Cloud Brains – Salesforce.com Tips and Tricks: Salesforce Certified Platform App Builder

Salesforce Certified Platform App Builder - Spring '17 Release

Which three options are available for assigning access to Lightning Pages using Lightning App Builder?

Choose 3 answers

A.		Role and subordinates
B.		App, record type, profile
C.		App default
D.		Profile and permission sets
E.		The org default

Assign Record Pages by App, Record Type, and Profile

Now you can customize your users’ experience even more granularly by creating custom record pages and assigning them by app, record type, and user profile. Give your sales managers a different view of opportunities than your sales reps. Configure nonprofit account pages differently than standard business account pages. We also revamped the activation process. You can now activate a page as the org default, app default, or for the most granularity, assign it to a combination of apps, record types, and profiles all in one place.

Note: Accounts and person accounts have different standard default pages to begin with. However, when you create a Lightning page for accounts and assign it as the default for either an org or an app, that page becomes the org or app default for both business accounts and person accounts. To display a custom record page for person accounts, create a custom account record page, then assign it to the person account record type.

How can an App Builder share Favorites with other Salesforce users?

A.		Favorites can’t be shared with other users
B.		Favorites Settings under My Personal Information
C.		Sharing can only be performed by users with System Administrator rights
D.		Share link in the Favorites drop-down menu

Create Shortcuts to Your Top Salesforce Pages with Favorites

If you’re familiar with customizing tab sets in Salesforce Classic, you’ll appreciate the way you can personalize your Lightning Experience navigation with favorites. This feature is new in Lightning Experience. Favorites let you quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce. They’re similar to bookmarks in a web browser but better because your favorites are available no matter which browser or computer you use to log into Lightning Experience.

Click the star (*) to add the current page—for example, all open leads—to your favorites. A highlighted star means you’re on a favorite page. To remove a favorite, click the highlighted star.

Your saved favorites are just a click away in your favorites list, where you can find and manage all your favorites

Each favorite shows the name, record type, and the app name (when the favorite isn’t in your current app). When you open a favorite that’s in a different app, you switch to that app.

The navigation bar also provides quick access to frequently used favorites in your current app for certain items, like opportunities

Keep these considerations in mind when working with favorites.

· You can have up to 200 favorites, which support these types of content

· Record home for standard and custom objects (including Visualforce overrides of these record views) – Lists – Dashboards – Reports – Chatter groups

Note: You can’t favorite list views on the Reports, Dashboards, Files, Tasks, and Notes tabs. You also can’t favorite Visualforce overrides of list views and individual Chatter posts

· You can’t favorite things in Console apps and setup pages, but you can still access your favorites from these areas.

· Only individual users can manage favorites. They can’t be shared or edited by Salesforce admins

What Lightning Experience feature allows Salesforce users to modify existing records without opening them?

A.		Global Actions
B.		Editable Reports
C.		Inline editing in List Views
D.		The edit option in the Favorites menu

List Views: Inline Editing

Save Time by Editing Inline in List Views (Generally Available)

Reps can get more done with fewer clicks when working from list views. Edit record values in a list view with impunity now that inline edit is generally available.

Your reps can breeze through record updates in Lightning Experience with Lightning Edit in list views. Reps can modify a record without opening it, right from the list view. And in lookup fields, they can search for and create records on the fly. This change applies to Lightning Experience only

For example, when updating a contact’s account in a list view, the rep can start typing the account name and get a preview of the results. Or, the rep can choose to create an account from within the list view.

Reps can edit only one field at a time, but they can save changes to fields on multiple records at once. Editing inline is different from doing a “mass action.” Both are done from list views, and both are efficient. But with inline editing, you’re saving a change to fields on one or more records. A mass action is selecting records and then clicking a button to do something with those records—for example, add them to a campaign

Most standard and custom fields are editable inline. For fields that aren’t editable, the lock ( ) appears in the cell.

No special permissions are required for inline editing. But as always, reps can edit only the records that they have access to. Also, reps can’t edit inline if the list view uses filter logic.

How can an App Builder determine whether the features and customizations made in an org are Lightning-ready?

A.		Download the Lightning Experience Audit Tool from AppExchange
B.		Use the Lightning Experience Readiness Toolkit in Workbench
C.		Launch the Lightning Experience Readiness Check from All Setup
D.		Implement the Salesforce Lightning Design System in a sandbox

Just as we’re always adding new features to Lightning Experience, we’re adding to the list of customizations that you can evaluate using the Lightning Experience Readiness Check. Make sure to evaluate your readiness again after March 21, when we’re releasing new functionality, giving you even more insight into where you stand with Lightning Experience. And if you’re still feeling skittish about acting on our recommendations, sign up for a free consultation with a Lightning Experience expert to get more advice. This change applies to both Lightning Experience and Salesforce Classic.

Have you checked your Salesforce implementation lately to see whether you’re ready for Lightning Experience? Even if you’ve checked your readiness in the past, check it again to see what’s new.

Starting in Spring ’17, you can assess your AppExchange packages and more of your related lists. We're also offering more support for developing your rollout strategy, by providing feature usage details and access to free consultations with Lightning Experience experts.

On March 21, we released more functionality. That includes more precise recommendations about how to modify certain JavaScript buttons and links, and advice on who’s ready to migrate based on your users’ profiles.

Kick off the readiness check from Salesforce Setup. Click Lightning Experience > Evaluate.

Next, you get an email with a personalized readiness report, which includes recommendations on how to migrate your Salesforce implementation to Lightning Experience. Your email also includes an invitation to sign up for a free consultation with a Lightning Experience expert, who helps you act on our recommendations

To see what we’ve started evaluating since your last check, take a look at “See If You’re Ready for Lightning Experience with the Readiness Check” in the Salesforce Help

And stay tuned to learn about more features and customizations the check starts evaluating in the coming months.

Which two of the following are supported actions for the Global Actions Menu?

Choose 2 answers