Salesforce Setup Quiz
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Questions and Answers

What is the primary purpose of the App Manager in Salesforce Setup?

  • Monitoring system performance and storage usage.
  • Managing user profiles and permissions.
  • Configuring security settings and data access.
  • Viewing, creating, and customizing apps available in the organization. (correct)

    • The Utility Bar's items appear at the top of the screen.

    False (B)

    Besides rearranging navigation items, what other customization option is available for Lightning apps?

    Customize navigation bar color and logo

    Access to an app can be controlled by assigning the app to specific user ______.

    <p>profiles</p> Signup and view all the answers

    Match the Salesforce feature with its description:

    <p>App Manager = Tool used to view, create, and customize applications. Utility Bar = Provides quick access to common tools at the bottom of the screen. Setup = The area where the App Manager can be accessed to create and customize apps. Navigation Bar = The customizable bar that displays app items.</p> Signup and view all the answers

    An administrator is creating an in-app guidance walkthrough. Which of the following actions must be performed within the In-App Guidance Builder canvas?

    <p>Navigating to the specific app and page where the walkthrough is needed. (D)</p> Signup and view all the answers

    Custom themes for in-app guidance walkthroughs can be configured directly from the In-App Guidance Builder.

    <p>True (A)</p> Signup and view all the answers

    What type of in-app guidance is best suited for providing a one-time welcome message to new application users?

    <p>Single Prompt</p> Signup and view all the answers

    Besides still images, ______ can be added to enhance in-app guidance.

    <p>animated GIFs</p> Signup and view all the answers

    Match the following in-app guidance components with their descriptions:

    <p>Floating Prompt = Position can be changed Docked Prompt = Docked to the side of the screen Targeted Prompt = Focused on a specific UI element Direct Link = Opens immediately if guidance is active</p> Signup and view all the answers

    In Lightning Experience, what primarily determines whether a record appears in search results?

    <p>Whether the record’s object type and its fields are searchable. (D)</p> Signup and view all the answers

    Global search results can only be refined by setting the number and date ranges.

    <p>False (B)</p> Signup and view all the answers

    What are the two types of instant results displayed in the global search box?

    <p>Recent Items and Suggested Records</p> Signup and view all the answers

    The 'Limit search to' option can be selected to limit the search to an ______ entered in the search box.

    <p>object</p> Signup and view all the answers

    Match the following search features with their descriptions:

    <p>Instant Results = Allows accessing a record before performing a full search Full Search = Searches across searchable objects and takes the user to the ‘Top Results’ page Full Object Specific Search = Searches within the current object and takes the user to the object’s search results page Lookup Search = Allows a user to search for a record of an object and associate it to a record of another object using a lookup field.</p> Signup and view all the answers

    What is the primary purpose of a lookup field?

    <p>To associate two records together in a relationship. (D)</p> Signup and view all the answers

    Lookup Search instant results only match against a record's name.

    <p>True (A)</p> Signup and view all the answers

    What additional contextual information can be displayed under the primary record name in Lookup Search instant results, if configured?

    <p>Secondary Field</p> Signup and view all the answers

    Which of the following user actions is not customizable within the Search Layout in Salesforce?

    <p>The color scheme of the search results page. (A)</p> Signup and view all the answers

    Standard Users in Salesforce have the ability to customize the Search Results layout.

    <p>False (B)</p> Signup and view all the answers

    From which two locations within Salesforce can Search layouts be configured for both lookup and global search?

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

    Although users can filter search results by adding fields to the search layout, __________ fields cannot be filtered.

    <p>encrypted</p> Signup and view all the answers

    Match the Einstein Search feature with its description:

    <p>Search Personalization = Search results are based on the records most relevant to the user. Natural Language Search = Common words and phrases are automatically turned into usable search filters. Instant Actionable Results = Suggested searches and record previews are immediately seen and actions on records can also be completed as search terms are being typed.</p> Signup and view all the answers

    Which of the following statements accurately describes the relationship between Classic advanced search filter fields and Lightning Global Search filter fields?

    <p>Configuring Classic advanced search filter fields will not affect the Lightning Global Search filter fields. (D)</p> Signup and view all the answers

    Einstein Search is disabled by default in Salesforce.

