, and Settings.
    • Users can access their personal settings at the top of any page by clicking their profile image and then clicking Settings.
    • The Setup tree has been simplified, and many repetitive nodes have been removed.

    Object Manager

    • The Object Manager is a one-stop shop for managing all objects in an organization, both standard and custom.
    • Users can access all objects and their related functions, such as fields, validation rules, and page layouts, from a single entry point.
    • The Object Manager is limited to objects that support Lightning Experience features.

    Service Setup Flows

    • Service Setup flows offer a guided step-by-step experience to walk users through setting up various support features.
    • The Service Setup Home page provides recommended setup flows, content, and one-step experiences.
    • The dashboard is customizable and shows at-a-glance metrics about the customer service team with daily performance or long-term trends.

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    Description

    Learn how to navigate and set up Salesforce Lightning Experience, customizing and configuring your organization, supporting users, and building functionality. Understand the improved features of Setup in the new Lightning Experience.

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