Interview Questions Based On App Navigation & Tab Customization

Q.1. Which Things are Acknowledged When Personalizing an App’s Navigation Bar in Lightning Experience?

Ans: Consider these considerations when personalizing your app's navigation bar in Salesforce Lightning Experience.

1. You can rearrange, rename, or delete items added to the navigation bar. Still, you cannot delete or rename the default items your administrator defines. If the admin removes the default item, the item remains in the personalized app's navigation bar but can be removed.
2. A navigation bar can contain up to 50 items, including the default item. No more can be added if the navigation bar has 50 default items.
3. If you open a temporary tab and then a new Salesforce browser tab, the temporary tab is unavailable in the new browser tab.
4. Salesforce Administrator cannot access or change personal items that users have added to the navigation bar.
5. Opening an item in the navigation bar that does not yet have a parent opens a temporary tab. For example, when you open a contract record or list of contracts, it opens under Contracts is available in the navigation bar. The record or list will open as a temporary tab if the contract is unavailable.
6. Personalizations created in Lightning Experience are not available in Salesforce Classic.

Q.2. Which Things are Acknowledged When Personalizing an App’s Navigation Bar for Admins?

Ans: Let your users take full advantage of personalized navigation by upgrading Classic apps to Lightning apps. Users can't personalize the navigation bar of Classic apps in Lightning Experience.

1. See what your app contains. Users cannot delete items they have included in the navigation bar and cannot personalize the navigation bar if there are more than 50 items. For example, if he adds 32 items to the app's navigation bar, the user can add an additional 18 of his personal items.

2. Items added to the app's navigation bar are added to the end of the personalized navigation bar for the user who added the item.

3. If you remove an item from your app, it remains in the user's personalized navigation bar, and the user can remove it.

4. Disable personalization to prevent users from personalizing the navigation bar for specific apps. 

• From Setup in Lightning Experience, go to App Manager. 
• Select App Options for the app you want. 
• Select Disable end-user personalization for the navigation element for this app.

5. Disable personalization to prevent users from personalizing your app's navigation bar. 

• From Setup, add User Interface in the Quick Find box,
• Then select User Interface. 
• Select Disable Navigation Bar Personalization in Lightning Experience. Salesforce recommends turning off navigation personalization per app, not for the entire organization.

6. Controls whether temporary tabs are created when users access items outside the app. 

• From Setup in Lightning Experience, go to the App Manager. 
• Edit the app you want. 
• On the App Options page, select Disable temporary tabs for items other than this app.

7. There is an option to create an item in the tab's dropdown menu. For example, select + New Account from the drop-down menu on the accounts tab to create an account. However, the new action is not displayed in the following cases:

• The user does not have permission to create objects.
• New action is not part of the object list view search layout.

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Q.3. What are The Things to Remember When Working with Favorites?

Ans: Keep the following considerations in mind when working with Favorites:

1. Favorites support these types of content. You can register up to 200 favorites.

• Document home pages for standard and custom objects, including Visualforce overrides for these record views.
• Lists
• Dashboards
• Reports
• Reports and Dashboards Folders
• Chatter Groups

2. You cannot create favorites on the Settings page, but you can access your favorites from these areas.

3. Salesforce administrators cannot edit or share favorites. Individual users can only manage favorites. 

4. You can only add favorites for specific versions of knowledge articles. Favorites follow these rules for knowledge articles:

• Favorites point to the latest version when it is released.
• If the favorite points to the older version currently published and the latest version is a draft, the favorite still points to the published version.
• Favorites point to the latest draft version if there is no published version.
• Favorites points to the latest archived version if no published or draft version exists.
• Favorites refer to Salesforce versions in the same language as older published versions. For example, if you have versions of your favorites in English and publish a new version in Spanish, your favorites will still point to the English version. When the new English version is released, My favorite point will be the new version.

Image:  How to Work With Favorites

Q.4. Explain How to Customize Your Tabs in Salesforce Classic.

Ans: Specify the tab that appears when you sign in, or if you have multiple apps, specify the tab that appears for each app.

