How does Salesforce support users with disabilities?
This is even more important for users with disabilities. Users who are blind use an assistive technology tool called a screen reader to interact with Salesforce. Screen readers turn text on a page into synthesized speech. They can also describe interactive objects on a page such as form fields, tabsets, menus, and comboboxes.
How do I set up casesafeid in Salesforce?
In Setup click Customize, select an object (I chose Accounts for this demo), then Fields. Choose Formula. Label the new field CaseSafeID, select Text value, and then use the Advanced Formula Editor to select CASESAFE (ID) and click next to set field-level security.
How do I make sure my Salesforce Org is secure?
Now that you’ve got the basics set up, you need to make sure your Salesforce org is secure. The new Health Check feature is a great tool to guide you through best practices for password policies, network settings, and session settings. In Setup, search for “Health Check” and edit each section.
Why is accessibility important to Salesforce admins?
Accessibility is important to us here at Salesforce, and our team is dedicated to building the platform so that it is accessible to everyone regardless of their abilities. That means we are often asked what Admins can do to configure more accessible Salesforce apps.
What is the assistant component in Salesforce?
Assistant – This sales assistant displays up to 10 leads and opportunities that the current user needs to follow up on, based on specific dates and activities (or lack thereof) on them. For a complete list of which records show up on the Assistant pane, click here.
What is service setup Salesforce?
Service Setup is where you connect your customers to your service center. Think of it as a dashboard for all things service. Whether you need to turn emails into cases, integrate with Twitter and Facebook, enable a knowledge base, or create a self-service help center, you do it all in Service Setup.
What is one way service Setup Assistant helps your team?
The Service Setup Assistant offers you snapshots of your team's performance, tracks customers' wait times for service, and offers suggestions for continuous improvements.
How do I create a service console in Salesforce?
Set Up the Salesforce Service Console in LightningClick the gear icon. ... Enter App Manager in the Quick Find box, and select App Manager.Click the New Lightning App button and follow the screens to add the new app details.Fill in the App Details & Branding information. ... Click Next.More items...
How do I add a tab to the service console?
Navigate to: Classic: Setup | Create | Apps | Click on any Console App | Edit | Enable 'Show Customize My Tabs on the Navigation Tab' and Save.
Where is service setup in Salesforce?
0:5712:49Salesforce Admin Certification - Service Cloud Setup - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can go to the specific surface setup from this gear icon here and then we have setup which isMoreYou can go to the specific surface setup from this gear icon here and then we have setup which is this page. And service setup so let's go to service setup now this is the surface setup now we have
What are the two key benefits of lightning service setup?
Benefits of Lightning Service CloudService Console.Automation.Channel Flexibility.Easy as 1-2-3.
How do I setup a service Cloud?
Go to Setup => Search as 'Users' => List of users will be displayed. List of users is displayed => Click the 'Edit' link beside it. Enable Service Cloud User checkbox and click the 'Save' button. Then provide visibility to the Service Console.
Screen Quick Actions and Headless Quick Actions
There are two types of LWC quick actions: screen quick actions and headless quick actions.
Define Component Metadata in the Configuration File
A component’s project folder must include a <component>.js-meta.xml configuration file that defines the metadata values for the component. To use a component as a quick action, configure the file with these steps.
Create a Quick Action in Salesforce Setup
In Salesforce Setup, create object-specific actions via the Object Manager page. Then add the action to the Salesforce Mobile and Lightning Experience Actions section of your page layout. See Quick Actions in Salesforce Help.
Identifying Groups of Users Within Groups of Users
One way we can deliver an amazing experience for all of our users is customizing page layouts depending on how users perform work. This is even more important for users with disabilities.
Creating Profiles
Since we need to make layouts that are optimized for how your users work, the first step is to make new profiles specific to these users.
Changes to the Page Layouts
There are two places we can help make record pages more efficient for our blind and low vision users: Object Page Layouts and Lightning Record Pages.
Changes to Lightning Record Pages
For Lightning Record Pages, the improvements depend on if the users are blind or low vision.
Blind Users
The biggest advice for blind users is to not use Tabs or Accordions in page layouts in the Lightning App Builder. Instead of placing different components in adjacent tabs, just stack them on top of each other. As we discussed earlier, screen reader users often navigate using headings.
Low Vision Users
Unlike screen reader users, the biggest advice for low vision users is to put all of the content in one accordion in one column of the page. Also, add an extra accordion section at the top that defaults to open, so that none of the components are initially visible.
About the Authors
Lee White is an Accessibility Engineer at Salesforce. They focus on the Admin Experience.
Introduction
Brandon’s on a roll. He created a new Page Designer page, added a component, and configured who can see it and when. Now he wants to add a second component with more complexity. He also wants to understand how B2C Commerce figures out what components to display. And, he can upload some great new content assets.
Add Another Component
Brandon wants to add a second, more complicated component that displays a carousel. Here's how he adds the carousel component and then the individual tile components that the carousel displays.
How Does Visibility Work?
Brandon needs to know how Page Designer decides which components to display so he has no surprises. Page Designer starts at the top of the list in the Page Structure and checks the visibility rules for each component in turn.
Manage Content Assets
Brandon wants his pages to have amazing content that highlights his awesome products. Here are the steps he takes to upload content and manage his files.
Let's Sum It Up
In this unit you followed along with Brandon as he added a component to his page. In the process, you learned that each component type has its own attributes and complexities. You also learned how to upload your fabulous content assets into Page Designer.
Quiz
1 Which of these is what happens when you rename a folder in Page Designer's Media Manager?
Identifying Groups of Users Within Groups of Users
Creating Profiles
- Since we need to make layouts that are optimized for how your users work, the first step is to make new profiles specific to these users. After speaking with your users, let’s say you identified 2 groups of screenreader users who can benefit from specialized Layouts. The first group’s main activities include logging activities. The second group primarily creates and updates records. T…
Changes to The Page Layouts
- There are two places we can help make record pages more efficient for our blind and low vision users: Object Page Layouts and Lightning Record Pages. First, let’s update the object page layouts. We’ll use Opportunities as an example. 1. Go to Page Layouts for the Opportunity object under the Object Manager. 2. Create a new page layout and select an...
Blind Users
- The biggest advice for blind users is to not use Tabs or Accordions in page layouts in the Lightning App Builder. Instead of placing different components in adjacent tabs, just stack them on top of each other. As we discussed earlier, screen reader users often navigate using headings. When components are placed in Tabs, their contents and headings are hidden from the screen r…
Low Vision Users
- Unlike screen reader users, the biggest advice for low vision users is to put all of the content in one accordion in one column of the page. Also, add an extra accordion section at the top that defaults to open, so that none of the components are initially visible. Low vision users frequently use tools to zoom in their screen up to 800%, so reducing the clutter on the page and toggling th…
Helpful Resources