Smart Search Items adds a dynamic list of the user’s recently accessed objects to the Salesforce mobile app navigation menu. In the Salesforce mobile app for iOS and the Salesforce mobile app for Android, up to 10 recent items appear in the navigation menu of the Mobile Only app. Ratnesh Member March 19, 2020 at 4:01 pm
Table of Contents
What is smartsmart search items in Salesforce for Android?
Smart Search Items is required for users to get search results in the Salesforce for Android. Users of the Salesforce for iOS and the Salesforce mobile web are able to search for records if this option is omitted from the navigation menu.
What are the different types of search in Salesforce?
They are Salesforce global Search, Salesforce Sidebar search and advanced search. In this salesforce tutorial we are going to learn about how to convert sidebar search into Advanced Salesforce search, how to configure search layouts salesforce, Search options, What are the different search options, and search layouts.
How do I search for a specific text in Salesforce?
After a record is created or updated, you may need to wait a few minutes for the new text to be indexed and become searchable. Use Search All on the left. You may need to select “Search all objects” – by default Salesforce will search frequently accessed objects (meaning objects YOU recently or frequently view and edit).
What is Salesforce global search?
What is Salesforce Global Search? Global Search in Salesforce is available at the right top of the application. Here we can search data across our organization. Global search is available only when chatter is enabled.
What are smart search items in Salesforce quizlet?
Smart Search Items: Includes a set of the user’s recently accessed objects. When expanded, it shows all tabs to which the user has access. Although you can control where in the menu these recent items appear, each user’s list is specific to their own usage history. Apps Section. 3.
Which three items are available in mobile navigation in Salesforce?
Customize the Mobile Only Navigation Menu in the Salesforce Mobile App. Select the Lightning pages, Visualforce pages, Lightning components, and other productivity items you want to appear in the navigation menu and navigation bar of the Salesforce mobile app using the Mobile Only app.
What are three items available in mobile navigation menu?
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 is mobile navigation menu in Salesforce?
And that’s what the mobile navigation menu is: a signpost. Your users rely on it to get from place to place in the Salesforce mobile app as efficiently as possible. With the mobile app, the navigation items that your users see depend on which Lightning app they’re actively using.
What are smart search items trailhead?
Smart Search Items adds a dynamic list of the user’s recently accessed objects to the Salesforce mobile app navigation menu. In the Salesforce mobile app for iOS and the Salesforce mobile app for Android, up to 10 recent items appear in the navigation menu of the Mobile Only app.
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.
What is utility bar in Salesforce Lightning?
The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.
What are the examples of objects that can be found using global search in the Salesforce Mobile App?
Global search finds matching records in multiple objects. For example, search for Acme to get results for the Acme account as well as your opportunities for Acme. Or maybe you’re not sure if Juliet Capulet was converted to a contact or if she’s still a lead. Global search finds her record either way.
What does the navigation bar in Salesforce?
The Navigation Bar component lets users select different topics to browse and provides navigation back to the site home page. If your Customer Service template version is Winter ’16 or later, this component is replaced with the Navigation Menu component.
What is AppExchange?
AppExchange is the leading enterprise cloud marketplace. Drive results fast and extend your Customer 360 from anywhere — across every industry, department and product — with proven apps and experts.
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.
What is the single most important thing to do when using AppExchange?
When developing an AppExchange strategy, it’s important to:Determine free or paid solution.Test the solution in a developer edition org or sandbox.
Instantly Deploy Free COVID-19 Care Response Solution with Global Salesforce Implementation Partner
World leaders and global health care providers are overwhelmed with inbound calls and an amplified number of cases they are receiving each day affected by…
Salesforce: The Customer Success Platform To Grow Your Business Automation
If you’ve ever thought how great it would be to have a personal assistant, you should consider exploring Salesforce and its automation features. Imagine having…
How To Raise Your Profile Within The Salesforce Ecosystem
Raising your profile is not about showing off. It’s more about building your confidence, and letting people know that you are the GoTo perosn so…
Salesforce Tutorial – What Is Data Loader
Generally, in the Declarative approach, developer enters data with page-layout, Data Loader is an amazing tool for bulk data processing. I have seen many migration…
Prepare for Your Salesforce Pardot Implementation
If you’re preparing for your Pardot implementation, you’ve come to the right place! Pardot implementation is a complex, multi-step process. In this video, we will…
How Can Your Company Benefit from Salesforce Community Cloud
Salesforce Community Cloud is an online platform where companies can connect customers, partners, and employees with each other and the data or records they need…
About the Mobile Only App
The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.
Disable the Mobile Only App
The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.
Customize Navigation Items
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 is Salesforce Global Search?
Global Search in Salesforce is available at the right top of the application. Here we can search data across our organization. Global search is available only when chatter is enabled.
What is Sidebar Search?
Sidebar search is available on the sidebar only when the chatter is disabled. We can convert sidebar search into advanced search.