    <p>False (B)</p> Signup and view all the answers

    For which of the following objects is search personalization available within Einstein Search?

    <p>Accounts, Cases, and Opportunities (A)</p> Signup and view all the answers

    Which of the following factors determine the records and fields visible in a List View?

    <p>User's access to records and field-level security. (C)</p> Signup and view all the answers

    Custom actions added to the list view search layout will not appear on the ‘Recently Viewed’ list view.

    <p>False (B)</p> Signup and view all the answers

    In the Object Manager, where can the List View Button Layout be edited?

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

    A 'List Email' button allows emails to be sent to individual ______, contacts, and campaigns in a list view.

    <p>leads</p> Signup and view all the answers

    Match the List View sharing options with their descriptions:

    <p>Only for the user = Visibility restricted to the creator of the list view. All users = Accessible by all users in the org, including partner and customer portal users. Shared with a group of users = Visibility is limited to a specific group of users.</p> Signup and view all the answers

    When creating a new List View, which of the following steps is optional?

    <p>Creating a list view chart. (D)</p> Signup and view all the answers

    A public list view can only be created by the Salesforce Administrator.

    <p>False (B)</p> Signup and view all the answers

    What is the primary purpose of configuring List View sharing?

    <p>To ensure the right people have access to the necessary information. (D)</p> Signup and view all the answers

    Which user permission is required to create a public list view?

    <p>Manage Public List Views (C)</p> Signup and view all the answers

    Users without the 'View Roles and Role Hierarchy' permission can still select roles when editing the visibility of public list views.

    <p>False (B)</p> Signup and view all the answers

    Besides filtering records by specific criteria, what other attribute can be used to filter records in a list view?

    <p>Owner</p> Signup and view all the answers

    When configuring a list view, users can select up to ______ different fields to display.

    <p>15</p> Signup and view all the answers

    What is the default pinned list for all objects?

    <p>Recently Viewed (A)</p> Signup and view all the answers

    The 'Send List Email' action is available for Accounts and Opportunities list views.

    <p>False (B)</p> Signup and view all the answers

    Split view enables users to see a list view and what else side by side?

    <p>Record (D)</p> Signup and view all the answers

    In Kanban view, how are records separated?

    <p>Record type</p> Signup and view all the answers

    Flashcards

    App Manager

    A tool to view, create, and customize apps in Salesforce.

    Navigation Bar Customization

    Change the color and logo in the Lightning app's navigation bar.

    Utility Bar

    A feature for quick access to tools like Notes and History at the screen's bottom.

    App Access Control

    Assign apps to user profiles for visibility and access management.

    Signup and view all the flashcards

    Personalization by Admins

    System Administrators can align apps with company branding.

    Signup and view all the flashcards

    In-App Guidance Builder

    A tool for creating prompts and walkthroughs for users within an app.

    Signup and view all the flashcards

    Prompt Types

    Different formats of user guidance including Floating, Docked, and Targeted prompts.

    Signup and view all the flashcards

    Walkthrough

    A sequence of steps designed to guide users through a process in the app.

    Signup and view all the flashcards

    Direct Link to In-App Guidance

    A URL that opens specific prompts or walkthroughs for users immediately.

    Signup and view all the flashcards

    In-App Guidance Settings

    Configurable options for scheduling, profiling, and permissions within the guidance.

    Signup and view all the flashcards

    Searchable Records

    Records that can be found during a search in Lightning Experience based on object type and fields.

    Signup and view all the flashcards

    Global Search

    A search feature that displays auto-suggested records from multiple object types as you type.

    Signup and view all the flashcards

    Recent Items

    Lists items recently viewed that match the entered search term.

    Signup and view all the flashcards

    Suggested Records

    Up to five records that match the search term name during a global search.

    Signup and view all the flashcards

    Full Search

    Searches across all searchable objects and leads to the 'Top Results' page.

    Signup and view all the flashcards

    Lookup Search

    Feature allowing users to find a record of one object to associate with another using a lookup field.

    Signup and view all the flashcards

    Lookup Field

    A field that allows the association of two records in a relationship.