1. If you are using the improved setup UI, under Preferences, enter Customize My Tabs in the quick find field and select Customize My Tabs. Otherwise, enter Ads in the Quick Find box, then select Change Ads.
2. If you’ve access to several apps, select the app you want to customize the tab from the Custom App dropdown list. The tab for the selected custom app configured in the profile is displayed by default.
3. Add every tab you wish to display and modify the display order of the selected tabs as required.
4. Save your changes.

Q.5. How to Change Your Profile or Group Photo?

Ans: Upload a photo to your profile so others can see who you are. Upload photos for groups you own or manage.

1. Go to your profile or group page.
2. Hover over a photo and click Add or Update Photo.
3. Browse to the photo you want to upload and open the file.
4. You can upload photos in various formats like .jpg, .gif, or .png up to 10 MB in Classic and 16 MB in Lightning Experience. The photo size limit is also 36 MP.
5. Create a thumbnail by dragging the dotted line on the photo.
6. If it’s your profile and you are a member of the Experience Cloud site, you can select Show My Photo on the public page.

Q.6. What is Follow Records in Salesforce?

Ans: Follow records to see feed updates, including field changes, posts, tasks, and comments.Changes to the fields displayed in the feed depend on the fields your administrator has configured for feed tracking. Updates to custom encrypted fields do not occur in the feed.To follow a record, click Follow on the record page. You have more options if one is in front of the Follow button. Click the optional button to track and add the record to a new or existing stream. To follow a record from the menu, click Item.

What I follow to automatically follow records that you create, follow these steps:

1. Press on the profile avatar at the top of the page and choose "Settings."
2. Add My Feeds in the Quick Find box, then select My Feeds.
3. Select Automatically track created records.

You can auto-follow created records but not tasks, events, or dashboards.When you follow a record, you see record updates in your feed. When you create a child record, the owner of the parent record becomes the owner of the child record by default. However, despite the auto-follow setting, Salesforce does not automatically follow child records. Explicitly follow child records even if you own the parent record.

You can follow up to 500 people, topics, and records combined. To see how many articles you follow, check the following list on your profile. In Lightning Experience, your profile only shows people you follow and people who follow you. Hover over the Following label to unfollow a record on the record page. If you're up for an exciting role like this, we have the best Salesforce Certified Administrator to get you started.

In Salesforce Classic, click What you see in Lightning Experience depends on whether streams are enabled. If the stream is enabled, click Follow and uncheck Items to follow. If a stream is not enabled, hovering over "Following" will show "Unfollow." Click Unfollow.

Q.7. How to Update Your Email Notifications in Chatter?

Ans: Choose when you want email notifications for Chatter activity. For example, you can choose not to receive notifications when you have new followers or someone likes your post.

1. Click Setup or My Settings from the menu under your name.
2. Click Chat.
3. Click Email Notification.
4. Please select a setting.
5. Save your changes.

Q.8. How to Use a Performance Chart to Track Your Sales Performance?

Ans: Track sales performance or the sales team's performance against customizable sales targets using performance charts on the Home page in Lightning Experience. If his team is associated with him, the performance charts will show data based on the sales team's opportunities. Otherwise, the chart shows opportunities that you own. Only closed or open opportunities with a probability greater than 70% in the current sales quarter are displayed.

1. Closed - Total closed opportunities.
2. Open (>70%) – Total open opportunities with a greater than 70% probability. The blue bar in the chart is the sum of closed and open opportunities where the probability is greater than 70%.
3. Goals – These are customizable sales goals for the quarter. This field is mainly for the Performance Chart and does not affect forecast ratios or other goals. Click to set the target.

Hover over the chart to see amounts for closed and firm opportunities for different dates. A blue dot appears when you hover over a date when an opportunity is closed or set to have a probability greater than 70%. By hitting on the dot will bring up a window with the details of the opportunity.

Performance charts are not automatically updated. Click here for the latest sales performance information.

Q.9. How to Use Assistant to View Essential Updates in The Lightning Experience?

Ans: Use the Assistant on the home page of Salesforce Lightning Experience to check for days of critical updates.Click another lead or opportunity to go to the record detail page.

