(Activity management and collaboration 3%) Review Flashcards
what is the difference b/w tasks and events?
a task is a to-do that may or may not have a due date. and event always has a duration
How do group tasks work?
a group task is a task that can be assigned to up to 200 users and salesforce will create a separate copy of the task for each user
what can be customized with activities?
similar to other objects, activity fields, validation rules, record types and page layouts can be customized
where can a list of sent emails related to a record be found?
sent emails or listed in the activity history related list
what is the usage of chatter topics?
allows posts to be organized. can also be used to add topics to records. views can use topics as a criteria
what are chatter groups and what are different types?
chatter groups allow people to collaborate; can be private, public or unlisted
what are chatter publisher actions?
actions that are available from the chatter feed, such as post, file, new, task, poll. standard actions are available, custom actions cane be defined
what is a chatter external license used for?
invite customers ( users outside of a company’s domain) to chatter groups for collaboration. They have no access to salesforce objects and data
what can chatter free users do?
chatter free users can access chatter features but have no access to tabs or data
what are repeating events called in salesforce?
event series
what activity management features can be controlled using settings?
shared activities, group tasks, recurrence, activity reminders, multi-day events
what are the different types of calendars?
user, public, and resources
when would shared activities be used?
when up to 50 contacts have to be related to one event or task, such as recording all of the people invited to a meeting
in lightning experience, where can a user find activities related to supported objects?
the activity timeline
what is a chatter feed?
a sorted list of activities(posts, comments, record updates) related to a record, goup or user