Questions and Answers
What is the main purpose of Setup in Salesforce?
What is a key feature of the navigation bar in Lightning Experience?
What is the result of the usability testing and refactoring of Setup?
What can you customize in a Lightning app?
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What is a key difference between apps in Lightning Experience and Salesforce Classic?
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What is the purpose of the navigation bar in a Lightning app?
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What is a feature of child nodes in the Setup tree?
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What can you include in a Lightning app?
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What can Lightning apps contain that Classic apps cannot?
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How can users personalize the navigation bar in Lightning Experience?
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What is the purpose of the favorites star in Lightning Experience?
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How do users switch between apps in Lightning Experience?
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What determines which apps users see in their App Launcher and app menu?
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What is the purpose of the global search box in Lightning Experience?
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What can users do to the tiles in the App Launcher?
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What shows up under All Items in the App Launcher?
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What is the benefit of using favorites in Lightning Experience?
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What can users do to an item in the navigation bar if it has a dropdown menu?
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What happens as soon as you click into the search box in Lightning Experience?
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What determines the sorting order of search results when you first get to the search results page?
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What can you do if you don’t see what you need in the dropdown list after typing a search term?
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How can you filter search results for a specific object?
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What is the purpose of the Help Menu in Lightning Experience?
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What happens when you type the name of an object next to the global search box?
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How can you refine your search results on the search results page?
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What is the benefit of using the search functionality in Lightning Experience?
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What is the purpose of the Top Results page?
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How can you sort search results on the search results page?
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What type of resources are displayed to users and admins in Salesforce?
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Where can users search for documentation and Trailhead?
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What happens when you click a help topic?
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What can admins add to the top of the Help Menu?
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How can users access their personal settings in Lightning Experience?
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What is the new structure of the Setup tree in Lightning Experience?
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What is the purpose of the Settings section in the Setup tree?
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Why are some nodes missing from the Setup tree?
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What is the benefit of the reorganized Setup tree?
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What can users do when they still need more help after using the Help Menu?
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Where were the object-related nodes moved to?
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What is a limitation of the Object Manager in Lightning Experience?
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What can you access from the Object Manager?
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What is the purpose of Service Setup Flows?
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What can you find in the Service Setup Home page?
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What can you customize in the Service Setup Home page?
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What can you use to quickly jump to a function or control in the Object Manager?
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How can you access administration pages for features that aren’t in Lightning Experience?
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Study Notes
Navigation and Setup in Lightning Experience
- 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.