Salesforce/Admin 24

[Admin Beginner] Salesforce Mobile App Customization - Create Object-Specific Quick Actions

https://trailhead.salesforce.com/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_objectspecific?trail_id=force_com_admin_beginner Salesforce 모바일 앱 사용자 정의 Salesforce 앱으로 모바일 익스피리언스를 사용자 정의하세요. trailhead.salesforce.com Create Object-Specific Quick Actions 개체별 빠른 작업 만들기 Object-Specific Actions in the Salesforce Mobile App To kick off our discussion of object-specific act..

Salesforce/Admin 2023.01.01

[Admin Beginner] Salesforce Mobile App Customization - Create Global Quick Actions

https://trailhead.salesforce.com/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_global?trail_id=force_com_admin_beginner Salesforce 모바일 앱 사용자 정의 Salesforce 앱으로 모바일 익스피리언스를 사용자 정의하세요. trailhead.salesforce.com Create Global Quick Actions 빠른 전역 작업 만들기 To call the quick action a mere shortcut doesn’t really do it justice. Here’s why quick actions are so special. You can ..

Salesforce/Admin 2023.01.01

[Admin Beginner] Salesforce Mobile App Customization - Customize Navigation

https://trailhead.salesforce.com/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_navigation?trail_id=force_com_admin_beginner Customize Navigation If you customize the ordering of your navigation menu, make sure that the four most important items are at the top. These four items also conveniently appear in the navigation bar at the bottom of the screen unless your users switc..

Salesforce/Admin 2023.01.01

[Admin Beginner] Salesforce Mobile App Customization - Get Started with the Salesforce Mobile App

Admin Beginner Salesforce Mobile App Customization Get Started with the Salesforce Mobile App Welcome to the Salesforce Mobile App The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome. The mobile app is included with every Salesforce license. The ..

Salesforce/Admin 2023.01.01

[Admin Beginner] Lightning Experience Customization - Empower Your Users with Quick Actions 퀴즈 정답

세일즈포스 Empower Your Users with Quick Actions 빠른 작업으로 사용자의 역량을 강화 Quick actions come in two different flavors. 1. Object-specific Actions (개체별 작업) Object-specific actions have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. (자동 관계를 가지고 레코드를 빠르게 생성하고 업데이트함) Object-specific actions live ..

Salesforce/Admin 2023.01.01

[Admin Beginner] Lightning Experience Customization - Create Custom Buttons and Links

세일즈포스 Create Custom Buttons and Links 사용자 정의 버튼 및 링크 만들기 What Can Custom Buttons and Links Do? Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your company’s intranet. Custom links는 외부 URL에 연결할 수 있습니다 Custom buttons can connect users to external applications, such as web pages, and launch custom links. You can choose the display window properties that det..

Salesforce/Admin 2023.01.01

[Admin Beginner] Lightning Experience Customization -Customize Record Details with Page Layouts

Customize Record Details with Page Layouts 페이지 레이아웃으로 레코드 세부 사항 사용자 정의 https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts Lightning Experience 사용자 정의 코드 작성없이 Lightning Experience 사용자 인터페이스 사용자 정의 trailhead.salesforce.com You can customize and personalize many things on a given object record page using page layouts. There are two ways to custom..

Salesforce/Admin 2023.01.01

[Admin Beginner] Lightning Experience Customization - Customize Record Highlights with Compact Layouts 과제

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_compact_layouts?trail_id=force_com_admin_beginner Lightning Experience 사용자 정의 코드 작성없이 Lightning Experience 사용자 인터페이스 사용자 정의 trailhead.salesforce.com 만드는 방법 만들기 소형 레이아웃으로 레코드 하이라이트 사용자 정의 First, find and open the compact layouts node in Setup for Energy Audit. From Setup, click Object Manager. Click Energy ..

Salesforce/Admin 2023.01.01

[Admin Beginner] Lightning Experience Customization - Create and Customize List Views 과제

Create a Custom List View Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen. Use the App Launcher to open the Sales app Create an Opportunity list view: List Name: High Probability Opportunities List API Name: High_Probability_Op..

Salesforce/Admin 2023.01.01

[Admin Beginner] Lightning Experience Customization - Create and Customize Lightning Apps 퀴즈 정답

[Admin Beginner] Lightning Experience Customization What Is a Lightning App? Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo Lightning apps can be animated GIFs Each Lightning app has a navigation bar at the top of the page, letting your users: F..

Salesforce/Admin 2023.01.01