What is the help menu in Salesforce?
The Help Menu provides a few key resources that your users can access from anywhere. When users click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce. You can add a global custom section with links to up to 30 resources of your own.
How to add more resources in Salesforce?
You can upload it in Salesforce and use the file record URL or use some external source. After adding a resource, Click on New Resource button to add more. You can reorder them by clicking the arrow sign. Once you have done adding and sorting the resources, Click on save button.
What is a typical request in Salesforce?
A typical request consists of these elements. The URI is the path to a resource in Salesforce. Although the URI changes from resource to resource, the basic structure remains the same. Use https:// to securely access resources.
Why should you add training and learning resources to your salesforce app?
Bringing training and learning resources into the Salesforce app ensures help is always right at your users’ fingertips. Even if you have an internal wiki or shared folders, quick links inside the app mean your users spend less time digging around for answers. Salesforce offers a bunch of ways to bring custom help and guidance inside the app.
What information defines a resource in the help menu *?
The Help Menu provides a few key resources that your users can access from anywhere. When users click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce. You can add a global custom section with links to up to 30 resources of your own.
Why would you customize the Help menu in Salesforce?
The Help icon in the header opens a menu of contextual help topics, Trailhead modules, videos, and more items chosen by Salesforce. You can supplement the recommended resources by adding a section with links to your own content.
How do I customize the Help menu in Salesforce?
2:0910:16Customize the Help Menu in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipIt's simple and quick to add your own custom section to the help menu. So it appears on all pages.MoreIt's simple and quick to add your own custom section to the help menu. So it appears on all pages. Throughout the app even. If you have an internal wiki or shared folders Quick Links inside the app
What information defines a learning item for learning path?
Learning items that you assign to all apps, or to all objects and records within an app, are included in the Ways to Learn More section of the panel. A learning item that's assigned to an app or a page is visible in the side panel only when users are in the associated app.
Which three items are available in the mobile navigation menu choose 3 answers?
You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you've created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.
What are the four key user engagement scenarios?
Four scenarios illustrate the most common user engagement experiences:Onboarding.Feature discovery and adoption.Help and troubleshooting.In-app learning and skill growth.
What are smart search items?
What are Smart Search Items? A set of the user's recently accessed objects. When you customize mobile navigation items in Setup, your users will see your changes: In the navigation menu and the first four items of the navigation bar in the Mobile Only app.
What happens to the help topic you're viewing when you click the Dock icon in the Lightning experience help menu?
The topic is “docked” at the bottom of your screen, where it stays put as you navigate to other pages. You can minimize the docked window to get it out of the way, expand it for easier reading, and close it when you're finished with the help topic.
Who sees what Salesforce help?
Salesforce data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access.
What is learning path in Salesforce?
Salesforce Learning Paths allow employees to work and learn seamlessly in a single Salesforce environment. They can tap into Trailhead, myTrailhead and external learning resources – including bite-sized videos and gamified quizzes – to learn what is needed, when it is needed.
What can you customize when creating a learning item in Salesforce?
You can assign a Trailhead or Sales Enablement (myTrailhead) module or a custom learning item such as a video, tutorial, or reference guide. You can assign a learning item to individuals, public groups, or all users. And you can associate a learning item with an app and a particular object and page within the app.
What's a module in Salesforce?
Salesforce is a cloud-based CRM specializing in CRM cloud computing as a Service (SaaS). Salesforce modules allow businesses to make greater use of cloud technology. This helps to communicate with consumers, partners, and potential clients. The app has become the number one for customer satisfaction.
What happens to the help topic you're viewing when you click the Dock icon in the Lightning experience help menu?
The topic is “docked” at the bottom of your screen, where it stays put as you navigate to other pages. You can minimize the docked window to get it out of the way, expand it for easier reading, and close it when you're finished with the help topic.
Why would you add prompts?
Prompts are used to increase the likelihood that a person will engage in the correct behavior at the correct time. When the verbal behavior of another person results in the correct response in presence of the SD, this is a verbal prompt. It is when you say something that helps the person engage in the correct behavior.
