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Flashcards in SF USER BASICS 2 Deck (10)
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1
Q

Describe Lightning Experience

A

a modern, productive user experience designed to help you do more and be more efficient.

2
Q

What is Lightning Experience main use

A

support an ORG sales and service processes

3
Q

Standard process to log into SF is

A

SF admin sets you up as a user in your Salesforce org.
Receive an email with a link to log in and set your password
link, set your password and security question, and click Save

4
Q

How do you log into SF

A

Determined by how your Salesforce admin has set up your org

5
Q

What page do you land on upon logging in

A

Home, depending on your role/profile if your homepage will be Sales/ Service

6
Q

What are the components to the SF home page

A

APNT (assistant, performance chart, news and top deals)

7
Q

What is an assistant goals

A

identify exactly what you need to be doing today

8
Q

What is listed opportunity workspace

A

Sales process stages(sales path), activity timeline, ability to create record, quick view records and log call/task/send email

9
Q

Describe list view

A

let you see records that are important to you by Use of filters, you can create customized lists of accounts, contacts, opportunities, or other records in Salesforce.

10
Q

Does an admin create a list view for a user

A

a user can create own lit view