Lightning Experience Customization

What does the Ursa Major Solar consulting team need to find and open?

What does Maria need to create for the Energy Audit object?

What type of custom field does Maria create first?

What information do the energy consultants need to capture besides the Account and energy usage?

What can Maria do to an existing custom field?

What was Ursa Major Solar tracking audits in before implementing Salesforce?

What does Maria want her energy consultants to be able to do with the energy audit records?

What does enabling Feed Tracking on the Energy Audit object allow?

What is the primary goal of Ursa Major Solar in using Salesforce?

What is the name of the custom object Maria creates for Ursa Major Solar?

What is the purpose of creating a custom tab for the Energy Audit object?

What is the benefit of using custom objects and fields in Salesforce?

What is Ursa Major Solar's business expansion focus?

Who is the admin in charge of configuring and customizing Salesforce for Ursa Major Solar?

What is the total number of employees at Ursa Major Solar?

What is the requirement for completing the tasks in this module?

Ursa Major Solar Consulting Team

The team uses a custom object called Energy Audit to track information about customers' energy usage and recommend solar panel installation options.

Creating Custom Fields

Custom fields are created to capture specific information, such as the account associated with the audit and the customer's energy usage.
A picklist field is used to allow consultants to choose from a list of solar panel installation options.
Additional custom fields are created to capture the customer's monthly energy usage and payment, as well as the audit evaluation.

Creating Energy Audit Records

The Energy Audit object requires records to be filled out, which were previously tracked in a spreadsheet.
Maria, the admin, enters the audit records into Salesforce for use later in the module.

Enabling Feed Tracking

Feed Tracking is enabled on the Energy Audit object to allow energy consultants to follow changes to the energy audit records and see feed updates when those audit records are changed.

Ursa Major Solar Company Overview

Ursa Major Solar is a Southwest-based supplier of solar components and systems with around 200 employees.
The company is growing fast and using Salesforce to help its business expand.
Maria Jimenez, the admin, is responsible for configuring and customizing Salesforce to meet the company's needs.

Creating a Custom Object

A custom object called Energy Audit is created to track information about customers' energy usage and recommend solar panel installation options.
This custom object is used to build an energy consulting app for Ursa Major Solar.

Creating a Custom App

The custom object and custom fields are used to create a custom app for Ursa Major Solar's energy consulting business.
The custom app is built using Salesforce and does not require any special app installation.

This quiz is about configuring and customizing Salesforce for Ursa Major Solar, a Southwest-based supplier of solar components and systems. It focuses on the company's expansion into energy consultation and personalized energy solutions.