A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs.
Which app should the associate recommend for the user to view multiple records and their related records on one screen?
The Salesforce Lightning Console is an app that allows the user to view multiple records and their related records on one screen, using tabs and subtabs. This can improve the user's productivity and efficiency.
How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?
The user can clone the list view with a new name, and filter by the specific city to see only contacts from that city on the list view. This will not affect what other users see on the original list view.
A Salesforce Associate is asked to review multiple reports from the current month's folder and bring insight into a meeting.
How should the associate locate all the reports in a single location from the Report object?
The way that the associate can locate all the reports in a single location from the Report object is to click on All Folders and use the search bar. All Folders is a menu that shows all the report and dashboard folders that the associate has access to. The associate can search for the current month's folder by entering its name or keyword in the search bar and then select it to view all the reports in that folder. Using the Global search bar or clicking on All Reports and using the search bar are not as efficient and accurate as using the All Folders menu, because they will return results from all the reports and folders, not just the current month's folder.
A Salesforce associate is using Global Search to find a record but does not remember the name of the record they want to find.
What should the associate use to search for the record?
Wildcards and operators are symbols that can be used to search for records when the name of the record is not known. For example, the asterisk (*) can be used to match any string of characters, and the AND operator can be used to combine multiple terms.
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