(Activity management and collaboration 3%) Review Flashcards

1
Q

what is the difference b/w tasks and events?

A

a task is a to-do that may or may not have a due date. and event always has a duration

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

How do group tasks work?

A

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

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

what can be customized with activities?

A

similar to other objects, activity fields, validation rules, record types and page layouts can be customized

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

where can a list of sent emails related to a record be found?

A

sent emails or listed in the activity history related list

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

what is the usage of chatter topics?

A

allows posts to be organized. can also be used to add topics to records. views can use topics as a criteria

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

what are chatter groups and what are different types?

A

chatter groups allow people to collaborate; can be private, public or unlisted

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

what are chatter publisher actions?

A

actions that are available from the chatter feed, such as post, file, new, task, poll. standard actions are available, custom actions cane be defined

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

what is a chatter external license used for?

A

invite customers ( users outside of a company’s domain) to chatter groups for collaboration. They have no access to salesforce objects and data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

what can chatter free users do?

A

chatter free users can access chatter features but have no access to tabs or data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

what are repeating events called in salesforce?

A

event series

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

what activity management features can be controlled using settings?

A

shared activities, group tasks, recurrence, activity reminders, multi-day events

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

what are the different types of calendars?

A

user, public, and resources

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

when would shared activities be used?

A

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

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

in lightning experience, where can a user find activities related to supported objects?

A

the activity timeline

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

what is a chatter feed?

A

a sorted list of activities(posts, comments, record updates) related to a record, goup or user

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

what is feed tracking

A

enables a feed on selected standard and custom objects. fields can be selected so that updates to those fields will be displayed in feed

17
Q

what are the different types of chatter licenses?

A

chatter free, chatter only/plus, chatter external

18
Q

what can chatter only users do?

A

they can use features including groups, files, and profiles; view accounts, contacts, ideas, answers, content, dashboards, reports, workflows, calendars; and can access to up to 10 custom objects

19
Q

what can be done to avoid losing long chatter posts?

A

enable drafts in chatter settings

20
Q

which license allows users in partner and customer communities to access chatter?

A

lightning platform starter

21
Q

how can users included in a calendar event?

A

by using the attendees field