Which two recommendations should be made to provide more intuitive access regularly used content?

A sales representative wants to personalize their own user experience.

Which two recommendations should be made to provide more intuitive access regularly used content? Choose 2 answers
A . Personalize the Navigation bar.
B . Set up Quick Links in the Utility bar.
C . Customizethe Home page experience.
D . Create shortcuts Favorites.

View Answer

Answer: A,D

Explanation:

To provide more intuitive access to regularly used content, a sales representative can use the following two recommendations:

Personalize the Navigation bar: The Navigation bar is the horizontal menu at the top of the Lightning Experience page that allows users to switch between different items, such as apps, objects, or utilities. Users can personalize the Navigation bar by adding, removing, or rearranging items according to their preferences and needs. For example, a sales representative can add the Accounts, Opportunities, and Reports items to the Navigation bar for quick access. To personalize the Navigation bar, users can click on the pencil icon next to the app name and use the Edit option. Create shortcuts Favorites: Favorites are bookmarks that users can create to save links to frequently accessed pages, records, reports, dashboards, or groups in Salesforce. Users can create favorites by clicking on the star icon in the header of any page. Users can also organize their favorites into folders and access them from any device. To view or manage favorites, users can click on the Favorites icon in the header. Favorites can help users save time and navigate Salesforce more efficiently.