    Signup and view all the flashcards

    Secondary Field

    Additional context displayed under the primary record name if configured.

    Signup and view all the flashcards

    Search Layout Customization

    Customization options include fields in instant results and filters.

    Signup and view all the flashcards

    User Access to Search Layouts

    Standard Users cannot customize the Search Results layout.

    Signup and view all the flashcards

    Object Manager Access

    Search layouts for objects accessed through Object Manager in Setup.

    Signup and view all the flashcards

    Profile-Specific Layouts

    Create unique layouts for each object based on user profile.

    Signup and view all the flashcards

    Encrypted Fields Filtering

    Users cannot filter encrypted fields in search layouts.

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    Einstein Search Features

    Provides search personalization, natural language search, and actionable results.

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    Search Personalization

    Results tailored to user relevance for objects like Accounts and Leads.

    Signup and view all the flashcards

    Natural Language Search

    Allows search using everyday language; converts to search filters automatically.

    Signup and view all the flashcards

    Manage Public List Views Permission

    Permission required to create a public list view.

    Signup and view all the flashcards

    View Roles and Role Hierarchy Permission

    Allows users to view roles when editing public list view visibility.

    Signup and view all the flashcards

    List View Filter

    Criteria used to return specific records in a list view.

    Signup and view all the flashcards

    Pinned Lists

    Feature to set a particular list as the new default view.

    Signup and view all the flashcards

    List Email Action

    Allows sending individual emails to records listed in views.

    Signup and view all the flashcards

    Split View

    Display option allowing side-by-side viewing of list and record.

    Signup and view all the flashcards

    Kanban View

    Visual layout displaying records based on selected lists.

    Signup and view all the flashcards

    List View Search Bar

    Search tool for finding records within a selected list view.

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    List Email Button

    A feature to send emails to individual leads, contacts, or campaigns from a list view.

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    Record Visibility

    Records shown are limited to what the user has access to, ensuring privacy.

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    Field Visibility

    Fields displayed depend on the user's field-level security settings.

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    List View Button Layout

    This layout allows customization of buttons in an object’s list view within Object Manager.

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    Creating a Custom List View

    Steps to create or clone a list view, setting filters and display fields.

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    List View Sharing

    Configuring who can see a list view, ensuring relevant access for users or groups.

    Signup and view all the flashcards

    Public List View

    A list view accessible by all users, often created by a Salesforce Administrator.

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    Study Notes

    Configuration & Setup 1

    • Locale controls language and date/time formatting, currency, address, name, and numbers
    • Default locale settings are under Company Information
    • Personal settings can override company defaults for language and time zones
    • Default locale is set by the company administrator
    • Language levels include Fully Supported (all features), and End user (standard object translations, no Help or Setup support)
    • 18 fully supported languages
    • 17 end-user languages
    • 100+ platform languages
    • Platform translations possible for custom and standard objects (no help or setup)

    Configuration & Setup 2

    • Organization ID is a 15-character identifier for Salesforce organizations
    • Organization ID is found on the Company Information page
    • The ID is unique across different environments
    • Users provide this ID when requesting support
    • Licenses define available features and services
    • Licensing types include: User Licenses: baseline features; Feature Licenses: access to additional features; Permission Sets: gradually grant user access to features
    • API is an Application Programming Interface
    • API allows programmatic access to Salesforce (e.g., data load, Informatica)
    • API requests limited to 24 hours (dependent on edition and number of licenses)
    • API available for Enterprise, Unlimited, Developer, and Performance editions (EUDP)
    • Usage of API is monitored under Company Information page

    Configuration & Setup 3

    • Time and date fields display according to the user's time zone setting
    • Company information page can be used to set the default time zone for new users.
    • User time zone can override the organization's default time zone settings.
    • Organizations can have a single or multiple currencies
    • Access default currency through Company Information → Currency
    • Enabling multiple currencies allows recording amounts in different currencies
    • Corporate currency must be defined in Company Information
    • Multiple currencies, must be made active.
    • Exchange rates between active currencies can be set.
    • Dated exchange rates go to Advanced Currency Management
    • Once multiple currencies enabled, they cannot be disabled
    • Reports support multiple currencies classified as primary or secondary
    • Business hours identify user support availability
    • Business hours affect case escalation and entitlement process calculations
    • Multiple business hours are allowed, but only one can be default
    • Holidays are excluded from calculating case escalation times.
    • Fiscal Years define the business year/accounting year, can be standard or custom, and follows the Gregorian calendar (custom options).

