Configuration and Setup15% of the exam
Declarative UI, apps, list views and Lightning pages
How admins shape the Lightning Experience without code: app visibility in the App Launcher, list view sharing, global actions and the global publisher layout, Lightning page activation, component visibility rules, Dynamic Forms and In-App Guidance.
Distinguish and understand the administration of declarative configuration of the user interface (UI) (for example: UI/UX settings, app menu, list views, global actions, Lightning App Builder).
~8 min read · 8 practice questions ·
What the exam expects
- Control which apps a group of users sees in the App Launcher without affecting other teams.
- Share a list view with the right audience, and tell that apart from the records it returns.
- Make a global action appear in the Global Actions menu through the global publisher layout.
- Activate Lightning pages at the right scope and predict which page a user sees.
- Use component visibility rules and Dynamic Forms to replace page layout and record type sprawl, knowing they never replace field-level security.
- Pick In-App Guidance for targeted, scheduled on-screen coaching, and know where org-wide UI settings live.
Key facts
App visibility
- Detail
- Users see only apps assigned through their profile or permission sets
List view audiences
- Detail
- Only me, all users, or specific public groups and roles
List view records
- Detail
- Never more than the user's record access allows
Global publisher layout
- Detail
- Holds global actions only; populates the Global Actions menu
Publisher layout per profile
- Detail
- Different global publisher layouts can go to different profiles
Visibility filter contexts
- Detail
- Record fields, User, User Permission (custom permissions), Device
In-App Guidance repeats
- Detail
- Up to 30 times, up to 30 days apart
Sources for this section (6)
- App Launcherhelp.salesforce.com (opens in a new tab)
- Custom List Viewhelp.salesforce.com (opens in a new tab)
- Global Publisher Layoutshelp.salesforce.com (opens in a new tab)
- Visibility Ruleshelp.salesforce.com (opens in a new tab)
- Custom Permissionshelp.salesforce.com (opens in a new tab)
- In-App Guidancehelp.salesforce.com (opens in a new tab)
- Which setting decides whether an app appears in a user's App Launcher?
- What is the difference between a list view's sharing setting and its filters?
- When users can't find a newly created global action in the Global Actions menu, what step is missing?
- Which record page does a user see when an app default and an org default both exist for the object?
- Why can't Dynamic Forms visibility rules replace field-level security?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator pack
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The pack includes:
- All 28 lessons of the Platform Administrator guide, with reading progress
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- Inline practice questions and one-click topic practice (8 questions for this lesson)
- An official source cited for every claim
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