Navigation28% of the exam
List views, Kanban and record pages
How a user works with records once they find them: build, pin, share, edit and chart list views, move cards in Kanban, read a record page's details, related lists and activities, restore from the Recycle Bin, and know when a report beats a list view.
Given a scenario, identify how a user can locate and access necessary information.
~8 min read · 15 practice questions ·
What the exam expects
- Create, pin, share, inline-edit and chart a list view.
- Pick Kanban to drag records between stages.
- Find details, related records and activities on a record page.
- Restore a deleted record, and say who can see which Recycle Bin.
- Use personal settings and the Home page.
- Choose a report over a list view for grouping, subtotals or dashboards.
Key terms:
- List view: a saved, filtered table of one object's records on that object's tab.
- Pin: set a list view as your own default for a tab.
- Kanban view: the same list view shown as cards in columns you can drag between.
- Related list: a card on a record listing records linked to it, such as an account's cases.
- Recycle Bin: where deleted records wait so they can be restored.
Key facts
Pinning
- Detail
- Sets your default view for the tab; your workspace only
Sharing a list view
- Detail
- All users, or public groups or roles; record access still applies
Inline edit icons
- Detail
- Pencil means editable; lock means not editable
List view charts
- Detail
- Available on any list view you can see for the object, except Recently Viewed
Kanban and access
- Detail
- No Edit access means you can't drag the card
Related list card size
- Detail
- Up to six records (wide region) or three (narrow); View All shows the rest
Recycle Bin access
- Detail
- Everyone: own bin; admin permissions: org bin
Recycle Bin retention
- Detail
- 15 days, per the Classic article
Sources for this section (7)
- Get to Know List Viewstrailhead.salesforce.com (opens in a new tab)
- Create a Custom List Viewhelp.salesforce.com (opens in a new tab)
- Create and Customize List Viewstrailhead.salesforce.com (opens in a new tab)
- Kanban Considerationshelp.salesforce.com (opens in a new tab)
- Work with Related Listshelp.salesforce.com (opens in a new tab)
- Recycle Binhelp.salesforce.com (opens in a new tab)
- Recycle Bin in Salesforce Classichelp.salesforce.com (opens in a new tab)
- Why can two users see different records in the same shared list view?
- When should a user switch a list view to Kanban?
- Why can't a rep restore a record a teammate deleted?
- What four settings define a list view chart?
- Where does a user change her own time zone?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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