7% Productivity & Collaboration Flashcards
What is Salesforce Chatter?
Salesforce Chatter is a collaboration tool within Salesforce that allows users to post updates, share files, and communicate in real-time with colleagues.
What are Chatter Groups?
Chatter Groups are spaces within Salesforce where users can collaborate on specific topics, projects, or departments, sharing updates, files, and discussions.
What is Salesforce Inbox?
Salesforce Inbox is an email integration tool that helps users manage their emails, calendar, and Salesforce data in one place, improving productivity.
What are Quick Actions in Salesforce?
Quick Actions allow users to perform common tasks, such as creating records or logging calls, directly from the Salesforce interface or mobile app.
What is the purpose of the Activity Timeline?
The Activity Timeline provides a chronological view of all past and upcoming activities related to a record, such as tasks, events, and logged calls.
How can users log calls in Salesforce?
Users can log calls by creating a Task or Event and recording details of the conversation, including notes and follow-up actions.
What are Tasks in Salesforce?
Tasks are to-do items or actions that need to be completed, such as phone calls, emails, or meetings, assigned to a user or team.
What are Events in Salesforce?
Events are scheduled calendar items, such as meetings or appointments, with a specific date and time.
What is the Salesforce Calendar?
The Salesforce Calendar helps users manage their schedules by displaying tasks, events, and other calendar items in a visual format.
What are List Views in Salesforce?
List Views are customizable views that filter and display records based on specific criteria, helping users quickly find and manage their data.
What is the use of Chatter Polls?
Chatter Polls allow users to create and participate in quick polls to gather opinions and make decisions collaboratively within Chatter.
How can users share files in Salesforce?
Users can share files by uploading them to Salesforce and attaching them to records, Chatter posts, or emails.
What are Salesforce Notes?
Salesforce Notes allow users to create and share rich text notes with embedded images and links, which can be attached to records.
What are Global Actions in Salesforce?
Global Actions are actions available throughout Salesforce, allowing users to create records, log calls, and perform other tasks from anywhere in the app.
How can users collaborate on records in Salesforce?
Users can collaborate on records by using Chatter to post updates, share files, and comment directly on records, facilitating real-time communication and collaboration.