    Configuration & Setup 4

    • Custom fiscal years impact forecasting, reports, and quotas
    • Custom fiscal years cannot go back to standard fiscal years
    • Fiscal years can be mimicked using the Gregorian calendar
    • Fiscal years accessible in Setup → Fiscal Year

    Configuration & Setup 5

    • Data Storage: Records (Accounts, Contacts, Opportunities) , Campaigns, Emails (size dependent on email).
    • File Storage: Files stored in Attachments, Documents, Files, Content, Chatter, Site.com assets
    • Enterprise Edition: Provides 10GB of data storage + 20MB per user license, 10GB file storage + 2GB per user license
    • Big Objects: Up to 1 million big object records can be stored
    • Storage usage viewed in Storage Usage under Setup

    Configuration & Setup 6

    • UI Feature options: Default record page view - Full View and Grouped View
    • Record view customisations configurable from Setup → Record Page Settings
    • Custom Lightning record pages can be activated selectively for certain apps using Lightning App Builder
    • User interface settings, can be edited using Setup → User Interface.
    • Compact Layout Settings: Fields displayed and their display order, hover details on Related Lists in compact view.
    • Related List Hover Links: Clickable links to related lists.
    • Lightning Experience Related List Quick Links component.
    • Printable view automatically enabled on supported list views
    • Lightning Experience navigation bar: Standard objects, custom objects, Lightning component tabs, utilities (e.g., Lightning Voice), Canvas apps, and Visualforce tabs

    Configuration & Setup 7

    • Horizontal Navigation Bar is used in Lightning Experience to access functionality
    • App customization through changing order, items in the nav bar, adding utility bar, customising app color and logo, configuring app assignment to user profiles.
    • App Manager for creating, viewing, and customising apps
    • System Administrators can customise Salesforce apps in line with company branding (e.g., logos, colors)
    • App logo, highlight color, and assignment to profiles

    Configuration & Setup 8

    • Utility bar for productivity tools like Notes, History, and OmniChannel (bottom of screen, user-configurable placement)
    • Temporary Tabs appear when a record is clicked and they don't have a parent object
    • Temporary Tabs can be used to access relevant navigation items, or made permanent
    • App Launcher to switch between apps, view and search for apps after clicking the launcher icon
    • App Launcher visibility is dependent on profile and permissions
    • Apps can be hidden/visible in App Launcher, different visibility per user profile

    Configuration & Setup 9

    • Lightning Experience themes to support branding and organisation customisation (Setup → Themes and Branding)
    • Custom images, colors, and logos available.
    • Lightning Blue theme (default)
    • Application override capability of the custom brand image and color from the app
    • Predefined themes, custom theme creation, previewing, and activation using Setup → Themes and Branding (custom background, banner, and avatar images)
    • In-App guidance for user onboarding (step-by-step instructions)

    Configuration & Setup 10

    • Placement: Walkthroughs can be placed on object record pages, object home pages (inc. Home), supported Setup pages, list view drop-down menu, various buttons, app name, app launcher, items in navigation bar, record tabs, sub-tabs, record highlight panels, elements in buttons in record clone/edit panels.
    • Dialogs (record fields, dynamic forms).
    • Using In-App Guidance Setup to manage all In-App Guidance
    • In-App Guidance assignable to specified record types, pages, and apps.
    • Design & Deliver In-App Guidance permission needed for prompt creation.
    • myTrailhead subscription required for more than 3 custom Walkthroughs within an organisation
    • In-App Guidance Builder: Canvas for prompt/walkthrough creation and navigation to assign to the specific app based page where they need to be displayed (prompt types).
    • Prompt Types: Floating, Docked, Targeted

    Configuration & Setup 11

    • Guidance Center: Salesforce org guides, administrator settings up and enhancements, tailored for the organization, based on Admin's experience level
    • Customisation of in-app prompts settings (schedule, profiles, permissions, detailed descriptions)
    • In-app guidance welcome messages (single prompts) and multi-step processes
    • Direct links to in-app guidance (URLs can be active immediately, if API changed, URL will also change).
    • Guidance Center to help admins with better settings and enhancements of the Salesforce organisation.