The following updates appear in the Assistant:

• Leads assigned today
• Opportunities with overdue tasks
• Opportunities with no activity in 30 days
• Opportunities with no open activity
• Overdue Opportunity is still open after the deadline. These updates will disappear after eight days or more from the close date.
• If Einstein Activity Capture is enabled, it is difficult to see updates for opportunities with no open or no activities in 30 days.
• The Assistant does not show the tasks due today or overdue that are not linked to an opportunity. The Today's Tasks component is an alternative, available on the home page, that displays a list of tasks due today.
• If you don't have access to Opportunity Activities or Opportunity Pipeline is disabled, then Opportunity Recommendation with a close date within the next 90 days is displayed instead.

Buttons for various actions (such as New Task) appear automatically in most Salesforce configurations, but if you have customized global actions or publisher layouts, you may need to update them.

Q.10. What is The Difference Between Standard and Custom Objects?

Ans: Standard objects such as Accounts, Cases, Contacts, and Opportunities come standard with Salesforce. Custom objects build on standard objects, extend standard functionality, and store information specific to your organization.

• Finding and Viewing Data 

Use tabs, searches, or lists to view records. 

• Updating Data

The Salesforce data is stored in individual records and organized into objects. For example, the account object represents all account records. If Acme is one of your accounts, you have an Acme account record.

• Analyze Data

Analyze and visualize data using reports and dashboards. Salesforce offers a poSalesforcerful suite of reporting tools that help you understand and act on your data.

• Notes and Attachments Fields

Salesforce has many helpful Notes and Attachments fields. Various fields are available for notes, with the enhanced notes tool and with the classic notes tool.

Q.11. Explain Using Tabs, Searches, or Lists to Look at Your Records.

Ans: Learn how to use tabs, searches, or lists for looking at your records by following the below steps.

• Search Records

Click the plus icon(+) to view all standard and custom objects in your organization. To view records for a particular object, click the record tab.

• Working with List Views in Lightning Experience

View, edit, and create records from lists. List views are the best way in order to sort, prioritize, and analyze the most important records.

• Pin List Views 

In Lightning Experience, Change the default list view for objects that have pinned lists. A fixed list of items gets listed as the default list view. The default pinned list for all items is the recently vieSalesforced list.

• Search List Views in Lightning Experience

You can look for records in a list view using the list view search field. Click the search field or use the keyboard shortcuts g+f to enter your search query. List view searches consider all searchable fields, even if the corresponding columns are not displayed in the list view.

• Sorting List Views

Many objects allow you to view records in a list, also called a "list view." You can sort the records by any field column, for example. A column can sort the All Accounts list view in the Account Name field, a column in the Fiscal State field, and so on. You can also sort custom list views. The sort is alphanumeric.

• List View Printing

Ask your administrator to enable list view printing to print standard and custom list views.

• Customize Data Views

Set filters to determine which records to display. Create custom list views to display records that meet your own criteria. All records matching the filter criteria are displayed in the list view.

• Works with Related Lists

Records contain details and links to other related records. Use related lists to view and take action on these related records.

• Open Recent Items

The Salesforce sidebar's "Recent Items" section shows a list of up to ten items, like records, documents, custom objects, etc. that you've recently added, edited, or vieSalesforced. 

• Using Kanban to Work With a Graphical View of Your Records 

The Kanban view presents your records in a graphical way that assists you in monitoring your work and driving deals. The Kanban view is available for most objects except for tasks.

• Changing Your Work Department 

If your organization uses departments, you can change your work department in the Department field in the sidebar.

• Changing The Home Tab Dashboard.

You can change the dashboard if the Home tab contains a snapshot of the dashboard.

• Considerations for List Views and Related Lists 

Consider the following when using list views and related lists.

Conclusion

The App navigation bar is essential to know how to navigate in Salesforce Lightning. We can add tabs and change profile photos in Lightning Experience if we know how to do it. So we should understand the App navigation bar and how to change profile photos and follow records in Lightning Experience.Do prepare for this topic when you appear for your following interview. If you’re a newbie and wish to learn Salesforce, enroll in an online Salesforce training program by JanBask Training.