Who sees what Salesforce help?
Salesforce data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access.
What's the difference between the message and the purpose?
2What's the difference between the message and the purpose? A. The purpose is what you say to the user; the message is why you say it.
Why is there a help menu in Salesforce?
The Help Menu is perfect for this purpose because it uses a common pattern found in most apps. When you click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce and, potentially, your own custom help. Users with specific questions or issues are often motivated to seek out help, ...
What is help menu?
The Help Menu is one of the more versatile in-app guidance mechanisms. Use it to help users during onboarding by providing a spot for getting started resources. Or, use it to point users to in-depth reference topics for a deeper understanding of a feature.
How to provide teams with the skills they need to do their best work?
Provide teams with the skills they need to do their best work by adding Trailhead and myTrailhead modules or link out to resources such as a wiki or video. Then assign the content to the entire organization or specific users and teams, or on the pages they interact with most. For admins that want to save time maintaining training for their users but stay organized and current, Learning Paths offer a lightweight but customizable solution.
Can you add a custom section to the Help Menu?
It’s simple and quick to add your own custom section to the Help Menu so it appears on all pages throughout the app. See the Resources section for the specific instructions.
shariq
Just like the ‘Object’ instance, we have learned in object orient programming Language, in the same way, ‘Resource’ is defined as an object of a type which can be an image, HTML file, text data, and any type of dynamic data. There are varieties of representation formats available in order to represent a resource.
Avnish Yadav
Resources or Static resources allow you to upload content that you can reference in a Visualforce page. Resources can be archives (such as .zip and .jar files), images, stylesheets, JavaScript, and other files. Static resources are managed and distributed by Lightning Platform, which acts as a content distribution network (CDN) for the files.
madhulika shah
Static resources or resources in salesforce allow you to upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, style sheets, JavaScript, and other files. Using a static resource is preferable to uploading a file to the Documents tab because:
Parul
esources can be archives (such as .zip and .jar files), images, stylesheets, JavaScript, and other files. Static resources are managed and distributed by Lightning Platform, which acts as a content distribution network (CDN) for the files. Caching and distribution are handled automatically.
What is Visualforce page?
Displays data from custom source reports. Is comprised of up to 20 components. Can use Visualforce pages to present data from other sources. Can be scheduled to be refreshed and emailed automatically. Has a running user to determine what data is visible. Is visible to all users, if enhanced folder sharing is turned on.
What is global settings in Salesforce?
Global settings used to configure the way all users interact with Salesforce and their data.
What is a contract information?
A collection of information about your organization, mostly captured at contractual signup. This includes Company Information, Financial Information, and Support Information.
What is an opportunity item?
An individual item that is sold on an opportunity.
Can users in the same role access each other's records?
Users have the same level of access to records owned by or shared with users below them. Users in the same role or level cannot access each other's records.
Can users read and edit Salesforce records?
Users can read and edit any record for which they have been assigned the corresponding object permissions on their profile. This is the default model in Salesforce.
What is URI in Salesforce?
The URI is the path to a resource in Salesforce. Although the URI changes from resource to resource, the basic structure remains the same.
What is conditional request header?
Conditional request header—Validates the records that you access against a precondition. For more information, see Conditional Request Headers.
What is HTTP Authorization?
HTTP Authorization—Provides the OAuth 2.0 access token to authorize your client. REST API supports the Bearer authentication type.
What is HTTP Accept?
HTTP Accept—Indicates the format that your client accepts for the response body. Possible values are application/json and application/xml. The default value is application/json.
What is stateless request?
Stateless. Each request from client to server must contain all the information necessary to understand the request, and not use any stored context on the server. However, the representations of the resources are interconnected using URLs, which allow the client to progress between states. Caching behavior.
Do you need to attach a request body to a resource accessed with the GET method?
Resources accessed with the GET method don’t require you to attach a request body.
