Navigation28% of the exam
Where customization happens: Setup and Object Manager
Customization happens in Setup, not on the pages users work in: Quick Find and the three Setup menu categories, Object Manager for fields, picklists and layouts, the Lightning App Builder for pages, and App Manager for an app's branding, navigation and utility bar.
Given a scenario, identify where Salesforce customization takes place.
~7 min read · 14 practice questions ·
What the exam expects
- Open Setup, and reach a Setup page fast with Quick Find or Recent Items.
- Pick the Setup menu category for a task: Administration, Platform Tools or Settings.
- Use Object Manager for an object's fields, picklist values, page layouts, compact layouts and record types.
- Use the Lightning App Builder to add components to record, Home and app pages and to activate them.
- Change an app's branding, navigation and utility bar through App Manager.
- Tell an org-wide customization from a user's own personal settings.
Key terms:
- Setup: where you customize, configure and support your org.
- Object Manager: one entry point to every standard and custom object and its settings.
- Lightning App Builder: a point-and-click tool for building Lightning pages from components.
- Compact layout: the object's key fields shown in a record's highlights panel.
- Utility bar: a footer in a Lightning app with instant access to productivity tools.
Key facts
Reach Setup
- Detail
- Gear menu at the top of any page, then Setup
Quick Find
- Detail
- Navigates to any Setup page by keyword
Setup pages and favorites
- Detail
- You can't favorite things in Setup pages
Administration category
- Detail
- Users and data, including import and export
Picklist values
- Detail
- Edited on the field in Object Manager, not on the record
Add a custom field
- Detail
- Object Manager, object, Fields & Relationships, New
Highlights panel fields
- Detail
- Up to the first seven fields of the compact layout
Lightning page types
- Detail
- Record, Home and app pages
Record page activation
- Detail
- Org, app, app + record type + profile, or form factor
App branding and navigation
- Detail
- Edit the app from App Manager
Sources for this section (8)
- Navigate Setuptrailhead.salesforce.com (opens in a new tab)
- Learn to Use Setup and the Object Managertrailhead.salesforce.com (opens in a new tab)
- Favorites Considerationshelp.salesforce.com (opens in a new tab)
- Get Started with Pickliststrailhead.salesforce.com (opens in a new tab)
- Compact Layoutshelp.salesforce.com (opens in a new tab)
- Get Started with the Lightning App Buildertrailhead.salesforce.com (opens in a new tab)
- Build a Custom Record Pagetrailhead.salesforce.com (opens in a new tab)
- Get Help for Lightning App Builderhelp.salesforce.com (opens in a new tab)
- Why is Quick Find the fastest way to a Setup page?
- When would an admin open App Manager instead of Object Manager?
- Which three kinds of Lightning page can the Lightning App Builder create?
- Why can't an admin return to a Setup page with the favorites star?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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