    Configuration & Setup 12

    • Search Overview: Admins customise global and lookup search results.
    • Global Search: Results from the search bar (refined by numbers and dates)
    • Lookup Search: Results using lookup fields in a record
    • Search Type: Each search type searches a unique set of fields for each object
    • Encrypted, formula, and lookup fields cannot be searched for in Global and Lookup Searches
    • Field level security applied to search results
    • Results depend on record type and whether fields are searchable
    • Records can be searched using the list view search bar

    Configuration & Setup 13

    • Record Recent Items: Recently viewed items matching search term, Suggested Records: Up to 5 records matching search term, Full Search: searches across objects, Full Search: searches current object.
    • Limit Search To: Limits search to a specific object
    • Lookup Search: Finding records in different objects for relationships through lookup fields
    • Lookup Field: Establishes relationships to other records.
    • Secondary fields provide more information when appropriate
    • Lookup filter for results
    • Dependent lookup fields, which reference source object records

    Configuration & Setup 14

    • Search Layouts: Determine which fields are visible, sortable, and filterable in search results for global and lookup searches.
    • Secondary Fields (related accounts, recent items).
    • Search layouts for specific objects accessible through Setup.

    Configuration & Setup 15

    • Search Manager: Accessing and viewing searchable objects and the status of each field.
    • Filtered search options
    • Search personalization: relevant results
    • Instant Actionable Results: Search results and record previews displayed immediately via suggestions, previews or results as terms are entered
    • Natural Language Search: Search terms are turned automatically into usable search filters using common words and phrases
    • Einstein Search available as a standard setting in certain editions

    Configuration & Setup 16

    • UI Features: List Views
    • Record List Display Types: Summaries displayed in list view (single view, on that object's home page and List View: a list/summary of criteria)
    • List view types: List View, Kanban View.
    • List View components: Filters: displays objects which satisfy criteria, Fields displayed: order of display for user preference, Search bar: keyword search, Show charts: charts added to display data for a view type
    • Display options: Horizontal Bar, Vertical Bar, Donut
    • Editing options: Inline Editing, enables modification directly from list view

    Configuration & Setup 17

    • Filters: Allows filtering of list view data
    • Import: Access to Import Wizard from within List view Interface
    • List Email: Sends emails based on criteria selected in list view
    • Record Visibility: visible records match user access
    • Field Visibility: matches field level security visibility
    • Customizations for List view button layout.
    • Customization options for standard buttons and creation of custom buttons
    • Generating custom list views by following the steps
    • Accessing Recently Viewed list view
    • Settings to modify view visibility for user groups.

    Configuration & Setup 18

    • List View sharing options for controlling user visibility
    • Public list views for broader access
    • Creating public list views (Manage Public List Views permission required)
    • List Views can be filtered by owner or logic rules (criteria)
    • List view field order customisable to 15 fields
    • Pinning a Recently Viewed default list
    • List emails features available

    Configuration & Setup 19

    • Split View: Allows seeing list view with record side by side, for improved efficiency in processing multiple records
    • Kanban View: Visual overview with summarized data displayed using columns determined by selected fields
    • Search functionality: within Kanban view
    • Opportunity Deal Changes: Highlights recent changes in amount and close dates in Kanban View (available in Opportunity Settings).
    • Change Indicator: Indicates changes within the last 7 days
    • Availability of features via edition

    Configuration & Setup 20

    • Feature availability restrictions depending on the Salesforce Edition selected

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    Description

    Test your knowledge on the various features and functionalities of Salesforce Setup, focusing on the App Manager, Utility Bar, and In-App Guidance. This quiz covers essential customization options and user management within the Salesforce platform. Get ready to assess your understanding of how to enhance user experience in Salesforce.

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